62 jobs found

Our client are a wealth management business who have enjoyed a period of sustained growth and continue to have a unique and successful business model. This growth has included an increase in financial advice, and they now require a further compliance / new business support individual The role is Liverpool based 9 till 5. The individual will support their advice function with duties including the following. Carry out file reviews and maintain a log of checks undertaken: Check all documentation for completeness and consistency. Review and assess Adviser recommendations to clients for suitability, in respect of the firms discretionary managed service, ISAs, Pension, Annuity broking, Pension Transfers/Switches & Drawdown. Communicate any findings with both the Adviser and appropriate senior management (monitor and assess the remedial action to ensure satisfactory completion) Responsibility for the delivery of the Compliance Monitoring Plan (CMP): Completion of scheduled monitoring reviews in a timely manner. Identify and investigate issues and/or trends which may adversely affect the businesses' ability to comply with applicable legislation and/or regulations. Produce compliance review reports for Senior Management; Follow-up activities to ensure effective remediation of issues identified from the monitoring reviews and take responsibility for the delivery of agreed corrective actions and resolution of issues where appropriate. Review and sign off literature and educational presentations against the firms' services & the FCA Financial Promotion rules. Undertake, monitor, and record anti-money laundering checks. Candidate Requirements: Key experience includes business file checking from a bank, life company or IFA firm Investment & pensions experience within the financial services industry. Candidates with transferrable skills will include Paraplanners or Financial Advisers The Rewards A negotiable basic salary together with an employee benefits package.

RecruitUK are working with an expanding Independent Financial Planning company based in Fareham. They offer bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they're looking to grow their back-office team to ensure everyone is given an exceptional level of service. This exciting opportunity can see you developing your Administration career. You will be working closely in an experienced team of IFA Administrators, supporting both the Paraplanners and Financial Advisers. There are endless opportunities to progress your career with this company, whether it's senior level administration, paraplanning, management, or financial advice. Duties: Preparing client files and document for annual reviews and new business meetings Submitting new business Supporting with basic reports following client meeting Keeping back-office system up to date Liaising with clients and product advisers Ad-Hoc administration duties Benefits: Competitive salary of up to £36,000! Hybrid working structure Incredible progression opportunities A constantly growing business with consistent acquisitions in the pipeline Minimum of 33 days holiday Private medical insurance 5% pension contribution Exam support and funding Annual salary reviews and uplifts based on exam performance Sleek office building with free parking Skills and experience required: At least 1-2 years within Wealth Management Client Servicing Good knowledge of financial products and processes Drive to progress and develop career

Job Title: Paraplanner Industry: Financial Planning Location: Kent Salary: £50,000 - £60,000 Job Description: 9868 Recruit UK are working with an Independent Financial Planning firm, which is looking to expand its Paraplanning team. This IFA is offering bespoke and tailored advice across Investments, Pensions, Tax planning, and more. With offices and clients across the UK, their client base is ever-expanding, and as a result, they are looking to grow their back-office team to ensure everyone is given an exceptional level of service. This exciting opportunity can see you developing your Paraplanning career, managing a team of paraplanning or even moving into Financial Advice, with a client book to get you started. Therefore, wherever you are in your Paraplanning career, this job is for you! Duties: Understanding and analysing new and existing client current personal and financial circumstances and objectives Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting senior members of the team Complying with FCA regulations Benefits: Competitive salary up to £50,000 Hybrid working structure (3 in 2 home) Incredible opportunities to process into management and/or Financial Advice if desired A business that is growing, with new acquisitions consistently in the pipeline 33 days holiday Private medical 5% pension contribution Exam funding Salary uplifts annual and for exams passed Modern office building, with parking Skills and experience required: Minimum of 3 years in a Paraplanning position Level 4 diploma required, close to completion may be considered Drive to progress and develop career About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a firm, looking for a Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

A rapidly growing national IFA is seeking a Financial Advice Outcomes Specialist to join their expanding Compliance & T&C function. The firm has grown significantly in recent years, from 5 Financial Planners to over 45, with a total headcount of around 150. This newly created role will be integral in driving higher standards across Financial Planning and Technical Specialist teams. The Role This is a home-based position with travel to offices as required. The primary responsibility is to review the quality of advice to ensure it delivers good client outcomes in line with the FCA Consumer Duty and COBS rules. Alongside advice quality reviews, the role will also support the T&C framework, contribute to training delivery, and provide coaching and feedback to advisers. Key responsibilities include: Reviewing advice files to assess suitability and alignment with regulatory standards Providing feedback and remedial action to advisers where needed Supporting the T&C Manager with adviser training, development and monitoring Gathering and analysing KPI data and CPD records Contributing to compliance frameworks, processes, and training initiatives Escalating risks, breaches, or trends to senior management Candidate Profile: CII Diploma in Regulated Financial Planning (DipPFS) or equivalent Proven experience conducting advice quality reviews within retail financial advice Strong working knowledge of FCA rules, Consumer Duty and conduct risk Excellent communication, feedback, and coaching skills High attention to detail and analytical ability Bonus points for additional qualifications such as Equity Release, Long Term Care or Securities. What's on Offer: Salary £40,000 - £50,000 plus bonus and benefits Home-based working with flexible travel Opportunity to progress into a T&C Manager role after a successful period Collaborative, supportive team culture This is a fantastic opportunity for a compliance professional who wants to play a key role in raising advice standards while developing their career in a growing, ambitious national advice firm.

