102 jobs found

Job Title : Trainee Paraplanner Location : Sutton Coldfield (office based) Salary : From £35k per annum depending on experience and qualifications Job Type : Full-time, Permanent Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Key Responsibilities: Provide technical support to our financial adviser team. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with product Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance. Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports. Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements. Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office). Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations. Contribute to the continuous improvement of operational processes and documentation standards. Act as a point of contact for adviser queries regarding technical matters. About you : Existing IFA paraplanning experience and part way through Diploma is preferred Attention to detail Able to work well within a team and individually What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Junior Paraplanner, Assistant Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Research Analyst, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

We are pleased to be working with an award winning SIPP provider and broader wealth management business who are seeking to further expand their team owing to further growth. Our client requires a further 2 experienced Pension Administrators to provide a comprehensive administration service to a portfolio of SIPP and SSAS clients. Responsibilities: You will manage the full administration process of a portfolio of SIPP and SSAS clients from inception. Be the main contact for clients, advisers and third parties whilst working closely with colleagues to deliver excellent client outcomes You will process contributions, investments, benefits and transfers whilst ensuring compliance with FCA, HMRC and TPR requirements Experience: Candidates will ideally have experience in administering a range of SIPP or SSAS schemes either within a provider or from within an IFA environment You will have strong communication and client service skills Candidates need to be highly organised and have a strong attention to detail In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package including enhanced pension, 26 days holiday (rising based on length of service) + bank holidays, full exam and study support etc.

Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation. As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery click apply for full job details

Senior Paraplanner - Level 4 Woking, Surrey Office-based Up to £50,000 DOE + benefits If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements. The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work. The Role Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies. Your work will cover areas including: Retirement and pension planning Investments and portfolio reviews Cashflow modelling and scenario analysis Inheritance Tax planning Trust and estate planning Protection planning Complex high-net-worth client cases You will analyse fact finds, meeting notes and existing arrangements, undertake product and provider research, and prepare suitability reports and supporting documentation. You will also support advisers around client meetings, with the opportunity to attend meetings where appropriate, while ensuring recommendations meet regulatory and compliance requirements. Alongside individual casework, you will keep your technical knowledge current and contribute to the firm's Investment Committee and wider technical planning work. What they are looking for You will need: A minimum Level 4 Diploma in Financial Planning At least three years' dedicated Paraplanning experience within an IFA, financial planning or wealth management business Strong technical knowledge across pensions, investments, protection, trusts, tax planning and Inheritance Tax Proven experience producing detailed suitability reports Experience with back-office systems, wrap platforms and financial planning software Strong research and analytical skills Excellent attention to detail and written communication The ability to manage multiple cases and prioritise your workload effectively Experience working with high-net-worth clients would be beneficial, as would experience using Intelliflo, FE Analytics and cashflow modelling software. Benefits Salary up to £50,000 , depending on experience Discretionary annual bonus 25 days' annual leave plus bank holidays Company pension scheme Death in Service benefit Support for professional qualifications and career development Exposure to technically challenging and complex financial planning work Free on-site parking This is a full-time, office-based position, so you will need to live within a reasonable commuting distance of Woking. Applying If you are an experienced Paraplanner looking for greater exposure to complex planning work within an established independent practice, apply today or contact Finlink for a confidential conversation.

