54 jobs found

Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and Bonus We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser. This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice. The Role This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice. You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop. Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases. Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages). This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client. About You Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge. You will have strong analytical skills, excellent attention to detail, and be a confident communicator (verbally and in writing), with experience of cashflow modelling. Client-facing experience is desirable but not essential. You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .

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.

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.

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

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.

Trainee Paraplanner Liverpool City Centre / Hybrid (2 days from home) 28,000 - 35,000 (Dependant on experience) Hybrid Working (3 days office / 2 days home) Monday to Friday, 9:00am to 5:00pm The Opportunity A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team. This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning. You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct product, provider and fund research Gather and analyse client information Prepare review meeting documentation Liaise with Advisers, clients and product providers Support the paraplanning team with technical administrative duties Maintain accurate client records and ensure compliance processes are followed Assist with pension, investment and protection case work About You We are keen to speak with individuals who possess: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner Excellent organisational and communication skills Strong attention to detail The ability to manage multiple tasks and deadlines effectively A desire to build a long-term career within paraplanning and financial planning Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial What's on Offer? Competitive salary and benefits package Hybrid working with 2 days per week from home Modern Liverpool City Centre offices Clear career progression into a Paraplanner role Ongoing training and professional development Support towards financial planning qualifications A collaborative and supportive team environment Apply Now If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you. Apply today to find out more about this exciting opportunity in Liverpool City Centre. 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.

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

We are currently recruiting for an exciting new role for a Senior Pension Administrator to join an expanding, innovative Investment platform firm on a hybrid basis from London. Reporting directly to the Pensions Director, you will serve as the first point of contact for technical pension and ISA queries from financial advisers and clients. You will provide expert guidance, support colleagues across Client Services, Investments, and Transfers, and ensure all pension administration activities and regulatory reporting obligations are completed accurately and on time. Key Responsibilities Act as the first line of support for technical pension and ISA queries. Complete high-volume pension administration tasks accurately and efficiently. Respond to adviser and client enquiries promptly via telephone and email. Handle complex pension cases with confidence and authority. Support the operations team with specialist technical knowledge. Manage pension regulatory reporting requirements and submission deadlines. Interpret HMRC, FCA, and other regulatory requirements to ensure ongoing compliance. Identify opportunities to improve processes and documentation. Partner with the Engineering team to automate and streamline pension administration activities through the platform. Essential Experience and Skills Significant experience working within a UK investment platform offering Pension, ISA, and GIA products. Strong hands-on experience in complex pension administration, including: Drawdown cases Death benefit processing Taxation and regulatory payments Proven knowledge of HMRC pension and ISA reporting requirements, including: Tax relief claims Annual reporting submissions This is an excellent opportunity to join a well established firm in an exciting new role where you will be rewarded with a good salary, excellent benefits package and a clear career path as well as assistance with professional qualifications. Please quote 52535 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Alexander Lloyd is delighted to be partnering with a rapidly growing organisation as they continue to strengthen their Project Management function. Due to ongoing expansion, they are seeking an experienced Senior Project Manager with strong Defined Benefit (DB) pensions expertise to join their team. About the Role You'll lead a portfolio of large, complex, and high-visibility projects across the Pensions Administration and Consulting landscape. This includes: Implementations Benefit changes Pensions Dashboard GMP projects De-risking programmes Multi-provider and multi-stakeholder delivery This is a varied, strategic role where you'll be at the centre of major transformation and client-critical initiatives. Key Responsibilities Act as a trusted adviser to clients, third parties, and internal teams Build strong stakeholder relationships across all levels Provide guidance on complex pensions initiatives and support decision-making Manage end-to-end project delivery, ensuring timelines, budgets, and outcomes are met Lead cross-functional collaboration across multiple service lines Drive governance, risk management, and project controls Support continuous improvement and contribute to new delivery propositions Who We're Looking For This role is ideal for: Experienced Project Managers seeking progression, or Pensions professionals from consulting, transitions, implementations, or change who want to move into a dedicated project management role You'll need: Strong DB pensions knowledge Proven experience partnering closely with clients and stakeholders Excellent communication and relationship-building skills A structured, organised approach with the ability to manage multiple priorities Working Arrangements This role offers genuine flexibility - hybrid from any UK office or fully remote for the right person. Please quote 52510 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator for their office in Poole. 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.

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

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

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

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

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

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

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

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