227 jobs found

Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary The Candidate Essentials part or full Level 4 CII Diploma in Financial Planning (or experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 1 years' experience in a financial services Para Planning role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction

Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.

Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).

Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview

A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Adviser - (York) Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options Available About A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes. The Role This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures. What You'll Be Doing Providing holistic financial planning advice to new and existing clients Building and maintaining long-term client relationships through regular reviews and ongoing support Delivering advice across pensions, investments, protection, retirement and estate planning Conducting client meetings and presenting suitable recommendations in a clear and engaging manner Identifying new business opportunities through referrals, networking and professional connections Working closely with paraplanners and administrators to ensure a seamless client experience Reviewing clients' financial circumstances and developing tailored planning strategies Maintaining accurate client records and ensuring all advice complies with FCA requirements Contributing to the growth and success of the business through a proactive and results-driven approach Staying up to date with changes in legislation, taxation and the wider financial planning landscape Requirements Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business Previous Paraplanning experience with strong technical knowledge across financial planning disciplines Level 4 Diploma in Regulated Financial Planning (minimum) Excellent interpersonal and relationship-building skills Strong understanding of pensions, investments, protection and retirement planning Ability to manage client relationships independently and professionally Commercial awareness and a proven ability to generate business opportunities Strong communication, presentation and report-writing skills Good understanding of FCA regulations and compliance requirements Personal Attributes Highly motivated and ambitious Driven to develop long-term client relationships and grow assets under management Professional, personable and client-focused Self-sufficient with strong organisational skills Positive and collaborative team player Committed to delivering high-quality financial planning and outstanding client outcomes Remuneration Employed Option Basic salary of 40,000 Bonus of 50% of fees generated Flexible working arrangements Full paraplanning and administrative support Self-Employed Option 80% of new business fees 25% of ongoing fees Flexible and autonomous working arrangement Full back-office, paraplanning and administrative support Opportunity to build and grow your own client bank Benefits Flexible working setup Choice of employed or self-employed remuneration structure Full paraplanning and administrative support Access to modern financial planning technology and cashflow modelling tools Ongoing professional development and CPD support Collaborative and supportive team culture 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.

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!

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

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.

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.

Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.

Paraplanner £38,000 to £44,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.

Financial Planning Administrator Outer Guildford, Surrey £30,000 - £40,000 plus bonus This is a rare opportunity to join one of Surrey's most established and well-regarded Independent Financial Advisory firms - a business that has been quietly doing things the right way for over two decades. Based on the outskirts of Guildford, the firm supports a loyal and diverse client base spanning Surrey, Hampshire and London, with investable assets typically ranging from £100,000 to £1 million or more. Many of these are long-standing relationships with local families, retirees and high-net-worth individuals, built on trust and continuity over many years. The business also holds valued partnerships with a number of professional sports clubs, which continue to bring new client relationships through the door. Following an exceptionally strong twelve months, the Managing Director is looking for a Financial Planning Administrator to join the team and play a central role in supporting the firm's advisers, paraplanners and mortgage specialists. If you have hands-on experience of Intelligent Office (Intelliflo), this firm wants to hear from you - it sits at the heart of how the business runs, and confidence using it will make a genuine difference from day one. Day to day you will be onboarding new clients, gathering personal and financial details, preparing letters of authority and valuations, conducting AML checks, liaising with product providers and preparing meeting documentation and resources. The firm works across a number of platforms including Quilter, Aviva, Elevate, Standard Life Wrap and Transact. This is a well-supported role in a business that invests in its people. You will benefit from a thorough induction, study support for any professional exams you are undertaking, 25 days' holiday, a strong pension contribution, a bonus scheme and enrolment onto a death-in-service and income protection scheme. Parking is accessible and on hand. The right candidate will be organised, personable and keen to develop within a firm that takes real pride in the quality of its client relationships. Prior experience in financial services administration is essential.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Drive the growth of a well-established SIPP proposition across the UK adviser market, building strategic relationships and creating new business opportunities within a highly respected professional services organisation. This is a strong opportunity for an experienced Business Development Manager with an established adviser network who wants the autonomy to develop their market, build long-term relationships and make a visible impact on business growth. You'll focus on increasing support for an established SIPP offering, working closely with advisers, paraplanners and key decision makers across the UK. With a genuine national remit and the backing of a recognised brand, you'll be well positioned to develop opportunities and drive growth through both new and existing relationships. This role would suit someone who enjoys operating with a high degree of ownership, identifying opportunities, opening doors and building lasting relationships rather than working within a highly structured sales environment. About the firm Our client is a leading professional services consultancy with an established reputation across pensions, investments and financial services. With significant technical expertise, a strong market presence and continued investment in growth, they have developed a highly regarded proposition within the adviser market. Their collaborative culture combines the backing of a large organisation with the autonomy and flexibility trusted professionals value. What you'll do Develop new relationships with financial advisers and intermediary firms across the UK Grow and strengthen existing introducer relationships to increase long term support for the proposition Build relationships with advisers, paraplanners, research teams and key decision makers Identify and prioritise high value opportunities within the adviser market Promote the SIPP proposition and support future proposition developments Convert suitable pension enquiries within regulatory guidelines Work closely with internal stakeholders to maximise commercial opportunities Maintain a strong understanding of adviser needs, market developments and competitor activity What you'll need Proven business development experience within the SIPP market Existing relationships within the UK financial adviser market Strong commercial judgement and the ability to identify genuine growth opportunities Excellent relationship building and influencing skills Understanding of regulatory requirements within pensions and financial services Experience working with adviser firms, DFMs, banks or large advice businesses Relevant pensions or financial planning qualifications would be advantageous Benefits Competitive base salary and discretionary bonus Generous pension scheme Private medical insurance Life assurance Income protection Up to 30 days holiday plus holiday trading Electric vehicle scheme Healthcare cash plan and dental cover Sports and gym allowance Cycle to work scheme Flexible working Wide range of additional lifestyle benefits If you're interested, please click Apply now or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.