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

IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) 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 Financial Planning Administrator Leicester Salary: £28,000 - £35,000 Full-Time Permanent Office-Based NJR Recruitment is delighted to be working with a boutique and growing Financial Planning business to recruit an experienced Financial Planning Administrator to join their team based in the Leicester area. This is an excellent opportunity for someone with previous Financial Planning administration experience who is looking for a varied role with exposure to advisers, providers, clients and a wide range of financial planning activities. You'll play a key role in supporting the Advisers and ensuring the smooth running of the firm's day-to-day administration, with the opportunity to develop your technical knowledge and gain further exposure to financial planning. What's on Offer? " Salary of £28,000 - £35,000, depending on experience. " Monday to Friday, 8:00am - 4:00pm. " Office-based role in Leicester. " 3-month probationary period. " 28 days' annual leave including bank holidays. " Additional holiday for each completed year of service, up to 5 additional days. " Workplace pension with 5% employee and 3% employer contributions. " Free gym membership. " Discretionary quarterly team bonus awards. " Bupa Private Medical Insurance following probation. " Employee and client referral scheme. " A varied role with excellent exposure to Financial Planning and Adviser support. " Supportive team environment with opportunities to develop your career. The Role Working as part of the wider support team, you'll provide comprehensive administrative assistance to Financial Advisers, helping to ensure client cases are progressed efficiently and all necessary information is available ahead of client meetings and annual reviews. Key Responsibilities " Answer incoming telephone calls and deal with enquiries professionally. " Liaise with providers and proactively chase outstanding information. " Keep FCA Daybooks and adviser records up to date. " Process Letters of Authority and obtain relevant policy information. " Sort, organise and maintain client documentation following adviser meetings. " Process and review information received from providers. " Produce Defaqto risk reports. " Prepare Financial Express Analytics fund research. " Produce CashCalc cashflow modelling reports. " Prepare documentation for annual client reviews, including: o Portfolio valuations. o Fund information and performance data. o Cashflow reports where required. " Submit new business through the firm's systems. " Complete straightforward online applications and submissions. " Support Advisers with client meeting preparation. " Attend client meetings alongside Advisers where required. " Manage outgoing post and general office administration. " Provide additional administrative support across the business as required. About You The successful candidate will ideally have: " Previous experience within Financial Services administration, ideally within an IFA or Financial Planning environment. " Strong organisational and time management skills. " Excellent attention to detail and accuracy. " Confident written and verbal communication skills. " The ability to manage multiple priorities and meet deadlines. " A professional and client-focused approach. " Good IT skills and confidence learning new systems. " A proactive approach to chasing outstanding information and progressing cases. " The ability to work independently while contributing positively to a team. Experience with systems such as CashCalc, Defaqto and Financial Express Analytics would be advantageous, although training can be provided for the right candidate. If you're an experienced Financial Services Administrator looking for a varied role where you can broaden your technical knowledge and play an important part in supporting Advisers and clients, we'd love to hear from you. Apply today via NJR Recruitment or call quoting the reference NJR16916 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

IFA Administrator Chesterfield £28,000 - £32,000 NJR Recruitment is delighted to be working with a well-established Independent Financial Adviser firm in Worksop who are looking to recruit an experienced IFA Administrator to join their team. This is a fantastic opportunity for an experienced Financial Planning Administrator looking to join a professional and supportive business where they can build a long-term career within financial services. The successful candidate will provide comprehensive administrative support to the Advisers, working across a varied range of client cases and helping to ensure clients receive a high-quality and efficient service. The Role Providing full administrative support to Financial Advisers Processing new business across pensions, investments and protection Preparing client review and meeting packs Obtaining valuations, illustrations and policy information Managing Letters of Authority and liaising with providers Processing applications and monitoring cases through to completion Maintaining accurate client records and updating CRM systems Liaising with clients, providers and third parties Supporting ongoing client servicing and annual review processes Ensuring all administration is completed accurately and within agreed timescales Working in line with FCA regulations and internal procedures About You Previous IFA / Financial Planning Administration experience is essential Good understanding of pensions, investments and protection Excellent attention to detail and organisational skills Strong written and verbal communication skills Professional and confident when dealing with clients and providers Able to manage multiple priorities and work to deadlines Good IT and Microsoft Office skills A proactive and team-focused approach Experience with Intelliflo or other financial planning back-office systems would be advantageous. What's on Offer? Competitive salary depending on experience Professional and supportive working environment Opportunity to work within an established IFA practice Varied client administration Long-term career development opportunities Ongoing training and support This is an excellent opportunity for an experienced IFA Administrator looking to join a friendly and professional firm in the Chesterfield area. For further information or a confidential discussion, please contact NJR Recruitment quoting NJR16875

