119 jobs found

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have a good knowledge of pensions, investments, protection etc Good verbal and written communication skills and have the ability to manage multiple tasks. Ideally you will have experience of working with systems such as Intelligent Office (IO) In return our client is looking to offer a competitive basic salary, benefits and bonus package inlcuding enhanced pension, 28 days holiday, PMI etc.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience required: Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have a good knowledge of pensions, investments, protection etc Good verbal and written communication skills and have the ability to manage multiple tasks. Ideally you will have experience of working with systems such as Intelligent Office (IO) In return our client is looking to offer a competitive basic salary, benefits and bonus package inlcuding enhanced pension, 28 days holiday, PMI etc.

We are seeking a highly organised and detail-oriented Finance Administrator to join our Finance Team on a 14-month fixed-term contract. This is a fantastic opportunity for someone with strong accounts payable experience and a keen eye for accuracy to play a key role in a dynamic and supportive finance team. The successful candidate will contribute to the ongoing upgrade of the accounting system, therefore experience with similar system upgrade projects would be beneficial. The Role The role will support the Finance team with accurate invoice and expense processing, daily bank reconciliations, management reporting, and coordination with auditors during interim and annual audits. Other responsibilities include processing a high volume of invoices using the accounting system Navision. dealing with staff expenses and company credit cards. double entry bookkeeping of invoices in the accounting system, including prepayments where relevant. performing daily bank reconciliations for 45 corporate bank accounts. liaising with third parties such as auditors when required. petty cash and inter-company reconciliations. Support the upgrade of the accounting system from Navision to Microsoft Dynamics D365, including assisting with system testing and contributing to the optimisation of key financial processes to drive efficiency and improve controls. Supporting the implementation of the new purchase order system by assisting various departments across the business in adopting and effectively using the platform. Person Specification The ideal candidate will be educated to degree level or equivalent with good MS Excel skills. The position requires an individual with excellent communication skills, and the ability to deal with suppliers and staff at all levels in the company. They should have a "can do" attitude, be able to work well under pressure, and have excellent attention to detail. Previous experience in accounts payable and a solid understanding of double-entry bookkeeping are essential. Familiarity with system upgrades is desirable, though not a requirement. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Interviews ASAP! Enquire Today Are you highly organised, detail-oriented, and enjoy supporting a team? Would you like to work locally to Tunbridge Wells? Do you have exposure to IFA administrative processes such as client onboarding, organising reviews, drafting documents and transaction processing? If yes then apply now to avoid missing out! or call James in our Tunbridge Wells team today. Whether you have current or previous experience, we'd love to hear from you Great Role! Join a welcoming, collaborative team environment, working for an established and forward-thinking IFA practice. Enjoy great work-life balance, training and development opportunity, and a non-corporate team culture to be part of ! Day-to-day, following personalised training, you will work as part of a team to support the smooth running of the office and client processes. Duties might include:- Receiving enquiries by phone and email from new and existing clients, assisting with queries and providing information. Diary planning and management - Organising client meetings for Advisers and supporting any queries raised. Client onboarding - conducting all relevant checks and ensuring files are created and maintained to company database. Drafting written communication to clients, providing administrative support to Paraplanners and Advisers. Processing transactions and liaising with product providers. Contribute to the smooth running of the office and support the team. Full Time - Monday - Friday 9am - 5pm, or Part Time working options. - Great flexibility and work life balance. Super offices in central T Wells location (with Parking!) - commutable easily by train bus and car. Salary with experiences £26-35000 + benefits such as company pension scheme and private health cover. Future career prospects - with a company who support training and development. If you bring experience in a relevant transferrable financial advisory or banking environment we'd love to hear from you. Candidates MUST be in commutable distance of Tunbridge Wells in Kent. Interested? Call James from Recruitment Solutions or apply now for immediate consideration. INDCOR

This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Folkestone 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.

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms.If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step.You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish.This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you?If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you.Hit apply or drop us a message in confidence to find out more.

