693 jobs found

PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role , whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in IFA Admin and full exam support and development provided if desired What they are looking for Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: York Working Setup: Remote/Home-based Package: £45-50k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include: Tax Planning: ISA and pension contributions & CGT planning Investment planning and retirement planning Estate planning To achieve this, you will: Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client's financial needs and objectives. Compile suitability reports Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner. Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate. Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds). Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality. The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years' experience within technical paraplanning. Essential qualifications and experience includes: Being QCF level 4 Diploma qualified Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

My client is an Independent Financial Advisory firm based in Sheffield, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products. We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas. This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working. We will require someone with ideally Chartered Level 6/7 Qualification, although we will look at experienced Diploma qualified candidates for this role also who wish to study towards Chartered level. A great opportunity for an Adviser to walk into an employed role with an existing client bank to manage. Great benefits are offered along with a very loose hybrid working options.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for: New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone and reception duties as required. General Admin support including handling post and typing. The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

TRAINEE FINANCIAL ADVISER - Central London Level 4 Diploma Essential C £45,000 + Bonus + Clients provided The Opportunity: Join a growing, fully independent financial planning firm managing £200m of client assets, with AUM increasing by around £50m each year. Advise a high-net-worth client base, including UK-based US nationals and affluent UK clients. Work across pensions, investments, protection, inheritance tax and estate planning, alongside specialist international and cross-border financial planning, including QROPS (Qualifying Recognised Overseas Pension Schemes). Average client portfolio of around £800k Benefit from a strong introducer network generating high-quality referrals from law firms, accountancy practices, tax advisers and FX Brokers. Receive full administrative and paraplanning support, allowing you to focus on developing as an adviser. Clients, leads and referrals provided. About you: Level 4 Diploma in Regulated Financial Planning. Looking to move into a Financial Adviser role. Wealth management experience is beneficial but not essential. Open to career changers with the right attitude and qualifications. Confident, personable and comfortable building relationships with high-net-worth clients. Ambitious and looking to build a successful long-term career in financial planning. Please, send your CV to Jim at Financial Divisions.

Senior Compliance Manager Mayfair, London / Hybrid 70,000 to 100,000 + Bonus & Benefits Are you an experienced compliance professional looking for your next challenge within a respected FCA-regulated financial services business? This is an excellent opportunity to join a growing, independent wealth management firm where you'll play a key role in shaping and strengthening the compliance framework while working closely with senior leadership, advisers and business stakeholders. You'll enjoy a varied, hands-on role with real influence, helping to drive best practice, regulatory excellence and positive customer outcomes. If you're passionate about delivering pragmatic compliance advice and want to develop your career in a collaborative, forward-thinking environment, we'd love to hear from you. What You'll Be Doing Deliver and enhance the firm's risk-based Compliance Monitoring Programme, carrying out suitability and client file reviews while identifying trends and opportunities for improvement. Produce management information, compliance reports and regulatory insights for senior leadership, supporting informed decision-making. Maintain and develop compliance policies, procedures and regulatory documentation, ensuring ongoing FCA compliance. Provide practical compliance guidance to advisers and the wider business on FCA regulation, Consumer Duty, SMCR and regulatory change. Support the firm's financial crime framework, including AML, sanctions and fraud controls, while assisting with Consumer Duty monitoring and regulatory reporting. Work closely with senior stakeholders to strengthen governance, improve regulatory processes, support Training & Competence activities and promote a positive culture of compliance. What You'll Bring Experience working within an FCA-regulated wealth management, financial planning or investment management environment. Strong knowledge of FCA regulation, Consumer Duty, SMCR, AML and financial crime requirements. Experience conducting suitability reviews, client file reviews and operating Compliance Monitoring Programmes. Strong report writing, compliance MI production and policy development experience. Excellent communication and stakeholder management skills with the ability to provide pragmatic, commercially focused compliance advice. A proactive, collaborative approach and a genuine passion for delivering positive customer outcomes. Desirable: Experience within an asset management business or supporting investment management activities. Experience using Intelligent Office (IO). ICA or another relevant compliance qualification. If you've held any of these roles or used these technologies/skills, this role could be a great fit: Senior Compliance Manager, Compliance Manager, Compliance & Risk Manager, Senior Compliance Officer, Regulatory Compliance Manager, Compliance Monitoring Manager, Wealth Management Compliance, Financial Planning Compliance, Investment Management Compliance, Asset Management Compliance, FCA Compliance, Consumer Duty, SMCR, AML, Financial Crime, Compliance Monitoring Programme, Suitability Reviews, Client File Reviews, Intelligent Office (IO), ICA Qualification. Deerfoot Recruitment Solutions Ltd is a leading independent tech recruitment consultancy in the UK. For every CV sent to clients, we donate 1 to The Born Free Foundation. We are a Climate Action Workforce in partnership with Ecologi. If this role isn't right for you, explore our referral reward program with payouts at interview and placement milestones. Visit our website for details. Deerfoot Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Financial Services Administrator - Wanted - Immediate Start! Leicester Based Salary: £30,000-£35,000 Permanent, Full-Time Are you an experienced Financial Services Administrator? Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business. What's on Offer: Competitive salary 25 days annual leave plus bank holidays Company pension scheme Private medical insurance Qualifications Essential: Minimum 5 years' experience within a financial services role Strong understanding of financial planning processes and client documentation Excellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systems Knowledge of investment, pension and protection products Roles & Responsibilities Act as the first point of contact for clients via telephone, email, and in person Manage incoming and outgoing correspondence, including post and electronic communications Maintain accurate client records and upload documentation to internal systems Liaise with providers to obtain policy information and progress outstanding requests Process letters of authority and maintain client documentation Support advisers with file preparation, client reviews, and post-meeting administration Prepare portfolio summaries, valuations, and annual review documentation Attend meetings when necessary to provide administrative support to advisers Requirements The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment. About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Services Administrator role is right for you - Click to apply below. Alternatively contact Chloe Raitt in the Commercial team on (phone number removed). To explore more roles available across the UK, please visit (url removed).