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

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol. This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you'll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm's high standards of service. Duties: Preparing and processing paperwork for client meetings and applications Submitting business online and liaising with providers to ensure timely progress Managing client communications by phone and email, handling non-advice queries Collating research for recommendations and producing product quotations Maintaining and updating client records on the back-office system (Intelligent Office) Assisting with death claims and liaising with executors where required Producing management information (MI) reports for advisers Ensuring compliance with FCA guidelines and company procedures What's on offer: Salary: £25,000 - £30,000 (higher for experienced candidates) 4 days in the office, 1 day working from home (office based initially) 21 days' annual leave, plus bank holidays and Christmas office closure, with annual leave increasing with length of service (approximately 33 days' total leave per year) Exam funding & professional development support Free parking 4x Death in Service & Critical Illness Cover Workplace pension 5% About you: Previous experience in administration (financial services experience) Excellent attention to detail and organisational skills Strong written and verbal communication skills Confident using Microsoft Word, Excel, and CRM systems (Intelligent Office) A proactive, can-do attitude with the ability to manage your own workload Professional, reliable, and committed to delivering excellent client service This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial service

Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients. As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems. This New Business Administrator position offers: - Variety across ISAs, bonds, investment accounts, pensions and protection - Autonomy in managing your workload to agreed service levels - The chance to spot opportunities and contribute to business growth - A collaborative team environment where you'll support colleagues New Business Administrator Requirements: Essential: - Financial services administration experience in life, pensions or investment products - Experience processing new business or working within an IFA, provider or similar environment - Experience liaising with advisers, paraplanners or product providers Desirable: - Strong understanding of maintaining compliant client records - Confident working with back office systems and Microsoft Office The Company You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential. New Business Administrator Benefits: - Salary: £27,000 - £32,000 - Company pension - Life assurance - Holiday entitlement - Additional employee benefits package - Hybrid working: 4 days office, 1 day home Location This role is based in Farnborough, Hampshire. Ready to take the next step in your career? Apply today to become our New Business Administrator! 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.

Financial Planning Administrator - Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.

Financial Planning Administrator - Inverness (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Inverness. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package Basic salary up to £30,000 Generous discretionary bonus scheme Flexible benefits allowance Pension scheme Hybrid working arrangement Opportunity to join a respected and expanding national financial planning business This is an excellent opportunity for an experienced administrator looking to further their career within a professional and supportive wealth management environment.

IFA Administrator Grantham Up to £30,000 Fully Funded Qualifications Clear Route into Paraplanning Are you looking to build a successful long-term career within Financial Planning? This is an outstanding opportunity to join a well-established and highly respected boutique Financial Planning firm that is committed to investing in its people. Offering fully funded professional qualifications, hands-on technical development, and a clearly defined progression pathway into Paraplanning, this role is ideal for someone eager to take the next step in their career. NJR Recruitment is delighted to be working in partnership with a growing Financial Planning practice based in Grantham. Renowned for delivering bespoke advice to High Net Worth clients, the firm combines professional excellence with a genuinely supportive and close-knit culture where employees are encouraged to develop and thrive. The Opportunity Working alongside experienced Financial Planners and Paraplanners, you will play a key role in supporting the delivery of exceptional client service while gaining valuable exposure to all aspects of the financial planning process. This position offers the perfect platform to build your technical knowledge, develop industry qualifications, and progress into a Paraplanner role within a business that actively supports career advancement. Key Responsibilities " Providing administrative support to Financial Planners and Paraplanners " Processing new business across pensions, investments, and protection products " Preparing client review packs and meeting documentation " Liaising with clients, providers, and third parties " Maintaining accurate client records and back-office systems " Assisting with the end-to-end financial planning process " Developing technical knowledge through structured training and mentoring About You To be successful in this role, you will have: " Previous experience within an IFA, Financial Planning, or Wealth Management environment " Alternatively, strong transferable experience gained within financial services " Excellent organisational skills and a keen eye for detail " Strong communication and relationship-building abilities " A genuine desire to develop a career in Paraplanning " A professional, proactive, and motivated approach What's on Offer? " Competitive salary of up to £30,000 " Fully funded professional qualifications and exams " Clear and supported progression into a Paraplanner position " Exposure to complex and rewarding High Net Worth client work " Ongoing training and professional development " Friendly, supportive, and collaborative team environment " Long-term career opportunities within a growing and successful firm If you're looking for a role where your ambition will be supported and your future development genuinely prioritised, we'd love to hear from you. For more information or to apply, please contact NJR Recruitment quoting reference NJR16920.

