201 jobs found

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

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

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

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

Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00) Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors The Opportunity Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team. This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression. The Company Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative. In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance. Requirements Previous experience within a financial planning or wealth management environment Strong organisational skills, with excellent attention to detail A proactive and positive approach to work Confident communicator, both written and verbal Ability to manage multiple tasks and work effectively in a fast-paced environment A client-focused mindset, with a desire to deliver excellent service Thompson & Terry Ltd, trading as Thompson & Terry Recruitment are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments. No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. Applications from all suitably qualified individuals are encouraged. If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know. PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.

Events Administrator Leicester City Centre / Hybrid C £32,500 p.a. DOE Do you thrive in fast-paced environments where organisation and attention to detail are critical to success? Would you love to play a key role behind the delivery of high-profile national and international events? Are you looking for a varied opportunity where no two projects, clients or days are ever the same? The Company: ER Recruitment are excited to be working with our client, a dynamic and growing events and brand management agency delivering end-to-end solutions across events, production, PR and brand experiences. The business is now expanding its operational capability with a brand new Events Administrator role to support continued growth. Role & Responsibilities of the Events Administrator: Provide direct administrative and logistical support to 3 Project Managers across multiple live events Support venue sourcing, supplier coordination, catering research and logistics planning Manage attendee registration processes using systems such as Cvent, Eventbrite or internal CRM tools Maintain accurate event documentation including delegate packs, travel arrangements, name badges and event collateral Support budget tracking and financial administration, updating spreadsheets and highlighting variances Assist with coordination of site visits, transport and accommodation arrangements Collate and manage RAMS and compliance documentation from third-party suppliers Provide on-site and virtual event support as required (3 5 times per year) Maintain accurate databases of suppliers and event assets for future projects About You as the Events Administrator: Previous events administration experience Exceptionally organised with the ability to manage multiple deadlines and conflicting priorities Highly detail-focused with strong accuracy across logistics, documentation and scheduling Confident managing supplier and stakeholder relationships professionally Experience supporting budgets, purchase orders or financial tracking would be advantageous Strong digital skills including Google Sheets, CRM or ticketing platforms Adaptable, resilient and comfortable working within a fast-moving and evolving industry Able to bring a proactive, creative and solutions-focused approach to projects Willingness to occasionally travel within the UK or internationally in support of events Additional Benefits: 27 days holiday (rising to 30) plus bank holidays Workplace pension (auto-enrolment) Weekly wellbeing and PT sessions during work time Flexible working hours (8:30 5:00 or 9:00 5:30) Hybrid working 1 day WFH (Wednesday) Exposure to national and international events Please note by applying for this role you give consent for ER Recruitment to retain your CV for up to 24 months for the purposes of assisting you to find your next role unless you notify us otherwise. While we aim to get back to all applicants, if you do not receive a response within 7 working days then unfortunately your application has been unsuccessful on this occasion. We are here to help with your career so please send a copy of your CV to us. If you know of anyone else who is looking for their next opportunity, please feel free to refer them to us or pass on our details. We look forward to hearing from you.

Account Manager - 6 Month FTC Location: Aston Clinton Salary: 32,000 per annum Contract: 6-month fixed-term contract Job Type: Full-time We are currently recruiting for an Account Manager to join a busy and growing team based in Aston Clinton on a 6-month fixed-term contract with the possibilty to go perm! This is a varied role where you'll be responsible for managing key client accounts, building strong relationships and making sure every order and event is delivered smoothly from start to finish. You'll work closely with clients, warehouse teams, drivers, crew and suppliers, so this role would suit someone who is organised, proactive and confident communicating with a wide range of people . The Role As an Account Manager, your responsibilities will include: Managing day-to-day communication with key clients and responding to enquiries promptly and professionally Taking ownership of the full client order lifecycle, from initial requirements through to completion Planning ahead to ensure staffing, drivers, equipment and logistics are in place for upcoming events Identifying potential issues early and putting solutions in place before they become a problem Supporting clients, drivers, crew and couriers throughout events Organising regular client calls to review service, identify upselling opportunities and forecast future business Working within agreed client budgets Preparing Health & Safety reports, risk assessments and method statements Maintaining accurate stock and equipment information Completing monthly reports, KPIs and financial information within required deadlines Working closely with the warehouse team to ensure orders are delivered on time and in full Booking and coordinating drivers, external crew and suppliers where required Making sure all relevant documentation and information is shared with the appropriate teams Providing support and guidance to administrators and other Account Managers Helping to ensure the wider office team meets its daily tasks and deadlines About You We're looking for someone who is: Experienced in FMCG, brand events or trade show environments Highly organised with excellent attention to detail Confident communicating with clients and internal teams Proactive and comfortable working in a fast-paced environment Able to manage multiple accounts, deadlines and priorities at once Confident using Microsoft Office, particularly Excel Commercially aware and comfortable working within budgets Able to identify problems and find practical solutions A strong team player who is happy to support colleagues when needed Working Hours The role may occasionally require flexibility outside normal working hours, including some evenings during the week and weekend work as part of a team rota. Apply Today If you're an experienced Account Manager looking for a 6-month fixed-term opportunity where you can make an immediate impact, we'd love to hear from you. Apply today to be considered for this exciting opportunity. INDCOM Planet Recruitment is acting as an Employment Business in relation to this vacancy.

Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style In Office Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team. The Role: Client Support - Financial Services You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business. Managing and collating key data for reports and portfolio reviews Dealing with enquiries and correspondence from clients and providers Managing the database of clients using the CRM system and diary management for the Partner and Advisors Knowledge of office administration procedures for all core products Pension, Investments and Protection. Ability to complete a standard Carry Forward Calculation Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. The Person: Client Support - Financial Services To be considered for this role you will need: Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills with the ability to plan your work You must have a passion for learning and bring a positive energy to the office. Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. 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.This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households. 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

Senior Lettings Negotiator Basic salary £30,000 plus £1,800 car allowance. On target earnings of £40,000. The role will be ideal for either a Lettings Negotiator looking to make the next step in their career who wants to be carrying out Lettings valuations or someone currently working as a Senior Lettings Negotiator but within an environment which is failing to recognise their full potential, provide the necessary training and support required or limited opportunity to improve earning potential. Senior Lettings Negotiator If you consider yourself to be a team player then we have a refreshing position available for a multi skilled Letting Agent with strong selling and closing skills. Senior Lettings Negotiator From winning new business to motivating your colleagues you must be professional in your approach to every aspect of the process of letting homes. Senior Lettings Negotiator All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Senior Lettings Negotiator Basic salary £30,000 plus £1,800 car allowance. On target earnings of £40,000. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

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

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Senior Paraplanner Location: Knutsford, Cheshire Salary: £50,000 per annum Benefits: Full-time position Hybrid working available, including 1 day per week working from home Convenient Knutsford location Ample on-site parking Opportunity to work closely with experienced Advisers and a supportive team Varied role offering exposure to technical financial planning and complex client cases About the Company: Our client is an established financial planning practice based in Knutsford, Cheshire, providing a professional and client-focused service. They are looking to appoint an experienced Paraplanner to join their team and provide high-quality technical and financial planning support to the Advisers. This is an excellent opportunity for a Paraplanner with strong report writing skills who enjoys taking ownership of cases and working closely with Advisers and the wider administration team. Key Responsibilities: As a Paraplanner , your responsibilities will include: Preparing clear, compliant and client-focused suitability reports Providing technical support to Advisers and assisting with financial planning strategies Analysing existing client arrangements and identifying opportunities to enhance current plans Supporting cases from initial instruction through to completion Working closely with the administration team to ensure applications are processed accurately and efficiently Monitoring submitted business and liaising with product providers where required Ensuring client files and back-office systems are maintained accurately Preparing cashflow models using Voyant Conducting research and analysis using Financial Express Analytics Preparing for client meetings and completing post-meeting actions Producing illustrations, product comparisons and supporting documentation What We're Looking For: The successful Paraplanner will ideally have: Strong experience working as a Paraplanner within a financial planning environment Excellent report writing skills and the ability to produce clear, accurate and client-focused documentation Good technical knowledge across life, pensions and investment products The ability to analyse existing financial arrangements and provide appropriate technical support Experience managing cases through to completion Strong attention to detail and a commitment to maintaining high standards of compliance Excellent communication and organisational skills The ability to work collaboratively with Advisers, administrators and the wider practice team A Level 4 Diploma in Financial Planning is desirable, although candidates without the qualification will also be considered where they can demonstrate strong relevant Paraplanner experience. Desirable Skills: Level 4 Diploma in Financial Planning Experience using Voyant for cashflow modelling Experience using Financial Express Analytics Strong knowledge of pensions, investments and protection Excellent suitability report writing skills Good understanding of the end-to-end advice process Previous experience supporting Advisers with technical queries Strong IT and back-office system skills How to Apply: Interested? Submit your CV today! If your experience aligns with this Paraplanner opportunity, one of our specialist consultants will contact you to discuss the role in more detail. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Retail Head Chef Premium Corporate Dining Brand-New Site Opening Central London 55,000 per annum Plus Bonus Monday to Friday 40 Hours Per Week Lead a Team of 20 Chefs Up to 1,300 Covers Daily Brand-New Building Opening 2026 An exciting opportunity has arisen for an experienced and ambitious Head Chef to lead one of London's most exciting corporate dining operations. This is a rare chance to take ownership of a high-profile retail-led site that will relocate into a brand-new building this summer, giving the successful candidate the opportunity to help shape the food offer, presentation standards, and customer experience from day one. Catering for up to 1,300 guests daily, the operation includes a large staff restaurant, rotating pop-up food concepts, and support for wider catering requirements across the site. The food offer is heavily focused on fresh, seasonal cooking, global flavours, street food concepts, and innovative retail dining experiences that rival the high street. The Role As Head Chef, you will lead and inspire a brigade of approximately 20, creating an engaging food offer that keeps customers excited and returning every day. This is a hands-on leadership role requiring someone equally comfortable developing people, managing large-scale operations, and delivering exceptional food quality in a fast-paced environment. You will oversee all retail food production, support hospitality where required, manage staffing levels, labour planning, compliance, food safety, and financial performance, whilst driving creativity and innovation across the site. You'll also benefit from support from an on-site Nutritionist and Kitchen Administrator, allowing you to focus on leading the team and delivering an outstanding food operation. What We're Looking For Previous experience as a Head Chef or strong Senior Sous Chef within contract catering, B&I, hotels, restaurants, or high-volume hospitality environments Proven experience leading and developing large kitchen teams Strong understanding of high-volume retail catering and customer-focused food operations Passion for international cuisine, street food, food trends, and modern dining concepts Excellent knowledge of EHO requirements, HACCP, due diligence, allergens, and food safety compliance Strong commercial awareness with experience managing labour, food costs, and budgets A hands-on leader who leads by example and thrives in a fast-paced environment Excellent organisational and communication skills What's On Offer Salary of 55,000 per annum Monday to Friday working pattern Excellent work-life balance Opportunity to lead a flagship operation within a brand-new building opening in 2026 Genuine autonomy to influence menus, concepts, and retail presentation Supportive senior leadership team Long-term career development opportunities within a growing business The chance to work with a demanding but highly engaged client who genuinely values food quality and innovation If you're a passionate Head Chef looking for a role that combines leadership, creativity, high volume, and the opportunity to build something special, we'd love to hear from you. 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.