Location: Dorset (Office-Based) Salary: £50,000 - £58,000 DOE + Excellent Benefits Expected start date: December 2026 Are you an experienced Financial Adviser looking to focus on delivering outstanding financial advice rather than business development? Our client is a respected, established Wealth Management firm based in Dorset, offering an excellent opportunity for a Level 4 qualified Financial Adviser to join their growing team. With an existing client bank and a strong pipeline of enquiries, you'll be provided with clients to service from day one, allowing you to concentrate on providing high-quality, holistic financial advice. What's on Offer Competitive salary of £50,000 - £58,000 depending on experience. No requirement to bring clients with you. Excellent benefits package. Office-based role within a friendly and supportive team. Paraplanning and administrative support. Very occasional travel to the Northampton office Join a successful and growing Wealth Management business with an excellent reputation. The Role As a Financial Adviser, you'll provide tailored financial planning advice to an established portfolio of clients, helping them achieve their financial objectives while maintaining the highest standards of professionalism and regulatory compliance. Key responsibilities include: Providing holistic financial planning advice across pensions, investments, protection and retirement planning. Managing and developing relationships with an existing portfolio of clients. Conducting annual reviews and ongoing financial planning meetings. Identifying clients' financial goals and recommending suitable solutions. Preparing for client meetings alongside the administration and paraplanning teams. Working closely with internal support teams to ensure an excellent client experience. Ensuring all advice complies with FCA regulations and Consumer Duty requirements. Maintaining accurate client records and documentation. Building trusted, long-term relationships through exceptional service. About You We're looking for someone who enjoys building lasting client relationships and delivering quality advice rather than focusing on winning new business. You'll ideally have: Minimum Level 4 Diploma in Financial Planning (or equivalent). Previous experience as a Financial Adviser within an IFA, Wealth Management or Financial Planning firm. Strong knowledge of pensions, investments and protection products. Excellent communication and relationship-building skills. A client-first approach with a commitment to delivering excellent outcomes. Good understanding of FCA regulations and Consumer Duty. Strong organisational skills and attention to detail. Full UK driving licence.