About the Role We are looking for an organised and detail-focused Corporate Administrator to join our corporate department on a full time, office-based basis. You will provide essential administrative support to advisers and the wider team, helping to ensure client files, correspondence and processes run smoothly and accurately. Key Responsibilities Client & File Administration Prepare, process and maintain client files and records, ensuring accuracy and compliance with company procedures. Support advisers with the preparation of client documentation, reports and correspondence. Input and update client data across internal systems and databases. Ensure documentation is filed, tracked and retrievable in line with regulatory requirements. Group Schemes Administration Provide ongoing administration of group pension schemes, including member updates, contributions and renewals. Administer other group risk schemes (e.g. group life, income protection, private medical insurance), liaising with providers as required. Keep scheme records accurate and up to date, and respond to member and employer queries relating to group schemes. Correspondence & Communication Handle incoming and outgoing correspondence relating to client and corporate matters. Liaise with clients, providers and third parties by phone and email in a professional manner. Draft routine letters, emails and administrative communications. Process & Compliance Support Support the corporate department with day-to-day administrative processes and workflows. Assist with the preparation of reports, valuations and meeting packs. Help ensure processes meet internal compliance and regulatory standards. Provide diary management and scheduling support for advisers and meetings. Skills & Experience Previous experience in an administrative role, ideally within financial services or a corporate environment (essential). Strong attention to detail and high level of accuracy. Excellent written and verbal communication skills. Well organised, with the ability to manage multiple tasks and deadlines. Confident using Microsoft Office (Word, Outlook, Excel) and client database systems. Understanding of confidentiality and data protection requirements. Experience with financial services processes or terminology is desirable. Personal Attributes Methodical, accurate and detail-oriented. Reliable, professional and trustworthy with sensitive information. Proactive, with a willingness to take ownership of tasks. A strong team player who works well under guidance and independently. What We Offer Competitive salary, dependent on experience. Full time, office-based role within a supportive team, one day work from home per week will be offered after successfully completing probation Opportunity to develop within the financial services sector. Group Pension Scheme 20 days holiday (rising to 25 according to length of service) Christmas shut-down Group Medical Benefits Group Life Group PHI Company Culture At Radcliffe IFA, we're a close-knit team built on trust, integrity and genuinely caring about the people we work with - both our clients and each other. We take pride in our professional, polished environment while keeping things approachable and friendly day to day. We support one another, value initiative, and believe good work deserves recognition. If you're looking for a workplace where your contribution is noticed and your career can grow, you'll feel at home here.

Paraplanner Location: Peterborough Salary: £28k - £40k (DOE) Job Type: Full-time, Permanent Hours: Monday-Friday About the Role We are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team. Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all documentation is accurate, compliant and delivered within agreed timescales. This is an excellent opportunity for a Paraplanner who wants to develop their technical knowledge and build a long-term career within a professional financial planning environment. Key Responsibilities Supporting Financial Advisers throughout the client advice process Preparing suitability reports, recommendation letters and other client documentation Conducting research into investments, pensions, protection and other financial products Obtaining and analysing information from providers Preparing cash-flow forecasts and financial planning analysis where required Preparing client meeting packs and supporting advisers with meeting preparation Processing new business and maintaining accurate client records Liaising with product providers, platforms and other third parties Ensuring advice documentation meets regulatory and compliance requirements Monitoring outstanding actions and ensuring deadlines are met Supporting the team with ongoing client reviews and changes to existing arrangements Maintaining a high level of accuracy and attention to detail at all times About You We are looking for someone who is: Experienced within a Paraplanner, Financial Planning Administrator or similar role Ideally experienced within an IFA or financial planning environment Comfortable working with pensions, investments, protection and other financial planning products Highly organised with excellent attention to detail Confident researching and interpreting technical financial information Able to produce professional, accurate written documentation Comfortable working to deadlines and managing multiple cases simultaneously A strong communicator who can work effectively with advisers, providers and clients Proactive, reliable and keen to develop their technical knowledge Qualifications The CII Level 4 Diploma in Regulated Financial Planning or progress towards this qualification would be highly advantageous. We would also consider candidates with relevant financial services experience who are working towards their professional qualifications. If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you. Apply today with your CV to find out more about this exciting opportunity.

A leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm's Financial Consultants. Duties & responsibilities Include: Processing premium payments Answering the telephone, note and message taking, dealing with enquiries Creating new files. Maintaining accurate client and policy records through client management systems and associated IT solutions Liaising with third parties to obtain client valuations. Preparing illustrations for products, ready for advice team to present at client meetings. With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer Liaising with product providers and head office to maintain up to date product knowledge. Ensuring that all compliance procedures are adhered to Skills & Experience Required: Must have experience working in an IFA firm or Wealth Management experience Driven, with a 'can-do' attitude A high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloads Strong IT skills, including the use of MS Word, Excel & Outlook GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent) Benefits Include (subject to eligibility): Health & wellbeing programme Company events Additional leave Company pension Enhanced maternity and paternity leave Cycle to work scheme Life insurance Paid volunteer time Referral programme Hybrid working upon successful completion of a probationary period

Financial Planning Administrator - Review Team Cheadle, Cheshire Up to £30,000 plus bonus and benefits One day per week from home after three months Job Advert MBF Recruitment is currently working with an established firm of Chartered Financial Planners to recruit a Financial Planning Administrator for its dedicated Review Team in Cheadle. This is different from a traditional IFA administration position. The role focuses on preparing client review reports, gathering information from investment platforms, completing performance analysis and producing cashflow forecasts. It would suit someone with previous Financial Planning, wealth management or IFA experience who enjoys accurate, detailed work and wants to build a long-term career as an administration specialist. The company is not necessarily looking for someone who sees administration as a short-term route into paraplanning or financial advice. Support is available for relevant professional qualifications, but experienced career administrators are equally recognised and valued. The role Your responsibilities will include: Preparing client review reports using Dynamic Planner and Microsoft PowerPoint Gathering valuations, performance data and supporting information from multiple investment platforms Maintaining accurate client records and managing review activity through Intelliflo Office Using FE Analytics to support investment research and performance analysis Producing cashflow forecasts and financial planning scenarios Reviewing client information and highlighting potential planning needs for consideration by the Financial Planners Communicating professionally with clients, colleagues and product providers Ensuring client reports and supporting information are accurate, complete and professionally presented What we are looking for Applicants should have previous experience within Financial Planning, wealth management or an IFA environment, alongside a working understanding of: Pensions ISAs General Investment Accounts Investment bonds Experience using Intelliflo Office is highly desirable. CashCalc and Dynamic Planner experience would also be beneficial, although applicants who have used comparable cashflow planning and risk-profiling software will be considered. Experience of any of the following platforms would be useful: Royal London Quilter Parmenion Aviva Scottish Widows Platform Hubwise Transact Raymond James You should be comfortable gathering information from different sources, working with detailed financial data and producing accurate client-facing documents. Strong organisation, attention to detail and communication skills will be essential. Package Salary up to £30,000, depending on experience Annual bonus scheme 22 days' holiday plus bank holidays Christmas office closure, requiring only two days of annual leave for the full week 5% employer pension contribution after three months Three times salary death in service after three months Group critical illness cover of one times salary after 12 months Financial support for relevant professional qualifications Bonus of up to £100 for each relevant exam passed One day per week working from home after the first three months The role will initially be based in the Cheadle office five days per week for three months.

