Office Manager - Financial Services Inspire Resourcing are currently recruiting an Office Manager / Senior Paraplanner on behalf of our client based in Nottingham. This is a great opportunity to join an established & friendly business with a great team. Duties: Manage all administrative employees, resources, and tasks for the office location To manage the compliance of the business Manage the office budget/purchasing General admin support including typing, photocopying, stationery and supply chain ordering, scanning, filing and travel arrangements. Prepare, coordinate, and check documentation and specifications utilising Microsoft Office software Coordinate and assist with internal projects Lead & guide a team of 4 apprentices / trainees, in being first point of calls for new enquiries and onboarding of new clients HR duties for the business including attendance, holidays and appraisals Arrange meetings, prepare agendas, and take general minutes as required Payroll / Accounts Support Requirements: Previous experience within financial services Experience of office management or HR responsibilities Strong communication skills Paraplanning experience a distinct advantage 35k - 47k DOE Full time hours, would consider x4 days a week Flexible working options
Oct 15, 2025
Full time
Office Manager - Financial Services Inspire Resourcing are currently recruiting an Office Manager / Senior Paraplanner on behalf of our client based in Nottingham. This is a great opportunity to join an established & friendly business with a great team. Duties: Manage all administrative employees, resources, and tasks for the office location To manage the compliance of the business Manage the office budget/purchasing General admin support including typing, photocopying, stationery and supply chain ordering, scanning, filing and travel arrangements. Prepare, coordinate, and check documentation and specifications utilising Microsoft Office software Coordinate and assist with internal projects Lead & guide a team of 4 apprentices / trainees, in being first point of calls for new enquiries and onboarding of new clients HR duties for the business including attendance, holidays and appraisals Arrange meetings, prepare agendas, and take general minutes as required Payroll / Accounts Support Requirements: Previous experience within financial services Experience of office management or HR responsibilities Strong communication skills Paraplanning experience a distinct advantage 35k - 47k DOE Full time hours, would consider x4 days a week Flexible working options
Job Role: Junior Paraplanner Industry: Financial Services Location: Norwich Salary: Up to £36,000 (DOE) Job Reference: 9978 Are you an experienced IFA Administrator or Junior Paraplanner looking to take the next step in your career? RecruitUK are working in partnership with a growing, forward-thinking financial services company based in Norwich. As part of their continued expansion, they are looking to hire three Associate Paraplanners to join their dynamic and collaborative team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. In this role, you'll play a key part in supporting paraplanners and advisers, assisting with research, suitability report preparation, and technical administration. You'll gain hands-on experience across the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include: • Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. • Build experience in researching client portfolios, asset allocation, and investment products. • Take ownership of gathering valuations, quotations, and preparing application documentation. • Learn to apply compliance requirements and internal policies to everyday tasks. • Manage your workload effectively, keeping your line manager informed of progress. • Commit to ongoing study and recording your professional development. • Contribute to wider team tasks and responsibilities as needed. • Apply Consumer Duty principles in all aspects of your work. What we're looking for: • Experience working as an IFA/Wealth Management Administrator. • Knowledge of the Financial Services industry. • Proficient in databases and relevant software. • Minimum of two R0 exams completed and a strong desire to continue working towards the Level 4 Diploma in Financial Planning to become fully qualified. • Exposure to elements of paraplanning in a previous role is desired. Benefits: • Salary up to £36,000 (DOE). • Private Medical Insurance post-probation. • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee). • 25 days Annual Leave (plus the option to buy or sell up to 5 days). • Office Christmas close (3 days). • Life Assurance. • Health cash plan. • Hybrid working. • Discretionary performance-related bonus. • Employee Assistance Programme. • Lunch and snacks provided in the Norwich office. • A wide range of flexible benefits to choose from. This is a fantastic opportunity to join a growing firm, learn from experienced professionals, and develop into a fully qualified and highly skilled paraplanner. If you're keen to find out more, apply below and we can have a chat!
