203 jobs found

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

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

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

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

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

Operations Administrator in Financial Advisory Job role: Operations Administrator Contract type: Perm Location: City of London Salary: £28,000 - 32,000 Industry: Financial Advisory Start date: ASAP A Financial Advisory firm is actively seeking an Operations Administrator to join their small team based in the City of London. The ideal candidate will be very proactive in their approach to coordinating operations with a high degree of organisation. You Will be Responsible For: Booking meeting rooms for advisers Politely and professionally answering the telephone and dealing with queries accordingly Dealing with other office management duties and responsibilities as and when required We Are Looking For: Experience in a Financial Advisory or Financial Planning organisation A proactive mindset and approach to office management duties and an ability to tackle tasks hands on where required A polite and professional telephone manner Benefits: Quarterly bonus scheme Private Medical Insurance Gym membership Pension scheme If you are looking to push your capabilities in operations within a dynamic environment, please submit your CV. Reference: PTOA

JOB TITLE: TRUST ADMINISTRATOR LOCATION: Manchester City Centre HOURS OF WORK: 9 am - 5. 30 pm Monday to Friday BENEFITS: Excellent Benefits Main Purpose of the role: Reporting to the Tax and Estate Planning Partners Providing administrative support to the Tax and Estate Planning department JOB DESCRIPTION: Will report to two Partners Review existing records and maintain a record of Trusts where the client is appointed as a professional Trustee to help ensure that they are meeting their obligations as Trustees, keeping on top of key dates and offering excellent service to our Trust clients. Obtaining instructions from clients to offer ongoing Trust administration services as professional trustees. Acting on key dates by advising relevant fee-earners and contacting clients where necessary. Prepare and maintain accurate and up-to-date Trust Accounts, to include details of Trust assets and income & summaries of key points and events relating to the Trusts. Maintain copies of Trust documentation in an organised and easily accessible manner. Schedule annual review meetings with the Trustees, financial advisers and other relevant parties. Prepare file notes and resolutions of important Trustee decisions. Prepare reports to Trustees/clients to include annual Accounts and any recommendations or relevant changes to legislation. Ensuring that Trust assets are registered to the correct Trustees. Ensuring that other ongoing requirements are met, e.g. payment of regular policy premiums or insurance cover is in place Working closely with the Tax and Trusts Compliance Adviser to ensure that compliance and tax matters are dealt with as required, including: Registration and updates with the Trusts Registration Service (TRS) Registration and any filing of returns under the Automatic Exchange of Information (AEOI) - including FATCA / CRS returns Applying for Legal Entity Identifier (LEI) numbers where relevant Submission and filing of Trust tax returns, such as self-assessment tax returns (SA900), 60-day CGT Returns and inheritance tax returns (IHT100) and co-ordinating tax payments or liaising with accountants / relevant parties to ensure requirements are dealt with, including checking of returns to ensure they correspond with our records Ensuring any additional requirements for specialist Trusts are dealt with, such as Vulnerable Person's Elections or any Charity Commission requirements PERSON SPECIFICATION: Willing to work as part of a team and communicate with clients, intermediaries and other fee-earners and partners in the team Experience is not essential - it is desired Good attention to detail Ability to understand the significance of key dates, such as tax deadlines, and to act quickly to deal with the required actions Can take initiative and make suggestions on next steps based on information available Can produce legal documents and use Word, Excel and Teams to produce documents and maintain records Willingness to attend courses (if not already) on Trust Accounting and Taxation of Trusts (e.g. STEP, MBL) and opportunity to work towards STEP qualification if appropriate Maze Recruitment will never share your CV with any third party without your explicit consent. As part of our candidate care commitment, and due to the high volume of applications we receive, we aim to respond within 24- 48hours. If you do not hear from us in this timeframe, please consider your application unsuccessful on this occasion. We encourage you to apply for future opportunities that align with your skills and interests.

