12 jobs found

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

Paraplanner Location - Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Paraplanner Technical Support Conduct research across pensions, investments, protection, and estate planning solutions Prepare and write clear, compliant, and client-focused suitability reports Analyse existing client arrangements and identify opportunities to enhance current plans Assist with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the Advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with Advisers, administration staff, and Practice Manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Report Writer role Strong suitability report writing skills Good knowledge of pensions, investments, protection, and estate planning St. James's Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner - Nottingham I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment. As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients. This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements. What will you do? Provide comprehensive support to Wealth Managers and Financial Planners. Produce tailored financial plans that translate client aspirations into clear, actionable strategies. Manage the processing of new and existing business to ensure accuracy and efficiency. Support administrative workflows and monitor progress to maintain high standards and meet deadlines. Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios. Analyse client needs and objectives to help advisors present suitable recommendations. Prepare robust financial plans and analytical reports under the guidance of senior colleagues. Support colleagues with client interactions while developing your understanding of advice processes. What do you need to succeed? Must-have Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products. Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions. A collaborative mindset with the ability to thrive in a dynamic, progressive environment. Benefits Package - Up to £50k We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work-life balance, including: Core Benefits 27 days' holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year's service. Group Income Protection covering 70% of salary in the event of long-term illness or injury. Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood, and menopause support via Peppy. Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family. Access to a discounted shopping scheme featuring offers from over 3,000 retailers. Emergency dependant care, including up to 10 funded sessions per year. Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8 base salary cover. Group Personal Pension Plan (GPPP): 8% employer core contribution Up to 4% matched contributions Salary sacrifice benefits included Optional Flexible Benefits Private medical insurance Dental cover Critical illness cover Personal accident insurance Gym discounts Cycle to Work scheme Savings Plan Share Incentive Plan Season Ticket Loan Green Car Scheme (electric/hybrid vehicle leasing) If you feel your skills set aligns with the above, please do not hesitate to apply below.

My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare pre-meeting packs, engagement letters and client documentation Maintain accurate client records and workflows using Intelligent Office (IO) Process new business, fund switches, cash management and platform transactions Monitor pipelines and proactively update planners on case progress Support Annual Reviews in collaboration with Financial Planners and review teams Liaise with product providers, platforms, paraplanners and third parties Conduct four-eye checks and support quality control processes Complete AML checks, including client ID recording and electronic verification Generate client valuations and assist with invoicing Support trust administration and death claims where required Act as a subject-matter expert in specific areas (e.g. trusts, DB pension transfers) Assist in mentoring and training trainee / apprentice FP administrators Handle client and provider phone queries professionally Candidate Profile Ideally 4 years experience in a Financial Planning support or administration role Good all round knowledge of pension and investment products Excellent attention to detail and organisational skills Strong written and verbal communication skills Client-focused, professional and collaborative approach Ability to manage multiple cases and deadlines in a regulated environment In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We are interested in speaking with individuals based in Newcastle for this position! The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material. We offer a competitive hybrid working pattern for this Senior Paraplanning role. As part of your Senior role within Paraplanning you will be responsible for providing support to the team manager as required. Deputising during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence. This is a fantastic opportunity for someone looking to step up to the next level as a Paraplanner. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements. To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given. Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care. Provide guidance to advisers on aspects of specific cases to support good consumer outcomes. To ensure that the customer experience follows the Group's defined standards and TCF is always maintained. To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent data quality and compliant performance in the job role. Update workflow records to facilitate the production of accurate management information in a timely manner. Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow. Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality. Ensure effective communication with CS, advisers, and other colleagues to ensure a great customer experience. To run own case load efficiently and keep all own case records and files up to date and to departmental required standards. To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. To obtain illustrations and Key Features documentation in support of recommendations to clients. Ensure technical knowledge and general industry knowledge is always maintained. Providing coaching, mentoring, or training support for Paraplanners Being a model of excellence and Group process adherence Proactively identify opportunities to improve paraplanning process Critical Skills Excellent written and oral communication skills. Methodical and highly organised. Accurate with good attention to detail. Complex problem solving. Coaching and mentoring. Ability to liaise with colleagues in an articulate and pleasant manner. High degree of numeracy. Enthusiasm. Accuracy. Ability to work under pressure and manage own workload. Ability to work as part of a team and to learn new skills/knowledge. Excellent standard of written and verbal communication Good decision-making skills Analytical mind and excellent attention to detail Excellent time management skills with an ability to work to deadlines Experience Required 1+ years' experience in a Paraplanning role in a similar environment Level 4 Diploma in Financial Planning Experience of working with IT systems that support this service High level of technical knowledge across the full range of advice High-level understanding of FCA COB rules 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. Some of our benefits: - Competitive salary - 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 - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - 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.

The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. About the role Our team in Newcastle is growing! Are you a level 4 qualified Paraplanner looking for the opportunity of a new challenge? You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requierments A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes 2 years industry experience - as a minimum Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role 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. Some of our benefits: - Competitive salary - 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 - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - 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.

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

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.

Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager 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