163 jobs found

Paraplanner Vacancy £45k + bonuses and excellent benefits IFA firm working with HNW & UHNW clients Offices near Haywards Heath 3 days in the office per week after onboarding Benefits: Matched 5% Pension contribution, DIS, PMI 28 days annual leave plus bank holidays and birthday off work My client are an independent wealth planning firm near Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will occasionally attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner, but you will need to be actively studying for exams towards the level 4 diploma. A full package of study support will be available to you. Please get in touch with Peter at Financial Divisions.

Award-Winning Firm Are you an ambitious IFA Administrator looking for your next step? This highly respected Chartered Financial Planning firm, known for its market-leading brand and exceptional client care is expanding its Client Services function and seeking a motivated individual ready to grow. The Role Your responsibilities will include: Managing inbound adviser and client queries Ownership of Annual Review production, including plan updates Basic cashflow modelling using Voyant Collating data and checking complex cost disclosures Supporting pension/ISA top-ups and plan maintenance Investment administration: rebalancing, fee approvals, fund instructions, quarterly reporting Supporting unallocated fee resolution Responsibility for adviser and client diary management LOA's & dealing with 3rd party providers This is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development. About You 12+ months IFA administration experience Working towards the Diploma in Regulated Financial Planning (1-2 exams completed advantageous) Strong communication skills and a confident telephone manner Experience with Word, Excel, Outlook Intelligent Office Exposure to cashflow tools or Analytics portfolio builder desirable Why Apply? You'll join an award-winning, supportive firm that invests heavily in training, mentoring and long-term career development. This is a genuine opportunity to progress toward paraplanning, advisory or senior client management pathways. Please send your CV to Ursula at Financial Divisions

Support 3 Advisers Work with HNW & UHNW Clients Exceptional Technical Development Are you an experienced Level 4 qualified Paraplanner looking to step into a role where your technical ability is genuinely valued, developed and invested in? Do you want to work for a market-leading independent IFA with a reputation for excellence and a client base of high-net-worth and ultra-high-net-worth individuals ? My client is a highly respected, fully independent wealth management firm in London who are expanding their Paraplanning team following an internal promotion. With a Senior Paraplanner moving into an Adviser role, they are now seeking a confident, capable Paraplanner to join a well-structured pod supporting three Advisers , working closely alongside an experienced Financial Administrator. Why This Role Stands Out Genuine technical mentorship - you'll work directly with a highly technical senior figure who is known for elevating the skill set of every Paraplanner who joins the team. Clear progression pathways - whether you want to become a Senior Paraplanner or move toward advice in the future, this firm actively supports long-term career development. High-quality work - exposure to complex planning across investments, pensions, tax planning, trusts and bespoke wealth strategies for HNW/UHNW clients. Hybrid working - 3 days in the office during probation, then 2 days in the office thereafter. What They're Looking For Level 4 Diploma qualified (essential) 18 months to 2 years of current Paraplanning experience - this is not a hybrid admin/paraplanning role; they want someone already operating confidently at Paraplanner level Strong technical understanding across pensions, investments and holistic financial planning Someone who thrives in a collaborative pod structure and enjoys being a key support to multiple Advisers A proactive, detail-driven individual who takes pride in producing high-quality, compliant, client-focused work The Package £45,000-£47,000 (flexibility for someone with 3 years' strong Paraplanning experience) Discretionary bonus Full study support for further qualifications Hybrid working after probation Opportunity to work with one of London's most respected independent firms If you're a Paraplanner who wants to grow, be challenged, and work at a genuinely high technical level, this is the role that will take your career up a gear. To discuss further, please send your cv to Ursula at Financial Divisions

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

IFA Administrator Maidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + Benefits Join a Growing Wealth Management Firm Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support. Essential Requirements Experience working within an IFA Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including: Processing new and existing business Preparing client review documentation Producing compliance and provider paperwork Managing fund switches and plan withdrawals Obtaining valuations and provider information Responding to client enquiries professionally and efficiently Maintaining accurate client records on Intelligent Office Supporting advisers throughout the client journey Ensuring all work is completed in line with FCA and company procedures The ideal candidate will be Highly organised and methodical Able to prioritise a busy workload effectively Comfortable working independently and as part of a team Confident using financial services systems and Microsoft Office Professional, articulate and client-focused Committed to delivering high-quality work If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.

Package: £28,000 - £35,000 (DOE) + Excellent Benefits & Progression Location: Office-Based - Harrow, Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.