Senior Pensions Administrator At the heart of every pension scheme are its members. That's why our client combine outstanding customer service with technical expertise, robust quality controls, and a supportive team culture. We're now looking for a DB Pensions Administrator to join their growing administration team and help deliver a first-class service to our clients and their members. This role is ideal for someone with existing DB pensions experience who is keen to develop their career within a professional, forward-thinking organisation. The Role As a DB Pensions Administrator, you'll be responsible for delivering accurate, timely, and customer-focused pension administration services across a portfolio of schemes. Your responsibilities will include: Managing a wide range of DB administration activities, including leavers, retirements, transfers (in and out), and deaths Updating pension administration systems and databases accurately Logging, scanning, and managing post and correspondence Handling internal and external telephone and written enquiries professionally Running automated system calculations and completing manual benefit calculations where required Producing customer correspondence to draft or final letter standards using electronic document management systems Monitoring procedural developments and supporting the implementation of changes Returning original documentation and certificates to members securely Amending and, with experience, checking non-financial transactions such as changes of address Developing knowledge of assigned clients and their pension schemes Supporting project work and wider team initiatives Providing informal mentoring and support to junior team members Working collaboratively with internal and external teams (e.g. Payroll, Accounts, Admin Support) Accurately recording time and meeting utilisation targets Contributing to non-client activities such as training, technical committees, and events About You Essential experience and skills: Proven experience in Defined Benefits (DB) pensions administration, covering leavers, retirements, deaths, and transfers Strong numerical aptitude, demonstrated through work experience or qualifications IT-confident, particularly in Microsoft Word, Excel, and Outlook Highly organised with excellent planning and prioritisation skills Able to manage multiple tasks and meet deadlines Accurate, detail-focused, and quality-driven Strong written and verbal communication skills Benefits on offer Competitive salary and annual discretionary bonus 25 days' holiday, with buy/sell flexibility Pension contribution matching Healthcare plans, life assurance, and retailer discounts Flexible benefits scheme, employee assistance programme, and digital GP service Paid volunteering days and opportunities to take part in community initiatives Employee referral bonus for introducing successful candidates A supportive environment that encourages learning, development, and career progression

A growing and well-established financial planning firm is seeking a Paraplanner to join its expanding team. This role is ideal for someone in their paraplanning career who is looking to build strong technical foundations within a supportive, collaborative environment. The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases. Salary & Benefits: £35,000 - £45,000, hybrid working 2 days in the office and 3 from home and exam progress The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands-on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications. Key Responsibilities Support senior paraplanners with research, calculations, and report preparation Assist with fact-finds using meeting notes and digital note-taking tools Draft sections of suitability reports and client documentation Carry out product, platform, and fund research Assist with cashflow modelling and scenario planning Liaise with administrators to ensure accurate and timely case progression Maintain accurate records in back-office systems Support planning across areas including pensions, investments, protection, and basic estate planning Ensure work is completed in line with compliance and regulatory standards Skills & Experience Required Experience in a financial planning, paraplanning, or technical support role Candidates part way through RO exams (or actively studying) Strong numerical and analytical skills Good attention to detail and organisation Willingness to learn and develop technical knowledge This role suits someone who is motivated, curious, and keen to develop within financial planning. The firm values individuals who take ownership of their learning, adapt well to change, and enjoy working collaboratively rather than within rigid corporate structures.