We are recruiting for a global leading financial services organisation who committed to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths.They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development. Due to ongoing development, my client is seeking a Project Manager who will be responsible for focusing on project management across a wide range of large and complex projects in a client facing role. These will span across the Pensions Administration and Consulting remit, including implementations, benefit changes, Pensions Dashboard, GMP and de-risking and will involve responsibilities not limited to: The end-to-end management of complex projects ensuring work is delivered on time, within budget, delivering client and business outcomes to a high level of client satisfaction Building client, third party and internal stakeholder relationships on the projects to become a trusted adviser to support the decision-making requirements during the project lifecycle. Provide advice and guidance in the management of complex pensions initiatives Understanding the client specific needs and strategic journeys and delivering project outcomes that support those needs Leading enhanced collaboration between multiple service lines and multiple providers as well as defining project roles and responsibilities across the business and third parties Control project scopes, and have a deep understanding of the impact of scope changes and adjusting project plans and communication accordingly utilising the agreed change management processes Reviewing significant project proposals of high complexity and ambiguous parameters with high visibility and identifiable risk to the business, validating all project requirements, providing recommended changes to the proposal, as appropriate Cross-departmental resource management, negotiating resource requirements, and managing internal and conflicting priorities. Support project delivery leads in resource supply and demand management. Whilst the client is seeking someone with experience in the pensions industry (it doesn't need to be your whole career), however it is essential that you possess client-facing project management experience and your pensions knowledge should include a deep working knowledge of DB, DC and insured pension schemes. Additionally, you will be someone with excellent relationship building and communication skills together with a structured and organised, working effectively across multiple deadlines, a strong business acumen with existing client-facing experience and a willingness to learn new skills and be adaptable to a changing environment The roles can be aligned to any of their offices in the UK on a hybrid-working basis. Offering excellent remuneration packages together with the opportunity to work for an organisation who want to break the normal cycle and change the world of pension administration for the better, further information is available on application.

One of our clients is looking to a point a Finance Business Partner to support a portfolio of SME clients. This is a relationship-driven role focused on providing financial insight, strategic guidance, and commercial support, rather than carrying out the day-to-day compliance work. Working closely with business owners, you'll help them understand their financial performance, identify opportunities for growth, and make informed decisions. You'll become a trusted adviser, offering proactive support and ensuring clients get maximum value from the firm's wider services. The Role Key responsibilities include: Managing relationships with a portfolio of business clients. Acting as a trusted adviser and first point of contact. Reviewing management information and discussing business performance with clients. Providing commercial insight and practical recommendations. Supporting budgeting, forecasting, and business planning discussions. Identifying opportunities, risks, and areas for improvement. Collaborating with internal teams to ensure an excellent client experience. Managing client engagement, retention, and service delivery. This position offers a blend of account management, financial review, and business partnering, making it ideal for someone who enjoys advising clients and building long-term relationships. About You The ideal candidate will have: Previous experience within an accountancy practice or outsourced finance environment. Strong client-facing and relationship management skills. Experience reviewing management accounts and discussing financial performance. The ability to explain financial information in a clear, practical way. Strong organisational skills and the ability to manage multiple priorities. Familiarity with systems such as Xero, QuickBooks, or similar. ACA, ACCA, CIMA, or equivalent experience (qualification not essential). What's on Offer A client-focused advisory role with limited compliance responsibilities. The opportunity to work closely with ambitious and growing businesses. A collaborative and supportive team environment. Modern systems and processes designed to maximise client value. A varied role with genuine scope to influence client success.

Paraplanner Bracknell Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Bracknell team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