Financial Planning Administrator Location: Cardiff Salary £30,000 - £35,000 DOE Full-Time, Part Time, Permanent An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in Cardiff. This role would suit someone with previous experience within financial planning administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support. The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion. Key Responsibilities: • Providing high-level administrative support to advisers and the wider team • Preparing client files and ensuring all compliance documentation is accurate and complete • Supporting pre- and post-meeting administration, including CRM updates • Processing applications and liaising with providers, clients, and third parties • Chasing applications and Letters of Authority to ensure timely completion • Producing client correspondence, reports, and review documentation • Handling inbound calls professionally and building strong client relationships • Running reports, illustrations, and collating key client information • Maintaining accurate records and supporting day-to-day operational processes Requirements: • Previous administration experience within financial services, wealth management, or a related sector • Experience using CRM systems such as Salesforce would be advantageous • Strong communication and client relationship skills • Excellent organisational skills and attention to detail • Ability to manage multiple tasks and work independently in a remote environment • Good working knowledge of Microsoft Office, including Outlook, Word, and Excel • Positive, proactive, and team-oriented approach This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment. If you are interested in the Financial Planning Administrator position then apply today and if successful one of our consultants will be in contact within 24 hours! Financial Planning Administrator, Financial Planning, Wealth Management, IFA, Hybrid, Administration

Job Title: IFA Administrator Location: London Salary: £30,000 to £35,000 Capio Recruitment are working with a well-established Financial Planning firm that is looking to add a Financial Administrator to its growing London team. This is an excellent opportunity for someone with at least a year's experience within Financial Planning or Wealth Management who is looking to build a long-term career in the industry. Joining a collaborative advice team, you'll play a key role in supporting Financial Advisers, ensuring clients receive an outstanding service while gaining exposure to all aspects of the financial planning process. This role would suit someone who enjoys being organised, thrives in a busy environment and is looking to develop their technical knowledge over time. The business is looking for someone with a positive attitude, strong communication skills and a genuine desire to progress within Financial Services. The Role Supporting Financial Advisers with the day to day administration of client cases Preparing applications, documentation and client meeting packs Liaising with providers, platforms and clients to progress new and existing business Processing Letters of Authority, valuations and ongoing servicing requests Coordinating client reviews and ensuring follow up actions are completed Maintaining accurate client records across internal systems Providing updates to clients throughout the advice process Working closely with colleagues to ensure an efficient and high quality service is delivered at all times What's Needed to Be Considered? A minimum of one year's experience within Financial Planning, Wealth Management or Financial Services administration A good understanding of pensions, investments and the financial advice process Excellent organisational skills with strong attention to detail Confident communication skills and a professional approach when dealing with clients A positive, proactive attitude and willingness to learn Experience using Financial Planning back-office systems would be advantageous Someone looking to build a long-term career within Financial Planning What's on Offer? Hybrid working Full training and ongoing professional development Support towards professional qualifications Clear long term career progression within a growing Financial Planning business A supportive, collaborative team environment where you can continue to develop your career To discuss this opportunity in more detail, please contact one of our Financial Planning specialists at Capio Recruitment.