SAC Planning Consultant Rate: 400 - 460 Remote Clearance required: BPSS 'This role requires additional vetting, which means this could take longer than our normal onboarding process. You will require additional vetting for this position, which means the process can take longer than the usual onboarding process with Capgemini. Please do not hesitate to get in touch if you have any queries.' Job Description: 8+ years of professional experience with solutions on SAC Planning / SAP BDC / SAP BPC/ SAP BW4HANA) 8+ years of Hands-on experience in SAP EPM - with recent experience in SAC Planning. Experienced with Data Modelling, Budget/Forecast Planning, Data Actions, Multi Actions, Business content, Housekeeping activity etc using SAP Analytics Cloud Planning Analytical skills with a focus on designs to cover analytics data models Experience in designing and building integrated planning solutions utilising multiple SAP source systems and data transformations etc Knowledge in Data Access Controls, administrator, maintain authorizations, connections (API, BW Bridge, etc,.) Excellent verbal and written English communication skills. Advanced communication, Relation, networking skills and multicultural skills. Knowledge & experiences in DataSphere, SAP BPC, SAP BW, BDC (Business Data cloud) an advantage Experience with - SAP Analytics Cloud Planning - Financial Planning - SAP EPM If you receive suspicious outreach claiming to be from us, please contact us via the ManpowerGroup website.

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden.This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management.You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment.The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service.You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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.

Job Title: Senior Administrator Hours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch) Location: Meriden (office-based with 1 day WFH after probation) Salary: £28,000 - £33,000 per annum (dependent on experience) Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation) An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future. Duties include: Providing comprehensive administrative support to Financial Planners Acting as a key liaison between Financial Planners and Paraplanners Managing and updating diaries for busy Financial Planners Liaising with clients and maintaining excellent customer service standards Maintaining and updating client records on internal systems Preparing client review packs and supporting post-meeting actions Handling Letters of Authority and liaising with providers to process business efficiently Assisting with suitability reports and processing new business including pensions, ISAs and fund switches Skills and experience required: Excellent administrative and organisational skills High attention to detail and accuracy Confident user of Microsoft Office Strong communication skills, both written and verbal Ability to manage multiple tasks and work collaboratively within a team Proactive, flexible and professional approach Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for missed communications and ensure your contact details are up to date.

Financial Planning Administrator Chester-le-Street Up to £ hours) Fully Office Based NJR Recruitment are delighted to be working with a well-established Financial Planning firm who are looking to recruit an Financial Planning Administrator to join their friendly and relaxed team based in Chester-le-Street. This is a great opportunity for an experienced administrator who is looking to develop their career within Financial Services. Previous Financial Services experience isn't essential - the key requirement is strong administration experience, excellent organisation and a professional, personable approach. You will work closely with and provide dedicated support to one Financial Adviser , gaining valuable exposure to the Financial Planning industry and developing your knowledge over time. The Role Your responsibilities will include: Providing day-to-day administrative support to the Financial Adviser Maintaining accurate client records and documentation Preparing and processing client paperwork Liaising with clients, providers and other third parties Assisting with client reviews and ongoing servicing Managing correspondence, emails and general administration Updating internal systems and maintaining accurate records Supporting the wider office team where required Ensuring work is completed accurately and within agreed timescales About You The firm is open to candidates from a range of backgrounds, so Financial Services experience isn't essential . We're looking for someone who has: Previous experience in an administrative role Excellent organisation and attention to detail Good written and verbal communication skills A friendly and professional approach to dealing with clients The ability to manage your own workload and prioritise effectively Good IT skills and confidence using Microsoft Office A genuine interest in developing a career within Financial Planning What's on Offer? Salary up to £23,600 for a 34-hour working week 25 days holiday plus bank holidays Private Medical Insurance Free on-site parking Fully office based Friendly, relaxed and supportive working environment Direct support and training from an experienced Financial Adviser Genuine opportunity for progression within the business over the next few years This is an excellent opportunity for someone who wants to build a long-term career within Financial Planning, joining a business that offers a relaxed working environment, strong support and the opportunity to develop your knowledge and responsibilities over time. If you're an experienced Administrator looking for your next step, we'd love to hear from you. Apply today or for a confidential discussion, please contact NJR Recruitment quoting NJR16912

Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)