We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Client Support Manager to help support the leadership, development and growth of their successful team of paraplanners and administrators. Responsibilities: Providing first class leadership to the administration and operational teams. Oversee day-to-day office operations, ensuring all administrative activities run smoothly Ensure client records and back office systems are updated, ensuring data accuracy and confidentiality Manage and prioritise workloads ensuring a smooth and efficient operation, in particular during busy periods. Experience: Candidates need to have proven managerial or supervisory experience within a wealth management or financial services environment. You will have demonstrable experience managing administration and / or paraplanning teams A working knowledge of Intelligent Office (IO) or similar client management systems (CRM) is desirable. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.

Financial Planning Administrator - Financial Services Location: Liverpool (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: Provide administrative support to Financial Planners Maintain accurate client records and update internal systems Liaise with clients and third-party providers to gather and process information Prepare valuations, meeting packs, and documentation Assist with new business onboarding, including AML and account setup Promote and support use of digital tools with clients Identify and report any risks or breaches in line with company policy About You: 2+ years' experience in a financial services administrative role Excellent organisational and communication skills Client-focused and detail-oriented Comfortable managing multiple tasks and meeting deadlines Proficient in Microsoft Office and back-office systems Degree educated preferred, but not essential Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include: Private Medical Insurance Group Life Assurance (4x salary) Group Income Protection Pension scheme with employer contributions Generous holiday allowance with option to purchase additional days Fully funded professional development, including exams, memberships, and study materials Cycle to Work Scheme & Season Ticket Loan Health Cash Plan, Gym Discounts, Will Writing, and more Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch

Financial Planning Administrator - Financial Services Location: Manchester (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Manchester is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: Provide administrative support to Financial Planners Maintain accurate client records and update internal systems Liaise with clients and third-party providers to gather and process information Prepare valuations, meeting packs, and documentation Assist with new business onboarding, including AML and account setup Promote and support use of digital tools with clients Identify and report any risks or breaches in line with company policy About You: 2+ years' experience in a financial services administrative role Excellent organisational and communication skills Client-focused and detail-oriented Comfortable managing multiple tasks and meeting deadlines Proficient in Microsoft Office and back-office systems Degree educated preferred, but not essential Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include: Private Medical Insurance Group Life Assurance (4x salary) Group Income Protection Pension scheme with employer contributions Generous holiday allowance with option to purchase additional days Fully funded professional development, including exams, memberships, and study materials Cycle to Work Scheme & Season Ticket Loan Health Cash Plan, Gym Discounts, Will Writing, and more Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch

Financial Planning Administrator - Financial Services Location: Knutsford (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: Provide administrative support to Financial Planners Maintain accurate client records and update internal systems Liaise with clients and third-party providers to gather and process information Prepare valuations, meeting packs, and documentation Assist with new business onboarding, including AML and account setup Promote and support use of digital tools with clients Identify and report any risks or breaches in line with company policy About You: 2+ years' experience in a financial services administrative role Excellent organisational and communication skills Client-focused and detail-oriented Comfortable managing multiple tasks and meeting deadlines Proficient in Microsoft Office and back-office systems Degree educated preferred, but not essential Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include: Private Medical Insurance Group Life Assurance (4x salary) Group Income Protection Pension scheme with employer contributions Generous holiday allowance with option to purchase additional days Fully funded professional development, including exams, memberships, and study materials Cycle to Work Scheme & Season Ticket Loan Health Cash Plan, Gym Discounts, Will Writing, and more Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more Financial Planning Administrator - Financial Services Location: Knutsford (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type: Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele. About the Role: As a Financial Planning Administrator, you'll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You'll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant. Key Responsibilities: Provide administrative support to Financial Planners Maintain accurate client records and update internal systems Liaise with clients and third-party providers to gather and process information Prepare valuations, meeting packs, and documentation Assist with new business onboarding, including AML and account setup Promote and support use of digital tools with clients Identify and report any risks or breaches in line with company policy About You: 2+ years' experience in a financial services administrative role Excellent organisational and communication skills Client-focused and detail-oriented Comfortable managing multiple tasks and meeting deadlines Proficient in Microsoft Office and back-office systems Degree educated preferred, but not essential Keen to pursue further qualifications - full study support provided toward the Diploma in Financial Planning Benefits Include: Private Medical Insurance Group Life Assurance (4x salary) Group Income Protection Pension scheme with employer contributions Generous holiday allowance with option to purchase additional days Fully funded professional development , including exams, memberships, and study materials Cycle to Work Scheme & Season Ticket Loan Health Cash Plan, Gym Discounts, Will Writing, and more Annual discretionary bonus This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you're ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more

