86 jobs found

Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .

Financial Administrator Location: Kingsley, Hampshire Salary: £30,000 - £35,000, dependent on experience Job Type: Full-time, office-based An established independent financial adviser firm based in Kingsley is looking for a Financial Administrator to join its friendly and supportive team. This is a great opportunity for a capable Financial Administrator with previous experience or a competent Administrator with proven skills, ideally in in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting. The Role As a Financial Administrator , you will be involved in a varied and fast-paced role, supporting financial advisers with client administration, new business processing and ongoing case management. The successful candidate will be organised, accurate, confident dealing with providers and clients, and comfortable working as part of a close-knit office-based team. Key Responsibilities Providing administrative support to financial advisers Processing new business applications across pensions, investments, mortgages and protection products Managing client records and maintaining accurate documentation Using Intelligent Office, IO, to update workflows and client data Liaising with providers including Fidelity, Aviva and Quilter Processing contributions, withdrawals and fee calculations Preparing client review packs and documentation Supporting fund switches, rebalancing and risk profiling administration Monitoring and progressing cases through to completion Handling client and provider queries professionally and efficiently Ensuring compliance with company procedures and FCA requirements Supporting the wider administration team where required Skills and Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident written and verbal communication skills Ability to prioritise workload and work effectively within a team Proficient in Microsoft Office applications What our client offers Friendly and supportive working environment Opportunity to work within an experienced financial services team Ongoing training and development opportunities Stable, long-term career opportunity Office-based role How to Apply If you are looking for a long-term opportunity with an established independent financial adviser firm, please apply today. Please submit your CV along with a short cover letter outlining your relevant experience and why you are suitable for the role.

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.

Administrator Hybrid - Maidstone (3 days in the office, 2 from home) 30,000 - 32,000 Are you a highly organised administrator looking for your next opportunity? Do you enjoy working with processes, managing multiple tasks and ensuring everything is completed accurately and on time? Our client, a respected and forward-thinking Wealth Management business, is looking for an Administrator to join their friendly and supportive team. Previous IFA or Financial Services experience is not essential - we are keen to speak with candidates who have strong administrative experience, excellent attention to detail and a willingness to learn. In this role, you will work closely with Financial Advisers and colleagues, providing administrative support across a variety of client-related activities. Responsibilities will include preparing documentation, processing new and existing business, obtaining information from providers, handling client enquiries and ensuring records are maintained accurately and efficiently. We are looking for: Strong prove administration experience Excellent attention to detail and organisational skills Ability to prioritise a busy workload Confident written and verbal communication skills Good IT skills and a proactive approach to learning Team player with the ability to work independently In return, you'll join a company known for investing in its people, offering ongoing training, support with professional development and qualifications, hybrid working and an excellent working environment. If you're looking for an opportunity to build a long-term career with a business that values development and progression, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do Produce clear, compliant suitability reports & recommendations Carry out in-depth technical research on pensions, investments & tax planning Build and analyse cashflow models Partner closely with IFAs to influence client advice Keep up to date with legislation, regulation & product developments Play a hands-on role in annual reviews & long-term planning What You'll Bring Experience as a Paraplanner or IFA Administrator (essential) Diploma Level 4 (or working towards) Strong technical knowledge of pensions, investments & protection Excellent written communication and attention to detail Proactive, growth-oriented mindset - and an eye on the move to advice Why This Firm? Defined pathway to IFA - mentoring, shadowing & structured progression Full study support, CPD & professional development Salary up to £50,000 + bonus + benefits Hybrid working & flexible hours (full-time or part-time) Inclusive, values-led culture with social team spirit Recognition based on drive & ambition, not just years served Ready to Take the Step This isn't "just another Paraplanner job." It's your route to a long-term career in financial advice with a firm that backs your ambitions. Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626 .