IFA Administrator Location: St Helens (Rainford) Salary: 28,000 - 30,000 (DOE) Contract: Full-Time Permanent Hours: Monday to Friday, 9:00am - 5:00pm Fully Office-Based An excellent opportunity has arisen for an experienced IFA Administrator or Financial Services Administrator to join a busy and professional wealth management environment in St Helens. This role is ideally suited to someone with previous experience supporting Financial Advisers or working within financial services administration who is looking to further develop their career within a client-focused and highly regulated sector. The Role As an IFA Administrator, you will provide comprehensive support to Financial Advisers, ensuring the smooth processing of new business, ongoing client servicing, and compliance with regulatory requirements. You will be responsible for maintaining strong relationships with clients and providers while delivering a high standard of administrative support across pensions, investments, protection and savings products. Key Responsibilities Manage new business applications across pensions, investments, protection and savings products. Liaise with providers, clients and advisers to ensure cases progress efficiently. Process letters of authority, transfers and ongoing servicing requests. Maintain accurate client records and update CRM systems. Prepare client documentation, review packs and correspondence. Arrange client meetings and manage adviser diaries. Support annual reviews and ongoing client service activities. Complete AML and compliance checks, ensuring FCA and GDPR requirements are met. Assist advisers with meeting preparation and administrative follow-up. Monitor workflows and ensure tasks are completed within agreed timescales. About You We are looking for candidates with: Previous experience as an IFA Administrator, or significant experience within Financial Services Administration Knowledge of pensions, investments and protection products Strong organisational and time-management skills Excellent attention to detail and accuracy Experience using CRM systems and Microsoft Office applications Professional communication and client service skills The ability to manage multiple priorities and work to deadlines Desirable Previous experience within an Independent Financial Adviser practice Knowledge of FCA regulations and Consumer Duty requirements Experience using systems such as Intelligent Office, FE Analytics or Defaqto Financial services qualifications, or an interest in working towards CII qualifications What's on Offer? Salary of 28,000 - 30,000 , depending on experience Potential team performance bonus Full-time, permanent position Monday to Friday, 9:00am - 5:00pm Fully office-based in St Helens (Rainford) Opportunity to develop within a supportive and professional financial services environment If you feel like this is the right fit for the next step in your career, I'd love to hear from you. To apply, please contact Jessica Haslam at Search Recruitment. Email: (url removed) 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 Services Administrator / IFA Administrator Location: Sheffield (Office-Based) Salary: £28,000 - £33,000 DOE Job Type: Full-Time Permanent Financial Services Administrator IFA Administrator Wealth Management Financial Planning Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm? We're looking for a proactive and organised IFA Administrator to become a key member of our client support team, providing high-quality administrative support to Financial Advisers and helping deliver an exceptional client experience. This is an excellent opportunity for someone with experience in an Independent Financial Adviser (IFA) or Wealth Management environment who enjoys working in a fast-paced office and wants to continue developing their career. Why Apply? Salary £28,000 - £33,000 (DOE) Fully office-based in Sheffield Flexible working hours with core office hours of 10:30am - 4:00pm Study support towards professional qualifications 25 days holiday plus bank holidays Option to purchase up to 5 additional days annual leave Pension scheme Health Cash Plan Life Assurance (4x salary) Eye care support Regular social events Volunteering opportunities Staff discounts on Wills, LPAs and residential mortgages The Role Working closely with Financial Advisers and the wider support team, you'll play a vital role in ensuring clients receive a seamless and professional service. Key Responsibilities Managing client records using Intelligent Office (IO) and back-office systems Confirming client meetings and preparing electronic client files Requesting policy information and managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations, application packs and client presentation documents Processing new business applications from submission through to completion Monitoring new business pipelines and chasing providers where required Supporting protection underwriting cases Preparing annual review documentation and post-review correspondence Supporting group pension and employee benefit schemes, including renewals and new scheme setup Managing incoming correspondence, post and office administration Responding to adviser and client requests promptly and accurately About You We're looking for someone who can hit the ground running and has experience working within a regulated financial services environment. Essential Minimum 3 years' experience within Financial Services Previous experience as a Financial Services Administrator , IFA Administrator , Wealth Management Administrator or Financial Planning Administrator Excellent organisational and communication skills High attention to detail Strong administration and client service skills Confident liaising with providers, advisers and clients Desirable Knowledge of FCA regulations and compliance requirements Senior Financial Services Administration or Paraplanning experience Experience using Intelligent Office (IO) or similar back-office systems If you're looking to join a business that genuinely invests in its people, offers excellent benefits and provides long-term career development within financial planning, we'd love to hear from you. Apply today for immediate consideration.