IFA Administrator - Financial Services Location: Birmingham (Hybrid Working Available) Salary: Competitive, depending on experience, up to around £32,000 plus benefits Job Type: Full-time, Permanent A well-established and expanding national wealth and investment management firm based in Birmingham is looking for an experienced IFA Administrator to join their professional and client-focused team. This is an excellent opportunity for someone with a background in financial planning administration who is looking to develop their career within a highly respected firm working with high-net-worth clients and top-tier resources. About the Role: As an IFA Administrator, you'll provide essential administrative support to Financial Planners, helping to ensure a seamless and high-quality service for clients. You'll be responsible for preparing key documentation, liaising with providers, supporting client meetings, and ensuring that all processes meet regulatory and internal standards. Key Responsibilities: Support Financial Planners with day-to-day administrative tasks Maintain and update client records across internal systems Communicate with clients and third-party providers to gather required information Prepare valuations, meeting packs, and client documentation Assist with new business processing, including AML checks and account setups Promote and support the use of digital tools and client portals Flag any risks or compliance issues in line with company procedures About You: At least 1 years' experience in a financial services administrative role. Ideally 2 Years'+ Strong organisational skills and attention to detail Professional communication skills, both written and verbal Ability to manage multiple tasks and meet deadlines Confident with Microsoft Office and financial back-office systems Motivated to pursue further qualifications - full support provided for the Diploma in Financial Planning - Not essential Benefits Include: Private Medical Insurance Group Life Assurance (4x salary) Group Income Protection Employer-contributed Pension Scheme Generous holiday allowance with the option to buy more days Fully funded professional development including exams, memberships, and study materials Cycle to Work Scheme & Season Ticket Loan Health Cash Plan, Gym Discounts, Will Writing, and more Annual discretionary bonus This is a fantastic opportunity to join a progressive and supportive firm that genuinely values career development. If you're ready to take the next step in your financial services career, apply now with your CV

Financial Planning Assistant Manchester / Hybrid Working Salary: Up £34,000 (Depending on Experience) Full-time Permanent NJR Recruitment is delighted to be representing a forward-thinking, employee-owned financial planning and investment firm that's built around collaboration, sustainability, and community values. Due to continued growth, the firm is now seeking an Assistant Client Manager (Financial Planning Administrator) to join its client management team in Manchester . This is a brilliant opportunity for someone who's passionate about building meaningful client relationships , developing their career in financial services, and being part of a business that truly makes a positive impact. The Role As an Assistant Client Manager , you'll play a vital role in supporting the delivery of outstanding client service. Working closely with experienced professionals, you'll help clients achieve their investment goals while aligning their financial strategies with their personal values. Key Responsibilities: Build and maintain strong relationships with clients, acting as a trusted point of contact. Understand client needs, goals, and values to identify opportunities for improved financial outcomes. Work alongside the team to create tailored investment and financial plans. Improve and develop your technical investment knowledge and communication skills. Provide administrative and service support across client accounts. Uphold the firm's commitment to responsible and sustainable investing. About You We're looking for someone who is: Passionate about helping clients achieve meaningful financial goals . An excellent communicator who thrives on building relationships. Proactive, organised, and eager to take ownership of their work. A strong team player who enjoys collaborating with others. Motivated to learn and develop within financial services - study support toward Level 4 qualifications (IMC or IAD) will be provided. Aligned with values of integrity, sustainability, and inclusion. What's on Offer Salary from £29,000 (DOE) Employee ownership model - you'll become a co-owner and share in the company's success 25 days holiday (rising to 30 with service) plus bank holidays Pension scheme and long-term recognition programme Enhanced maternity and birth leave NHS top-up scheme and Employee Assistance Programme Membership to the Chartered Institute for Securities & Investment (CISI) Castlefield Academy-style training and career development support Hybrid and flexible working options Supportive, inclusive and values-driven team culture This is more than just a job - it's an opportunity to become part of a purpose-driven firm where every employee is a co-owner, empowered to make a real difference in clients' lives and the wider community. Apply today via NJR Recruitment quoting Ref: NJR16161 to start your journey toward a meaningful and rewarding career in financial services.

