55 jobs found

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

Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time

Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!

Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.

IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients, providers, and third parties, preparing recommendations, conducting research, managing client servicing activities, and ensuring all business is processed accurately and compliantly. This is an excellent opportunity to join a growing practice that values initiative, rewards success, and offers genuine long-term career progression. Key Responsibilities Paraplanning & Technical Support Prepare suitability reports, client recommendations, and supporting documentation Conduct research and analysis to support financial planning advice Gather and analyse provider information and technical data Ensure recommendations are presented accurately and professionally Client & Adviser Support Provide comprehensive support to advisers throughout the client journey Liaise with clients, providers, and third parties via telephone, email, and written correspondence Build strong relationships through professional and proactive communication Deliver a consistently high standard of client service Client Onboarding & Servicing Manage new client onboarding processes Support ongoing servicing and review activities Prepare meeting packs and supporting documentation Coordinate client follow-up actions and service requests Compliance & Administration Maintain accurate client records and documentation Ensure all work meets FCA and internal compliance standards Manage adviser diaries and meeting preparation Support wider practice administration and operational processes What We're Looking For Previous experience within Financial Services, Wealth Management, Financial Planning, or Paraplanning Strong understanding of financial planning processes and client servicing Experience preparing suitability reports and adviser documentation would be advantageous Excellent verbal and written communication skills Exceptional attention to detail and organisational ability Ability to manage multiple priorities and deadlines effectively A proactive and client-focused approach A genuine desire to contribute to a growing and ambitious practice What's In It For You? OTE of £40,000 - £55,000 Quarterly Performance Bonus (£500 per quarter) Additional Paraplanning Bonus (£100 per retirement transfer or IHT case) 5% Employer & Employee Pension Contributions via Salary Sacrifice 25 Days Annual Leave plus Bank Holidays Hybrid Working Supportive and collaborative team environment Exposure to high-quality clients and advisers Clear career progression opportunities within a growing business To find out more, please contact: Laura Warburton Senior Partner Financial Divisions

Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, 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.

Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

Job Title: Senior IFA Administrator Location: London Salary: £35,000 to £45,000 Capio Recruitment are partnering with a highly regarded Financial Planning firm that is looking to appoint a Client Relationship Executive to join its London office. This is an excellent opportunity for an experienced Financial Planning Administrator or Paraplanner who enjoys building relationships and wants to move into a more client centric role. Rather than focusing purely on administration, you'll become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while helping to strengthen long term client relationships. This is not a junior administration position. The business is looking for someone with strong industry experience, a positive and proactive mindset, and someone who genuinely enjoys working with clients. If you're looking for a role where you can have a real impact on the client experience while continuing to develop your career within Financial Planning, this could be a fantastic opportunity. The Role Acting as the main day to day contact for a portfolio of Financial Planning clients Building trusted relationships through regular communication and proactive service Working alongside Financial Advisers to ensure a seamless client journey Coordinating client reviews, meetings and ongoing servicing requirements Liaising with providers and internal teams to ensure client requests are completed efficiently Supporting advisers with the implementation of recommendations and follow up actions Identifying opportunities to improve the overall client experience Maintaining accurate client records and ensuring excellent service standards are consistently delivered What's Needed to Be Considered? Previous experience within an Independent Financial Adviser or Wealth Management firm Background as an experienced IFA Administrator, Senior Administrator or Paraplanner Excellent communication skills with a genuine passion for building client relationships A proactive, organised and solution focused approach Strong understanding of pensions, investments and financial planning processes Progress towards the Level 4 Diploma would be advantageous, although not essential Someone who is ambitious, positive and excited to become part of a growing Financial Planning business What's on Offer? Hybrid working The opportunity to move into a genuinely relationship focused role Ongoing professional development and support with qualifications Long term career progression within a successful and expanding Financial Planning business A collaborative culture where delivering an exceptional client experience is the priority To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.

Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance. The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships. There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly. Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning. Key Responsibilities Research & analysis for planners Producing financial plans & suitability reports Preparing documentation for recommendations Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight Handling technical client/provider queries Supporting advisers with complex planning cases Requirements Level 4 Diploma (minimum) 18 months+ paraplanning experience Strong technical knowledge (pensions, investments) Excellent report writing & market research skills Experience working with HNW clients High accuracy, strong communication, able to work independently Benefits £35,000-£45,000 + bonus up to 15% 27 days holiday + bank holidays + birthday off 7% employer pension Private medical, healthcare & life insurance Training & qualification support (advanced/Chartered) Free parking Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

IFA Administrator - Private Wealth - Sheffield - £28,000-£32,000 Location: Sheffield (office-based) Salary: £28,000-£32,000 Role: IFA Administrator / Client Support Environment: Chartered, multi-disciplinary private wealth group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices , combining financial planners, paraplanners, administrators, tax specialists, accountants and private client experts, giving you strong technical support and a genuinely collaborative environment. The financial planning team is close knit, highly qualified and well structured , meaning you're surrounded by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long standing client relationships, strong retention and clear internal progression. Role Overview You'll provide end to end administrative support across new business, client reviews, group schemes and ongoing servicing. This role is ideal for someone with strong financial services admin experience who enjoys working in a structured, professional private-wealth environment. Key Responsibilities Client admin: meeting confirmations, IO/Iris updates, creating electronic client files, managing LOAs, liaising with clients/providers New business: producing illustrations, applications, fund info; processing online/paper applications; monitoring pipeline; chasing underwriting Client reviews: preparing pre-meeting packs, processing post-meeting actions, producing review letters Group schemes: monitoring existing schemes, handling renewals, setting up new schemes General admin: managing stationery/post, handling provider correspondence, actioning adviser/client requests Requirements 3+ years financial services experience FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Strong organisation, communication and accuracy Ability to prioritise and work to deadlines Benefits Study support 25 days holiday + bank holidays (option to buy +5) Pension Health Cash Plan Life Assurance (4x salary) Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to £55,000 + Quarterly Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.

A highly regarded international investment management and financial planning firm is continuing to expand its UK advice function and is seeking to recruit Desk-Based Advisers / Paraplanners at varying levels of experience to join its established London team. The firm manages circa £100bn of client assets globally and provides regulated financial advice to high-net-worth private clients across the UK and Europe. The London support function currently consists of over 60 professionals covering all areas of Financial Planning and Portfolio Management. This is an excellent opportunity for experienced paraplanners or desk-based advisers looking for long-term career progression within a growing, well-resourced organisation. The Role The successful candidate will sit within a UK advice and additions team, providing FCA-regulated financial planning advice and technical support across a wide range of client scenarios. Depending on experience, the role can be more client-facing or more technical/paraplanning focused, with flexibility for the right individual. Key responsibilities include: Conducting fact-finding calls with clients to understand objectives, financial circumstances, time horizons, and cash flow needs Analysing client portfolios to determine suitable asset allocation recommendations Reviewing and advising on pension transfers, investment bonds, taxation, and account structure suitability Assessing the suitability of pension transfers and bond surrenders Preparing detailed suitability reports, written recommendations, and financial planning proposals Communicating and delivering advice directly to clients to ensure understanding Working closely with internal departments to deliver best client outcomes Supporting training initiatives and contributing to process and efficiency improvements Ensuring ongoing compliance with FCA regulations, internal T&C requirements, and Fit & Proper standards Candidate Profile The firm is open to candidates at different stages of their career, provided they demonstrate strong technical capability and professionalism. Typical requirements include: Minimum 3+ years' experience within financial services Strong understanding of financial planning principles and client suitability Experience with pensions, investments, and tax planning Ability to work accurately with complex information and manage workloads effectively Comfortable operating in a fast-paced, professional environment Strong communication skills, particularly over the phone Quantitative and analytical mindset Qualifications: Degree educated or equivalent professional experience Level 4 qualification (CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma preferred) Willingness to complete initial and ongoing Fit & Proper assessments Salary & Benefits Basic salary: £60,000 - £70,000 (dependent on experience) Bonus: Typically £10,000+ Holiday: 28 days annual leave (with option to purchase additional days) Pension: Up to 15% total contribution (employer contribution plus matching) Private Medical Insurance (including dependants) Dental cover Gym subsidy Employee Assistance Programme and wellbeing support Ongoing professional development and training A first-class opportunity for an experienced Paraplanner to work for a lead name in the international wealth planning sector offering an exceptional salary, bonus, benefits and overall working environment.

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James's Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do' working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.