Oct 15, 2025
Full time
Job Role: Junior Paraplanner Industry: Financial Services Location: Norwich Salary: Up to £36,000 (DOE) Job Reference: 9978 Are you an experienced IFA Administrator or Junior Paraplanner looking to take the next step in your career? RecruitUK are working in partnership with a growing, forward-thinking financial services company based in Norwich. As part of their continued expansion, they are looking to hire three Associate Paraplanners to join their dynamic and collaborative team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. In this role, you'll play a key part in supporting paraplanners and advisers, assisting with research, suitability report preparation, and technical administration. You'll gain hands-on experience across the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career. Responsibilities include: • Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners. • Build experience in researching client portfolios, asset allocation, and investment products. • Take ownership of gathering valuations, quotations, and preparing application documentation. • Learn to apply compliance requirements and internal policies to everyday tasks. • Manage your workload effectively, keeping your line manager informed of progress. • Commit to ongoing study and recording your professional development. • Contribute to wider team tasks and responsibilities as needed. • Apply Consumer Duty principles in all aspects of your work. What we're looking for: • Experience working as an IFA/Wealth Management Administrator. • Knowledge of the Financial Services industry. • Proficient in databases and relevant software. • Minimum of two R0 exams completed and a strong desire to continue working towards the Level 4 Diploma in Financial Planning to become fully qualified. • Exposure to elements of paraplanning in a previous role is desired. Benefits: • Salary up to £36,000 (DOE). • Private Medical Insurance post-probation. • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee). • 25 days Annual Leave (plus the option to buy or sell up to 5 days). • Office Christmas close (3 days). • Life Assurance. • Health cash plan. • Hybrid working. • Discretionary performance-related bonus. • Employee Assistance Programme. • Lunch and snacks provided in the Norwich office. • A wide range of flexible benefits to choose from. This is a fantastic opportunity to join a growing firm, learn from experienced professionals, and develop into a fully qualified and highly skilled paraplanner. If you're keen to find out more, apply below and we can have a chat!
Senior Financial Planner Manage existing HNW clients across Kent Up to £100k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 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 1000 clients with assets ranging from £200k - £5m. 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. The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. 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 a Senior Financial Planner who will be responsible for managing a portion of their existing book of business (from an adviser who is retiring) who are primarily Kent based. This is a servicing role and will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex cases. You will have dedicated admin and paraplanning support as well as a Compliance Manager. If this role sounds of interest or any other roles, I am working on please get in touch.
Oct 14, 2025
Full time
Senior Financial Planner Manage existing HNW clients across Kent Up to £100k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 6 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 1000 clients with assets ranging from £200k - £5m. 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. The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. 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 a Senior Financial Planner who will be responsible for managing a portion of their existing book of business (from an adviser who is retiring) who are primarily Kent based. This is a servicing role and will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex cases. You will have dedicated admin and paraplanning support as well as a Compliance Manager. If this role sounds of interest or any other roles, I am working on please get in touch.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI data requested by the management team in a timely fashion as required Other Duties To Proactively suggest improvements for the continuing progression of the team and the Company Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate Skills required Attention to detail Strong technical knowledge of financial services Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients Effective technical and product research using own initiative where appropriate Ability to manage time and your own workload as well as working in a team Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards In depth understanding of compliance within Financial Services Microsoft Office, including, Excel, Word, PowerPoint and Publisher Qualifications Diploma in Financial Services (or working towards equivalent) Knowledge An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
Oct 12, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI data requested by the management team in a timely fashion as required Other Duties To Proactively suggest improvements for the continuing progression of the team and the Company Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate Skills required Attention to detail Strong technical knowledge of financial services Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients Effective technical and product research using own initiative where appropriate Ability to manage time and your own workload as well as working in a team Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards In depth understanding of compliance within Financial Services Microsoft Office, including, Excel, Word, PowerPoint and Publisher Qualifications Diploma in Financial Services (or working towards equivalent) Knowledge An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