The Accountant will play a key role in supporting Head of Finance with the running of finance function , whilst also providing accurate, timely and high-quality reporting to Head Office. The role has increased focus on robust reporting, financial controls, IFRS-related queries, audit support and the provision of clear financial information to meet local and Group requirements. Client Details This role is with a company in the Technology & Telecoms industry based in Walton-On-Thames. Description Review and support the preparation of the monthly management accounts, including ledger reviews, control account reconciliations and variance analysis. Understand key drivers impacting revenue fluctuations. Maintain accurate financial records and ensure reconciliations are completed on a timely basis, and deadlines are met. Assist with reporting to Head Office, including the preparation and submission of financial data, analysis and supporting schedules. Liaise with Head Office colleagues to respond to finance queries and support Group reporting requirements. Assist with reporting requirements, including supporting additional governance, control, disclosure and reporting processes as required. Support IFRS-related queries and Group reporting adjustments, working with the Head of Finance and external advisers where necessary. Review and support monthly payroll and pension scheme administration, ensuring accurate processing and appropriate reconciliation. Assist with cash flow forecasting, budgeting and re forecasting when required, including the preparation of supporting analysis and assumptions. Provide cover and support across core finance processes, including invoicing, bank reconciliations, expenses, credit card control, reconciliation of system data etc Assist with year-end and interim audit requirements, including preparation of audit schedules, responding to auditor queries and supporting the production of statutory accounts. Keep up to date with UK GAAP changes. Assist with tax calculations, computations and supporting schedules where relevant. Contribute to ensuring finance systems, processes and procedures comply with legal, regulatory and internal control requirements. Identify and recommend improvements to finance processes, reporting efficiency and internal controls. Support the Head of Finance and wider finance team with ad-hoc finance projects, analysis and operational tasks as required Profile Have proven experience in a similar finance or accounting role, ideally within a technology, software, financial services or regulated environment. Be newly qualified or qualified by experience, with strong technical accounting knowledge. Have a good understanding of UK GAAP, with exposure to IFRS or Group reporting requirements being beneficial. Be proficient in accounting software, preferably Sage 50 Accounts and Sage Payroll, with advanced excel skills. Have strong analytical skills and the ability to interpret financial data clearly and accurately. Job Offer A salary ranging from 55,000 to 60,500, dependent on the level of experience. Hybrid working options for added flexibility. A permanent role within the Technology & Telecoms industry. If you're interested in this role, apply now

Paraplanner Liverpool city centre Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Liverpool team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner . Permanent position. This role will be based in the company's central Leeds office. The position will initially be office-based during the training period, with hybrid working available once the successful candidate is fully established in the role. Reporting directly to the Managing Director, the Senior Paraplanner will provide technical support across the firm's financial-planning activities, producing compliant reports, conducting research and supporting advisers with complex client requirements. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Produce accurate and compliant suitability reports within agreed timescales. Conduct detailed technical research across financial-planning products and solutions. Assist with the preparation of client portfolio reviews. Respond to technical queries from clients and Financial Advisers. Produce detailed client cash-flow models. Support advisers with complex pensions, investments and wider financial-planning cases. Assist with maintaining and updating the firm's preferred provider panels. Monitor recommended providers, products and investment structures on an ongoing basis. Work with the Technical team to update standard reports, recommendation wording and advisory tools. Maintain up-to-date technical knowledge across all relevant areas of financial advice. Produce technical bulletins and updates for clients and professional introducers. Provide technical guidance and training to other members of the team. Ensure all advice documentation meets regulatory and internal compliance standards. Work closely with Advisers and administrators to ensure cases progress accurately and efficiently. Skills & Experience Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role. Comprehensive experience dealing with pensions is essential. Strong knowledge of investments, retirement planning and wider financial-planning solutions. Minimum CII Level 4 Diploma in Regulated Financial Planning or an equivalent qualification. Relevant pension-planning examinations must have been completed. Commitment to progressing towards the CII Advanced Diploma and Chartered Financial Planner status. Strong experience producing compliant suitability reports and technical research. Experience producing cash-flow models and client portfolio reviews. Excellent analytical and problem-solving abilities. Strong written communication skills with excellent attention to detail. Ability to interpret complex technical information and communicate it clearly. Competent using Microsoft Excel to an intermediate level. Strong organisational skills with the ability to manage competing deadlines. Confident supporting and developing less-experienced colleagues. What's on Offer Fully negotiable salary based on experience and capabilities. Hybrid working following the initial office-based training period. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and technical training. Support towards the Advanced Diploma and Chartered Financial Planner status. Senior position reporting directly to the Managing Director. Opportunity to influence the firm's technical processes, provider panels and advice standards. Supportive and experienced wealth-management team. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to £35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs. We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisers liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. You will ideally have a couple of years of Office Administration experience within any sector. We are ideally seeking someone who would like to start to develop a career within Financial Services and Financial Advice, in this role you'll be working with Investments, Pensions, ISA, OEICS, the successful candidate will be trained and developed within the business. It would be to your advantage if you specifically have a desire to build a career in the longer-term within Financial Advice and Financial Planning. We would ideally be looking for someone with good GCSE and / or A level grades at a minimum, with good English and Maths grades.