We're partnering with a well-established, client-focused financial services organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and delivering an exceptional end-to-end client experience. You'll be joining a business that genuinely values service excellence, continuous improvement and developing its people - where your leadership will directly shape how clients experience the organisation every day. The Role As Team Manager, you'll be responsible for leading, coaching and developing a mix team of Paraplanners and IFA Administrators who support advisers and clients across a range of financial planning activities. You'll ensure the smooth running of daily operations, maintaining high standards across client communication, workflow management and service delivery, while also driving engagement, performance, and continuous improvement within your team. This is a role where you'll need to balance people leadership with operational oversight - keeping a close eye on SLAs, quality, and capacity while creating a supportive, high-energy team culture. About You We're looking for someone who brings: Minimum 3 years' experience in a financial planning/wealth or wider financial services environment - within a similar position Previous experience leading or supervising a team A strong understanding of workflows, SLAs and performance management Excellent coaching, communication and organisational skills Confidence using CRM and scheduling systems A calm, solutions-focused approach to problem solving The ability to lead through change while keeping teams engaged and motivated A Diploma in Financial Planning (or working towards) would be advantageous, but is not essential. What's in It for You Salary up to £45,000 Discretionary bonus scheme Hybrid working - 3 days in the office & 2 days working from home Full company benefits package The chance to lead a key operational team within a growing financial planning business Genuine opportunity to shape service delivery and make a visible impact Supportive leadership culture with a strong focus on development If you're a hands-on leader who enjoys improving processes, developing people and delivering exceptional client service within a financial planning environment, this is a fantastic opportunity to step into a visible and influential role.

Are you an experienced Payroll Clerk looking for a role with flexibility and a supportive team? We're recruiting on behalf of a well-established and highly respected accountancy practice for an experienced Payroll Clerk to join their busy payroll team. This is a fantastic opportunity to manage a varied portfolio of client payrolls while working in a friendly environment that offers genuine career development. The Role You'll be responsible for processing weekly, fortnightly and monthly payrolls for a range of clients, ensuring payrolls are completed accurately, on time and in line with current HMRC legislation. Key Responsibilities Processing multiple client payrolls. Managing starters, leavers, salary changes and statutory payments. Submitting RTI returns to HMRC. Administering Auto Enrolment pensions. Producing payroll reports and year-end documentation. Responding to client payroll queries. Maintaining accurate payroll records and ensuring compliance with current legislation. About You You'll have: A minimum of 3 years' payroll experience. Previous experience within an accountancy practice or payroll bureau (preferred). Strong knowledge of UK payroll legislation, RTI and Auto Enrolment. Experience using payroll software such as BrightPay, Sage Payroll, IRIS or Moneysoft. Excellent attention to detail and organisational skills. What's on Offer? Competitive salary depending on experience. Flexible working hours with part-time applications welcomed. Company pension. Generous holiday entitlement. Ongoing training and development. Friendly, supportive working environment. Career progression opportunities. If you're looking for a flexible payroll role with an established and growing accountancy practice, we'd love to hear from you. Apply today for a confidential discussion.

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases

Job Title: IFA Administrator Industry: Financial Advice Location: Norwich (Hybrid) Salary: Up to 34,000 Reference Number: 10438 Job Description: Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Norwich. As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients. Responsibilities: Handle new business applications and liaise with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Private Medical Insurance post probation# Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme Skills and experience required: A minimum of 1 years' experience working as an IFA Administrator within an Independent Financial Advice firm Experience with Intelligent Office Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. A desire to learn and develop and step out of comfort zone Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Junior Paraplanner Remote £28,000 - £33,000 NJR Recruitment are delighted to be working with a growing and highly personable Independent Financial Planning firm who are looking to recruit a Junior Paraplanner to join their expanding technical support team. This is an excellent opportunity for an experienced IFA Administrator looking to take the next step into paraplanning within a supportive and collaborative environment. Working closely with a small but growing team of Advisers, you will receive ongoing support and development whilst building your technical knowledge and report writing experience. The Role Supporting the Financial Advisers and wider technical team, responsibilities will include: Assisting with the preparation of suitability reports and recommendation letters Writing basic suitability reports for straightforward cases and annual reviews Conducting product and provider research Preparing client review documentation and meeting packs Liaising with providers regarding new business, transfers and policy information Supporting advisers throughout the advice process Maintaining accurate client records and ensuring compliance standards are met About You Previous experience working within an IFA Administration role is essential Some experience writing basic suitability reports or recommendation letters Good understanding of pensions, investments and financial planning processes Strong attention to detail and organisational skills Professional and client-focused approach Keen to continue developing within paraplanning and financial planning Able to work independently within a remote environment whilst remaining collaborative with the wider team What's on Offer Remote working with up to to 1 day per month required in the Sheffield office Opportunity to progress and develop within paraplanning Supportive and friendly team culture Exposure to a broad range of financial planning cases Long-term career development opportunities within a growing business This is a fantastic opportunity for a technically minded IFA Administrator looking to progress their career into paraplanning within a flexible and supportive Financial Planning firm. For a confidential discussion, please contact NJR Recruitment NJR16797

My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners' progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company's designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years' experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end to end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture

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

Fully Remote Role 35-Hour Working Week Growing Wealth Management Firm An excellent opportunity has arisen for an experienced Client Services Assistant to join a highly regarded and growing wealth management firm. This successful financial planning business has built an outstanding reputation through delivering exceptional client service, high-quality financial planning and long-term client relationships. Due to continued growth, they are seeking a Client Services Assistant to support their Financial Planners and wider technical team while helping to deliver a first-class client experience. This is a fully remote position offering flexibility, excellent benefits and the opportunity to join a supportive and collaborative organisation that genuinely invests in its people. The Opportunity As a Client Services Assistant, you will play a vital role in supporting the client journey from initial onboarding through to ongoing servicing and review processes. Working closely with Financial Planners, Technical Specialists, providers and clients, you will ensure all administrative processes are handled efficiently while maintaining exceptional service standards throughout. Your responsibilities will include: • Processing new and existing business across pensions, investments and protection products • Managing the onboarding process for new clients • Coordinating and preparing documentation for client review meetings • Responding to client, provider and third-party enquiries in a timely and professional manner • Arranging client meetings and supporting ongoing client relationships • Maintaining accurate client records and updating back-office systems • Working closely with Financial Planners and technical teams to ensure smooth case progression • Assisting with the preparation of suitability reports and supporting documentation • Supporting Consumer Duty requirements and client servicing standards • Promoting and assisting clients with the firm's technology and client portal solutions Requirements • Previous experience within an IFA, Wealth Management or Financial Planning environment • Ideally a minimum of 2 years' experience in a Financial Planning Administrator or Client Services role • Strong understanding of financial services administration processes • Excellent organisational and time management skills • High attention to detail and accuracy • Strong communication and client service skills • Good IT and systems experience • Ability to work independently while contributing positively to a wider team environment • Professional, proactive and client-focused approach What's on Offer • Salary up to £35,000 depending on experience • Performance-related bonus scheme • Fully remote working arrangement • 35-hour working week • Wellness Days • Ongoing training and professional development • Supportive and collaborative team culture • Long-term career development opportunities • Opportunity to join a growing and highly respected wealth management firm Why This Opportunity Stands Out Fully remote opportunities within wealth management are increasingly sought after, particularly within firms that combine flexibility with genuine career development. This role offers the opportunity to join a modern and progressive financial planning business where client service is at the heart of everything they do. You'll benefit from working alongside experienced professionals, gaining exposure to a broad range of financial planning activities while enjoying the flexibility of remote working. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions

Project Coordinator Halifax, West Yorkshire £30,000 - £35,000 DOE + Bonus + Excellent Benefits If you're an organised Project Coordinator or Administrator who enjoys keeping projects on track, managing multiple priorities and working in a structured environment, this is an opportunity to join a team delivering complex, nationally important programmes click apply for full job details

Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!

Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.

£30,000 - £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm Close-Knit Team Hybrid Working High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London. Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment. The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator. This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process. The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities. The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients. You will be given significant responsibility from day one, with the opportunity to manage tasks independently, take ownership of processes and proactively support the delivery of client advice. Your responsibilities will include: • Managing incoming client queries and requests in a timely and professional manner • Supporting the preparation of client meetings, including documentation and pre-meeting information • Updating and maintaining accurate client records within Salesforce • Producing suitability letters and supporting documentation • Providing end-to-end financial planning administration support • Liaising with providers and third parties to progress client cases • Monitoring and tracking outstanding tasks to ensure smooth case progression • Taking ownership of workloads and proactively resolving issues where possible • Supporting advisers with general day-to-day client servicing requirements • Ensuring all client records and systems are kept accurate and up to date Requirements • Previous experience within a financial planning, wealth management or IFA environment • Strong understanding of financial services administration processes • Experience working in a structured, client-focused environment • Confident using CRM systems (Salesforce experience advantageous) • Strong organisational skills and ability to manage multiple tasks • High attention to detail and accuracy • Strong communication skills, both written and verbal • Proactive, self-motivated and able to take ownership of work • Ability to work effectively as part of a small, close-knit team What's on Offer • Salary £30,000 - £45,000 depending on experience • Hybrid working arrangement (typically 3-4 days in the office with flexibility) • Central London office location near Covent Garden • Close-knit and supportive team environment • Broad exposure across the full financial planning process • Genuine opportunity to take ownership and add value from day one • Flexible and pragmatic working culture focused on finding the right person rather than rigid structure • Long-term stability within an established boutique wealth management firm Why This Opportunity Stands Out This is a rare opportunity to join a small, established wealth management business where your contribution will be highly visible and genuinely valued. You will be working directly with experienced advisers in a collaborative environment that encourages initiative, responsibility and professional development, making this an excellent role for someone looking to step into a more involved and trusted client support position. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.