Finance Administrator within IFA London Permanent Full-time Salary: £30,000-£35,000 per annum (DOE) (note that we are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client) 1-2 years' recent experience within an IFA or Financial Planning environment. This is a fantastic opportunity for someone with strong administration skills who is keen to develop their career in the sector and who has ideally started or completed CII diploma. Your interest in working for IFA will need to be clearly evidenced within your CV. Are you an organised administrator looking to build a long-term career within Financial Services? We are recruiting four Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time. Whether you already have experience within Financial Services or have gained strong administration experience in another fast-paced environment, we'd love to hear from candidates who are keen to learn and build a rewarding career. The Role Working within a centralised administration team, you'll provide high-quality administrative support to Financial Advisers and colleagues, ensuring client records are accurate, compliant and maintained to the highest standard. Key Responsibilities Managing and maintaining accurate client records and documentation Preparing and submitting applications in line with company procedures and compliance requirements Processing Letters of Authority (LOAs), fund switches and valuation requests Liaising with product providers, advisers and clients, providing regular updates throughout the advice process Supporting the preparation of client review meetings and associated documentation Managing ongoing client review administration and processing follow-up actions Maintaining workflow and task lists to ensure service standards are met Assisting with reporting and month-end administration Attending team meetings and training to support your professional development Developing technical knowledge with the opportunity to handle more complex cases after your first year About You We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment. You'll ideally have: 1-2 years' recent experience within an IFA or Financial Planning environment Previous Financial Services or Financial Planning experience advantageous An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV. Excellent organisational, communication and interpersonal skills Strong attention to detail with excellent literacy and numeracy skills Good working knowledge of Microsoft Word and Excel The ability to prioritise workloads and work accurately under pressure A positive, professional and confidential approach to your work Knowledge of Intelligent Office would be beneficial but is not essential. What's on Offer? Salary of £30,000-£35,000 DOE Four permanent opportunities available Excellent training and development Clear career progression within Financial Services Increased earning potential as your knowledge develops Company benefits package Friendly, collaborative and professional working environment This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector. Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged. Apply today to be considered.

Are you an enthusiastic and motivated Administration and Client Service specialist with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a firm with a strong ethos and client centric approach? If the answer to these questions is yes, this could be the ideal role for you. In order to build on their success in providing holistic advice to HNW clients, this innovative IFA practice requires a professional and proactive Administration professional to support an entrepreneurial IFA. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, Pension, Tax and Protection planning. The successful candidate will have knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team within a small firm and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. 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

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Administrator, Financial Services Industry 25,000pa - 33,000pa doe Bristol (Pill) office-based Full-time, Permanent Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries promptly. Responsibilities Submit applications to providers Prepare paperwork for client meetings Update the inhouse CRM system Liaise with providers by phone and email Liaise with clients by phone and email Using the quotation system for in-house services Provide Advisors with template letters for completion Submit online applications Producing reports Person Specification Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator Ability to manage own time and take initiative to search out solutions Excellent communication skills Good computer knowledge and ability to work with Microsoft Word and Excel Working hours for this role are Monday - Friday 8.30am - 4.30pm (could be some flexibility with hours) and is fully office-based

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.

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

IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.

Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team

Kirtana consulting is looking for Kafka Admin Lead for 6months rolling contract in London. Job description: Role Title: Kafka Admin Lead Minimum years of experience: 12+ years Responsibilities Provision, configure, and manage Kafka clusters (Apache Kafka KRaft or ZooKeeper-backed if Legacy), Confluent Platform components (Schema Registry, Kafka Connect, ksqlDB, REST Proxy, Control Center), and Confluent Cloud resources. Ensure high availability (HA) and resilience across multi AZ/region deployments; manage partition replication, min.insync.replicas (ISR), and rack awareness. Implement and maintain client quotas, broker quotas, throttling, and back pressure strategies. Plan and execute upgrades/patching with zero/minimal downtime; maintain version currency against EOL and security advisories. Own backup/restore workflows for metadata (eg, cluster configs), Schema Registry, and Connect configs Implement authentication (mTLS/SASL: SCRAM, OAUTHBEARER with IdP, or Kerberos if Legacy) and authorization (Kafka ACLs, Confluent RBAC). Enforce encryption in transit and at rest, secret management (Vault/AKV/SSM), secure endpoint exposure, and private connectivity (VPC peering/PrivateLink). Govern topic naming conventions, retention policies, schema evolution rules (backward/fully compatible), and PII handling. Maintain audit trails (broker, Schema Registry, Control Center, Confluent Cloud audit logs) and compliance artifacts (SOX, GDPR, HIPAA/PCI as applicable). Coordinate vulnerability management (CVE watch, hardening baselines, CIS/STIG alignment). Deploy and maintain metrics pipelines (JMX - Prometheus/Grafana), logs (ELK/OPensearch), and tracing (OpenTelemetry where applicable). Define and monitor SLOs/SLIs (produce/consume latency, end to end lag, broker CPU/heap/file handles, network throughput, GC pauses). Analyze broker hotspots, partition skew, large message handling, compaction and retention settings, and tune GC/JVM for sustained throughput. Implement consumer lag monitoring and alerting with actionable runbooks to prevent data loss or SLA breaches. Model workload growth, topic/partition scaling, storage/IOPS, network egress/ingress, and broker sizing. For Confluent Cloud, optimize environment - cluster - topic hierarchy, throughput tiers, retention costs, and data flow egress; right size Dedicated vs. Standard clusters. Design partitioning strategies to meet throughput targets while balancing consumer concurrency and avoiding small partitions anti patterns Automate cluster and topic life cycle using Terraform (providers for Kafka/Confluent), Helm, GitOps workflows. Operate and scale Kafka Connect with distributed workers; manage connectors (JDBC, Debezium CDC, S3/ADLS/GCS, Elasticsearch, etc.), transforms (SMTs), and converter settings. Administer Schema Registry (compatibility levels, subject naming strategies, serializers/deserializers, schema size & references). Operate ksqlDB and/or Flink for streaming SQL; enforce resource limits and multi tenant governance. Engineer low latency and secure connectivity across data centers/VPCs/VNETs; manage DNS, TLS SANs, LB configurations, advertised.listeners, and inter cluster networking. Required Skills & Experience 5-10 years in platform/SRE/DevOps; 3+ years dedicated to Kafka/Confluent admin in production. Strong hands on with Apache Kafka internals: brokers, controllers (KRaft), partitions/replication, log segments, compaction/retention. Confluent Platform: Schema Registry, Kafka Connect, ksqlDB, Control Center, Confluent REST APIs; or Confluent Cloud admin (environments, clusters, RBAC, audit logs, networking). Proficiency with Kafka CLI tools and AdminClient usage; deep knowledge of ACLs, quotas, transactions, idempotent producers, and exactly once semantics scenarios. Prometheus/Grafana, JMX exporters, alerting systems (Alertmanager etc). JVM tuning, Linux performance (NUMA, file descriptors, page cache, disk/RAID, XFS), and network tuning (TCP buffers, MTU, jumbo frames where applicable). Linux administration (systemd, journald, Kernel params), virtualization/containers (Docker, Kubernetes). Cloud networking (VPC/VNET peering, transit gateways, PrivateLink/Private Service Connect), multi region architectures. Preferrable Confluent Certified Administrator for Apache Kafka (CCAAK), CKA/CKAD, HashiCorp Terraform Associate, major cloud certs (Azure/AWS/GCP). Experience with Confluent for Kubernetes (CFK) for operator based deployments.

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details

Pensions Analyst Salary: £28,000 - £40,000 depending on experience Join a specialist consultancy providing actuarial pensions advice for expert witness work. Our small team of highly qualified professionals supports solicitors with clear, accurate, and stress-free guidance on pension matters, predominantly within divorce proceedings and employment tribunal cases. The Role You will produce expert witness reports focused on pensions and divorce, working with instructing solicitors to analyse pension assets, interpret scheme documentation, and advise on division options. Key Responsibilities Assess cases and draft correspondence to instructing solicitors Review pension scheme documentation (e.g., CE values, benefit statements) Liaise with pension administrators to obtain required data Manage your own caseload to meet service standards Maintain accurate client records using Word, Excel, and an in-house CRM Proofread expert witness reports for technical and presentation accuracy Prepare invoices and support credit control processes What You'll Need Must-have: Proven experience in a DB pension scheme environment (life office, IFA, or pensions administration) Benefits We offer a comprehensive package of core and flexible benefits designed to support your wellbeing, financial security, and work-life balance, including: 27 days' holiday plus bank holidays, with the option to buy up to 5 additional days per year after 1 year's service Group Income Protection covering 70% of salary after long-term illness or injury Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood and menopause support via Peppy Employee Assistance Programme (EAP) for emotional, practical, and legal support for you and your immediate family Discounted shopping scheme with offers from over 3,000 retailers Emergency dependant care with up to 10 funded sessions per year Eye care allowance, annual flu vaccination, and Group Life Insurance providing 8 base salary cover Group Personal Pension Plan (GPPP) with 8% employer core contribution plus up to 4% matched contributions, including salary sacrifice benefits Optional flexible benefits including private medical insurance, dental cover, critical illness, personal accident cover, gym discounts, Cycle to Work, Savings Plan, Share Incentive Plan, Season Ticket Loan, and Green Car Scheme (electric/hybrid vehicle leasing) If you feel like this is a role for you, please apply below

Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.

A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.