Paraplanning Manager Location Bromsgrove (Hybrid) Salary up to £70,000 W are working with a well renowned Financial Planning business who are looking for a Paraplanning Manager for their Bromsgrove office. In the role you will oversee a team of Paraplanners ranging in experience levels from Trainee to Senior, ensuring accurate and high quality research and financial planning reports are provided for Financial Advisers and clients. The ideal candidate for this role will have a strong technical paraplanning background, Level 4 diploma in regulated Financial Planning and experience in team management. Key Responsibilities of Paraplanning Manager Lead, manage, and develop a high-performing team of paraplanners. Oversee workflow, staffing, and quality control to ensure SLAs and compliance standards are met. Provide ongoing coaching, feedback, and training support. Monitor report quality, turnaround times, and adherence to internal processes. Ensure compliance with company policies and FCA regulations. Identify and implement process improvements. Support the team with technical and complex calculations. Contribute to wider paraplanning management and operational projects. What's On Offer Salary up to £70,000 Annual Discretionary bonus (up to 10%) Hybrid working (3 days in the office, 2 days from home) 35 hour working week, flexible start and finish times 26 days annual eave + bank holidays Enhanced pension contributions If you are interested in the Paraplanning Manager position then apply today and, if suitable, one of our colleagues will be in touch within 24 hours. Paraplanning Manager, Senior Paraplanner, Team Leader, Financial Planning, Wealth Management, Financial Advisor, Financial Advice
Oct 11, 2025
Full time
Paraplanning Manager Location Bromsgrove (Hybrid) Salary up to £70,000 W are working with a well renowned Financial Planning business who are looking for a Paraplanning Manager for their Bromsgrove office. In the role you will oversee a team of Paraplanners ranging in experience levels from Trainee to Senior, ensuring accurate and high quality research and financial planning reports are provided for Financial Advisers and clients. The ideal candidate for this role will have a strong technical paraplanning background, Level 4 diploma in regulated Financial Planning and experience in team management. Key Responsibilities of Paraplanning Manager Lead, manage, and develop a high-performing team of paraplanners. Oversee workflow, staffing, and quality control to ensure SLAs and compliance standards are met. Provide ongoing coaching, feedback, and training support. Monitor report quality, turnaround times, and adherence to internal processes. Ensure compliance with company policies and FCA regulations. Identify and implement process improvements. Support the team with technical and complex calculations. Contribute to wider paraplanning management and operational projects. What's On Offer Salary up to £70,000 Annual Discretionary bonus (up to 10%) Hybrid working (3 days in the office, 2 days from home) 35 hour working week, flexible start and finish times 26 days annual eave + bank holidays Enhanced pension contributions If you are interested in the Paraplanning Manager position then apply today and, if suitable, one of our colleagues will be in touch within 24 hours. Paraplanning Manager, Senior Paraplanner, Team Leader, Financial Planning, Wealth Management, Financial Advisor, Financial Advice
Senior Financial Administrator £36,000 basic salary (pay for 4 days working week) Wealth Management Firm working with HNW clients Wokingham Offices (Berkshire) Must have Knowledge of Intelligent Office The Business My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The Role The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 adivsers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Oct 10, 2025
Full time
Senior Financial Administrator £36,000 basic salary (pay for 4 days working week) Wealth Management Firm working with HNW clients Wokingham Offices (Berkshire) Must have Knowledge of Intelligent Office The Business My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The Role The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 adivsers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a highly respected, multi-faceted business offering a broad range of services across Financial Planning, Corporate Wealth, and Employee Benefits. This role sits within their growing Financial Planning division and represents an exciting opportunity to lead a talented and expanding team of Paraplanners. About the Role This is a managerial position focused on leading and developing a team of Paraplanners. You'll be responsible for ensuring the delivery of efficient, high-quality support to advisers and clients, maintaining strong performance standards, and promoting a culture of excellence across the team. While you'll work closely with senior colleagues - including a technical lead who will handle complex technical matters, your focus will be on people management, workflow oversight, and operational effectiveness. This hybrid role offers an excellent balance between collaborative office time and the flexibility of remote working. Key Responsibilities Lead, coach, and develop a growing team of Paraplanners, conducting regular one-to-ones, appraisals, and performance reviews. Manage team workflow to ensure timescales are met and a consistently high standard of service is delivered. Oversee workload allocation, ensuring resources are optimised across the team. Collaborate with Financial Planners and internal stakeholders to support seamless client delivery. Foster a positive, high-performing culture aligned with company values and regulatory standards. Identify opportunities to improve processes, efficiency, and service levels as the business continues to grow. What We're Looking For Proven experience in a leadership or managerial role within financial services - ideally within financial planning, paraplanning, or a related environment (pensions, investments, platforms, etc.). Strong people management and coaching skills, with the ability to inspire, motivate, and develop individuals. Excellent organisational and prioritisation abilities. Clear and confident communication and stakeholder management skills. A proactive and adaptable approach, with confidence leading a team through change and growth. What's on Offer? Competitive salary up to £55,000 plus bonus Hybrid working model - typically 2 days in the office per week Generous holiday allowance and a comprehensive benefits package The opportunity to play a key leadership role in a growing, progressive, and award-winning organisation with scope for progression.