Family Solicitor, 8+ PQE, Cambridgeshire, c£60,000 (DOE) plus extensive benefits. This is an excellent opportunity for a highly skilled Family Solicitor with significant experience in advising privately paying clients on all aspects of relationship breakdown, divorce and financial matters. The successful solicitor will manage a varied caseload of high-quality private family work while contributing to the continued growth and success of the department through business development and networking activities. Hybrid working, 26 days + Bank Holidays (plus your birthday off after one year of service). To express your interest or find out more about the role, please call Cassie on or email your CV to Job Ref: FAMILY SOLICITOR: Managing a caseload of privately funded family law matters from inception to conclusion. Advising clients on, divorce and dissolution of civil partnerships, financial remedy proceedings, high-net-worth financial settlements, property and asset division, pension sharing arrangements, cohabitation disputes, separation agreements and pre-nuptial and post-nuptial agreements. You will build strong client relationships, delivering exceptional client care and service. Develop referral relationships with professional contacts, including financial advisers, accountants and other introducers. Contributing to marketing and business development initiatives. Supporting and mentoring junior members of the team where appropriate. Ensuring compliance with regulatory requirements and firm procedures. Ideally you will have Membership of Resolution, Family Law Accreditation or equivalent specialist recognition, an established professional network and referrer relationships and experience supervising junior lawyers and support staff. This is a successful national law firm with offices across the country. A people-focused business where staff and clients come first. They pride themselves on being a progressive, forward-thinking employer offering the flexibility and opportunity to progress your career. The benefits package aims to support your career, financial, lifestyle, health and wellbeing needs. HOW TO APPLY: To apply contact Cassie at eNL on or email with your CV, or simply call for a confidential discussion. eNL will never share your CV with a third party without your express permission. As part of our candidate care process, we aim to respond to all applications in 7 days. If you have not been contacted within this timescale, your application has been unsuccessful on this occasion. Please note our advertisements use PQE/salary levels purely as a guide. At eNL we value diversity and inclusion. We want to attract people at all levels and encourage applications from all suitably qualified candidates whatever your ethnicity, religion, age, physical or mental disability, sexual orientation, gender identity or any characteristics protected by law in the jurisdictions in which we operate.

Mortgage and Protection Advisor - The Package: Potential for Hybrid working pattern between the office and your home Basic salary between £35,000 - £40,000 OTE of £80,000 - £100,000+ Up to 30% commission on banked business (tiered structure) Full in-house admin support - from appointment to completion High volume of quality leads - no cold calling Big investment in marketing to help you convert more Real career progression and promotion potential Onsite parking Quarterly team socials and events Working Hours 8.45am - 5.30pm 5 days per week with 1 Saturday a month 10am - 3pm Mortgage and Protection Advisor - About the Company: You will be working with a directly authorised, fast-growing mortgage firm that's building a reputation for excellence, integrity, and results. With a huge influx of quality leads and big case sizes, this is a rare opportunity to join a high-performing team backed by robust admin support and serious investment in marketing. Clients come first of course - but so do Advisers If you're driven, CeMAP-qualified, and looking for a role where you can thrive both financially and professionally, you'll feel right at home here You'll be working with warm leads, engaging with clients both over the phone and face-to-face to help them secure the right mortgage and protection solutions. Supported by a dedicated admin team, you'll be free to focus on what you do best - giving expert advice, building relationships, and closing deals Mortgage and Protection Advisor - Key Responsibilities: Advise clients on a full range of mortgage and protection products Conduct thorough financial assessments and recommend tailored solutions Manage your pipeline from enquiry to completion with admin support Maintain strong relationships with clients, lenders, and insurers Stay current with market regulations and product changes Mortgage and Protection Advisor - The Successful Candidate: Minimum 12 months as a Mortgage & Protection Adviser Fully CeMAP qualified (or equivalent) Strong product knowledge and understanding of FCA regulations Confident communicator with a passion for customer service Self-starter who thrives in a fast-paced environment Able to work independently but loves being part of a team We're after someone who's experienced, motivated, and people-focused - someone who wants to build a long-term career in a high-performing team. If you're ready to step into a well-supported, well-paid, high-lead environment where you can do what you're great at - and grow while doing it - we'd love to hear from you Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.