238 jobs found

Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices click apply for full job details

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs click apply for full job details

Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details

Senior Paraplanner Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued cl click apply for full job details

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details