Oct 08, 2025
Full time
Mbf are working with an award-winning, national financial services organisation to recruit an experienced Team Leader. Our client is a highly respected, multi-faceted business offering a broad range of services across Financial Planning, Corporate Wealth, and Employee Benefits. This role sits within their growing Financial Planning division and represents an exciting opportunity to lead a talented and expanding team of Paraplanners. About the Role This is a managerial position focused on leading and developing a team of Paraplanners. You'll be responsible for ensuring the delivery of efficient, high-quality support to advisers and clients, maintaining strong performance standards, and promoting a culture of excellence across the team. While you'll work closely with senior colleagues - including a technical lead who will handle complex technical matters, your focus will be on people management, workflow oversight, and operational effectiveness. This hybrid role offers an excellent balance between collaborative office time and the flexibility of remote working. Key Responsibilities Lead, coach, and develop a growing team of Paraplanners, conducting regular one-to-ones, appraisals, and performance reviews. Manage team workflow to ensure timescales are met and a consistently high standard of service is delivered. Oversee workload allocation, ensuring resources are optimised across the team. Collaborate with Financial Planners and internal stakeholders to support seamless client delivery. Foster a positive, high-performing culture aligned with company values and regulatory standards. Identify opportunities to improve processes, efficiency, and service levels as the business continues to grow. What We're Looking For Proven experience in a leadership or managerial role within financial services - ideally within financial planning, paraplanning, or a related environment (pensions, investments, platforms, etc.). Strong people management and coaching skills, with the ability to inspire, motivate, and develop individuals. Excellent organisational and prioritisation abilities. Clear and confident communication and stakeholder management skills. A proactive and adaptable approach, with confidence leading a team through change and growth. What's on Offer? Competitive salary up to £55,000 plus bonus Hybrid working model - typically 2 days in the office per week Generous holiday allowance and a comprehensive benefits package The opportunity to play a key leadership role in a growing, progressive, and award-winning organisation with scope for progression.
Financial Planning Associate (Senior Paraplanner) City of London, 2 days a week post-probation £55,000 - £60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We're working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility. Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team. This role sits on their Paraplanning team and would suit an experienced individual looking to remain in a client-facing position. Why Join This Business Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway Key Responsibilities: Attending most client meetings, and regular relationship building with clients Assist with cashflow presentations Working closely with the Adviser to analyse a client's situation and suggest next steps and financial planning opportunities Conduct fact finds, produce meeting notes and coordinate with Administrators Conducting research and analysis to support the development of suitable financial strategies Producing suitability letters/reports Be a technical point of contact Requirements: Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients Experience in a client-facing role, and having sat in client meetings on a regular basis Level 4 qualification is mandatory, working towards Chartered is desirable Experience with a range of software and technology, including Voyant, FE Analytics Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser
Oct 08, 2025
Full time
Financial Planning Associate (Senior Paraplanner) City of London, 2 days a week post-probation £55,000 - £60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We're working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility. Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team. This role sits on their Paraplanning team and would suit an experienced individual looking to remain in a client-facing position. Why Join This Business Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway Key Responsibilities: Attending most client meetings, and regular relationship building with clients Assist with cashflow presentations Working closely with the Adviser to analyse a client's situation and suggest next steps and financial planning opportunities Conduct fact finds, produce meeting notes and coordinate with Administrators Conducting research and analysis to support the development of suitable financial strategies Producing suitability letters/reports Be a technical point of contact Requirements: Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients Experience in a client-facing role, and having sat in client meetings on a regular basis Level 4 qualification is mandatory, working towards Chartered is desirable Experience with a range of software and technology, including Voyant, FE Analytics Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
Oct 07, 2025
Full time
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Oct 07, 2025
Full time
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. THE ROLE EXPECTATION PURPOST To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. In addition, YOUR QUALIFICTION must be: - LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE: ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS). THE DEGREE in Financial Paraplanning BACHELORS'S DEGREE IN BUSINESS ECONOMICS ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE Role Accountabilities Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries. YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS. PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES. PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING. LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED Mandatory: Level 4 - CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS! Highly Desirable: Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM FABULOUS BENEFITS! Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) Cash Plan GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 24, 2025
Full time
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Sep 23, 2025
Full time
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