Trainee Paraplanner Annual Salary: £30,000 - £35,000 (negotiable based on qualifications and experience) Location: Central Manchester Job Type: Full-time, Permanent, Office-Based Join a modern and forward-thinking financial advisory service specialising in pensions and investments. This role is office-based, located in the heart of Manchester City Centre. This role is an exciting opportunity for an experienced IFA Administrator who is looking to move into a Trainee Paraplanning role, where training and guidance will be given to support you in your progression. Day-to-day of the role: Carry out research relating to pensions and investments and prepare suitability reports for the team of New Business/Wealth Management advisers. Work collaboratively with all stakeholders within the business to ensure great client outcomes. Suggest process improvements to enhance service delivery. Undertake Continuous Professional Development (CPD) for continuous improvement and to stay updated with industry standards and regulations. Required Skills & Qualifications: Minimum of 2-3 years of IFA Administration experience. Strong organisational skills and the ability to manage a diverse workload. Excellent analytical and problem-solving skills with high attention to detail. Proficiency in financial planning software and Microsoft Office suite. Experience with Intelligent Office, Dynamic Planner, Genovo, Selectapension, FE Analytics, or Cashcalc is desirable. Proactive and self-motivated approach to work, with a willingness to learn and grow within the role. Diploma in Financial Planning or working towards completing the diploma is highly regarded. Benefits: Professional, supportive, and friendly work environment with a strong team ethos. Significant potential for career progression and development, including annual appraisals and bi-annual reviews. Study support for examinations with the Chartered Insurance Institute, including study leave and an examination pass bonus structure. Pension scheme with employer contributions. Private Medical Insurance (after an initial qualification/probation period). Modern office facilities in a central city location. To apply for this Trainee Paraplanner position, please apply now or contact Rhyan Scott at Reed Financial Services for more information.

An expanding wealth management practice in Northampton is offering a superb opportunity for an ambitious Financial Adviser to take on an existing client base with room to grow. You'll be joining a team known for its personal, professional approach and strong reputation for client retention. The business promotes a culture of trust and autonomy, giving advisers the space to deliver quality advice in a supportive environment. You will: Manage and develop relationships with a portfolio of private clients Provide strategic financial planning across pensions, investments, and protection Work closely with paraplanners and administrators to deliver outstanding client outcomes Identify opportunities to enhance client portfolios and overall financial wellbeing Requirements: Level 4 Diploma in Financial Planning (Chartered encouraged) Strong relationship management and communication skills

A forward-thinking, client-led financial planning firm in Nottingham is looking for an experienced Financial Adviser to join its expanding team. You'll inherit an established client base with ongoing support from skilled paraplanners and administrators. This is an opportunity to work with a reputable, well-structured practice that values ethical advice, modern systems, and a positive work-life balance. Key aspects of the role: Provide holistic financial advice across all core product areas Develop and maintain long-term client relationships Conduct reviews, analyse portfolios, and make tailored recommendations Work collaboratively within a dynamic, supportive team environment What we're looking for: Diploma Level 4 qualified, with progress toward Chartered status welcome Previous IFA or Wealth Management experience Genuine passion for helping clients achieve financial peace of mind A strong package with hybrid flexibility, performance bonuses, and continued professional development.