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

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

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

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

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

My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients. THE ROLE Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries Prepare client application forms in line with suitability report recommendations Prepare letters of authority for signing Complete any required post meeting actions and minutes Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients. Support the Financial Planners in submission of cases to the paraplanning team Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc Work collaboratively with colleagues to deliver good client outcomes EXPERIENCE Previous experience as an IFA Administrator Knowledge of Financial Planning products. Systems/Internal Processes -MS Office/Outlook - Proficient in Word and Excel Experience of XPlan (Desired) Experience of Cash-Flow system (Desired). Excellent interpersonal and communication skills Good knowledge of financial planning products Strong numerical skills Excellent accuracy and attention to detail Excellent planning and prioritisation skills Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Hybrid Working after probationary period Discounts on the company's own investment services Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Estate Agent Branch Sales Manager Just take a look at the extremely favorable working hours of Mondayto Friday from 9.00am to 5.30pm and you will only work every 3rd Sa turday from 9.00am to 2.00pm. Basic salary £27,500. On target earnings on offer of £40,000 55p per mile for business miles. Are you a Branch Manager wanting more or are you a high performing Assistant Branch Manager, Sales Manager or strong Lister wanting to progress with your career? Are you a DYNAMIC and INSPIRATIONAL leader of people? Estate Agent Branch Sales Manager This is a role for an enthusiastic, skilled and charismatic Estate Agent seeking a responsible role with a dynamic and growing business, where success, commitment and hard work is both recognised and rewarded. Estate Agent Branch Sales Manager From winning new business to motivating and getting the best out of your team, you will be expected to lead by example and must be professional in your approach to every aspect of the process of selling homes. Estate Agent Branch Sales Manager A minimum of 5 years experience in the Estate Agency industry is required and must include practical experience in valuations and instruction gaining. This is a great role to develop your management skills and help you move upwards on the career ladder. Estate Agent Branch Sales Manager Basic salary £27,500. On target earnings on offer of £40,000. 55p per mile for business miles. Working hours of Monday to Friday from 9.00am to 5.30pm and you will only work every 3rd Saturday from 9.00am to 2.00pm. Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Property Manager Basic salary £32,000. Monday to Friday 8.30am to 6.00pm and 1 in 4 Saturdays from 8.30am to 4.00pm with then a full day off in lieu (5 day working week). You should be working within Residential Property Management. Primarily, the successful individual will be dealing with all maintenance based issues on a property portfolio. Property Manager You will work for a supportive company that encourages personal development and looks to support your career in the property industry. Property Manager Managing maintenance issues reporting back to both the landlord and tenant. Co-ordinating contractor diaries and ensuring reported maintenance issues are attended to and remedied in a timely fashion. Obtain maintenance quotes where necessary. Authorise invoices and utility bills. Deal with all landlord and tenant correspondence. Send out check out reports and negotiate deposit returns. Deal with initial complaints at early stages, where appropriate and able. Referral of sales leads. Property Manager A problem solver and someone who can diagnose basic repairs so as not to waste time. Excellent telephone manner. Good listening and communication skills. Ability to problem solve and diffuse situations. Professional approach to customer service. Strong time management skills. Working knowledge of Microsoft products, Word, Excel, Teams. Can-do attitude. Property Manager Basic salary £32,000. Monday to Friday 8.30am to 6.00pm and 1 in 4 Saturdays from 8.30am to 4.00pm with then a full day off in lieu (5 day working week). Kings Permanent Recruitment for Estate Agents hits 19 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.

Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner. Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.

Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered. Your new role Support advisers and colleagues with the smooth running of client administration processes. Maintain accurate client records and ensure information is updated across internal systems. Assist with onboarding new clients and processing new business applications. Build positive relationships with clients, providers and third parties, acting as a key point of contact. Help coordinate the collection and management of client and provider documentation. Support regulatory and compliance activities to ensure records remain accurate and up to date. Produce professional correspondence and documentation for clients and providers. Contribute to a collaborative office environment by supporting wider administrative and operational activities. Use business systems and databases to manage information efficiently and accurately. What you'll need to succeed Previous experience within a professional services environment. Experience within an IFA, wealth management or financial planning firm would be highly advantageous. Knowledge of Intelliflo Office would be beneficial but is not essential. Excellent organisational skills with the ability to manage multiple tasks and priorities effectively. Strong communication skills and confidence when dealing with clients, providers and colleagues. Comfortable using business systems, databases and Microsoft Office applications. High level of accuracy and attention to detail when handling client information and records. A proactive and professional approach, with the ability to work independently and as part of a team. Positive attitude, strong work ethic and willingness to support different areas of the business. What you'll get in return You will receive a permanent opportunity with a salary of 30,000+, dependent on experience. The role is fully office-based in Cheadle, with flexible start times between 8:00am and 9:30am, as well as on-site parking. This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)