Salary: £33,000 - £42,000 + study support + flexible working A growing independent financial planning business in Wolverhampton is seeking a motivated Paraplanner to join its collaborative and friendly team. You will: Produce high-quality reports and technical analysis for advisers Research products and funds to support holistic financial planning Liaise directly with clients and providers on technical queries Maintain accuracy and compliance throughout the advice process You bring: Previous experience in a Paraplanning or Senior Administrator role Good pensions and investment knowledge Ideally, part or fully Diploma qualified In return, you'll benefit from a professional yet relaxed culture, flexible hours, and genuine development opportunities into advisory roles if desired.

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in: Retirement Planning Cash Flow Modelling Investments & Protection Estate Planning Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage. The Role As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service. You'll be based on-site, working flexibly across two locations: Belfast and Ballymena . The Ballymena site will only require one day per week. Key Responsibilities Prepare Suitability Reports for new business Draft pre- and post-review client reports Process new business applications (paper & digital) Follow up on outstanding Letters/Transfers of Authority Liaise with providers for plan information and data Place new policies/plans on risk Ensure strict adherence to compliance, data protection and internal procedures Support with regulatory and industry testing requirements Provide general administrative support to advisers and team members Organise client meeting documentation and maintain client records Essential Criteria Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment Solid understanding of pensions and investments High proficiency in Microsoft Office (Word, Excel, Outlook) Strong attention to detail, organisational and analytical skills Knowledge of data protection regulations Clear and professional communication - written and verbal Ability to follow processes and take initiative when needed Desirable: Experience using Xplan (or similar CRM/platform) Your Personal Attributes Proactive, organised, and detail-oriented Able to work independently and as part of a collaborative team Strong multitasking abilities and time management Excellent grammar, spelling, and written communication Benefits Competitive salary: £26,000 - £32,000 (based on experience) 20 days annual leave plus statutory holidays Market-leading pension scheme Private medical insurance Income protection and life cover Free on-site parking at both locations Supportive, people-first working environment with a strong team culture If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Diploma-Qualified Technical Paraplanner Chartered IFA Firm Central London (Hybrid - 4 Days/Month) Join a prestigious, Chartered Independent Financial Advisory firm based in Central London, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight. Salary up to £56,000 per annum (depending on experience) As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We're looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice. Key Responsibilities As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for: Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT Conducting detailed technical research and analysis to support complex advice recommendations Liaising with advisers and administrators to ensure seamless client service Preparing cashflow modelling using industry-standard tools Ensuring all reports and recommendations align with FCA compliance requirements Requirements We are looking for a Paraplanner who brings both depth of knowledge and attention to detail: Diploma in Regulated Financial Planning (Level 4 minimum) Experience in a paraplanning role within an IFA or Wealth Management firm Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc Excellent written communication and analytical skills Benefits Salary up to £56,000 per annum (depending on experience) Hybrid working - just 4 office days/month in Central London 25 days holiday + bank holidays Company pension scheme Support with further qualifications (e.g., Chartered status) Inclusive, supportive working culture in a Chartered environment How to Apply If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we'd love to hear from you.

Experienced Financial Planning Administrator Folkestone offices - Chartered IFA firm Salary negotiable £30k - £40k + bonuses 25 days holiday plus attractive benefits package My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating a brand-new role for Financial Planning Administrator to be based in their Folkestone office. This role will suit a candidate with a background in an independent wealth planning firm. You will be joining an experienced team of other administrators, many of whom have been in their roles for a number of years. You will be supporting busy Chartered Advisers with their caseloads and ensuring a smooth and effective support function. You will be drafting LOA's and LOV's, speaking to clients, client meeting prep, support with annual reviews, possibly some diary management, oversight of their back-office system Intelligent Office and speaking to platform providers they work with including Aviva, Transact, Nova, AJ Bell amongst others. If this role sounds of interest or any other roles I am working on please get in touch.