Financial Planning Administrator - Worcester Salary: Up to £35,000 + excellent benefits Location: Worcester (office-based, 5 days per week) A fantastic opportunity has arisen for a skilled Financial Planning Administrator to join a highly reputable Wealth Management business in their Worcester office. This role offers the chance to be part of a professional, supportive team where you'll provide first-class support to Financial Planners and play a key role in delivering excellent outcomes for clients. The role: Provide high-quality administrative support to Financial Planners, ensuring cases and documentation are managed accurately and efficiently Act as a first point of contact for client queries, delivering excellent customer service Prepare client documentation, meeting packs, valuations, and handle post-meeting actions Coordinate with internal teams such as paraplanning, compliance, and client services to ensure smooth processes Support training and mentoring of junior team members, sharing your expertise Maintain accurate records on XPlan and other systems Ensure compliance with FCA and internal processes at all times About you: Previous experience in a Financial Planning or Wealth Management support role Strong knowledge of financial planning processes and products Excellent communication and interpersonal skills High attention to detail with strong organisational skills Proficient in Microsoft Office; experience with XPlan or Voyant would be an advantage A proactive, collaborative team player with a commitment to delivering excellent client outcomes What's on offer: Salary up to £35,000 (depending on experience) Fantastic benefits package Full exam support to progress your career Clear opportunities for development and progression within the team A supportive and professional working environment

Job Role: Financial Administrator Location: Southampton Salary: up to £30,000 Reference: 9826 Looking for a clear, structured route to becoming a Financial Adviser in the medium term? Do you have experience in financial services administration/paraplanning but feel like your career progression has stalled or isn't outlined fairly? If so, this could be the ideal opportunity for you. Recruit UK is proud to be partnering with a highly respected financial planning firm that's known for delivering truly personal, client-first advice. They're offering a fantastic opportunity for an ambitious individual to begin their journey towards becoming a fully qualified Financial Adviser. You'll start by supporting an experienced adviser, gaining hands-on experience across all areas of the advice process, from administration to paraplanning. Over time, you'll be mentored and trained to step into an advisory role, with a clear path to inheriting a client bank in the medium term. The firm will also support you in obtaining the necessary qualifications to become a fully authorised Financial Planner. This is a rare chance to join a company with an outstanding reputation, a supportive culture, and a genuine commitment to developing talent from within. Responsibilities: Provide administrative support to Advisers, including preparing documentation, processing applications, and maintaining accurate client records Assist with gathering and analysing client information to support the preparation of financial plans Liaise with product providers to obtain policy information, valuations, and illustrations Support with the preparation of suitability reports and investment reviews Take part in regular mentoring sessions with senior advisers to develop technical knowledge and client relationship skills Gradually increase client-facing responsibilities, moving towards full advisory duties What's on offer: Salary up to £30,000 bonus and clear earning progression Support to obtain Level 4 Diploma in Regulated Financial Planning Clear route from administration to full client-facing financial advice Mentorship from highly experienced financial planner Free on-site parking and hybrid working once established About you: Minimum 1 year Financial Services Administration experience Progress towards industry exams (desirable) Looking for a long-term career in financial advice with a clear development pathway Comfortable working in-office most of the week, with some flexibility available Great attention to detail and time management skills A team player who is looking to work with their colleagues to provide a high quality service to clients If you're ready to take the next step in your financial services career with structured development, genuine support, and a clear pathway to advice, this could be the perfect opportunity for you. Apply today or get in touch to learn more.

An excellent opportunity has arisen for an experienced Paraplanner to join a well-established financial advisory firm in Cheam. Recently acquired by a leading national advisory practice, the firm is expanding and looking for a skilled professional to support their financial planners. Role Overview As a Paraplanner, you will be part of a regional team supporting financial planners by conducting in-depth financial analysis, preparing reports, researching investment opportunities, and ensuring compliance with industry regulations. Senior Paraplanners will also handle complex reports, engage directly with clients, mentor junior team members, and manage workflows effectively. Key Benefits Salary: £45,000 to £48,000 Holiday: 28 days + bank holidays Private Medical Insurance (PMI) for individuals Matched 5% pension contribution Hybrid working (as few as 1-3 days per month in the office dependent on experience) Discretionary bonus scheme Key Responsibilities Conduct financial analysis, assessing clients' income, expenses, and goals Prepare comprehensive financial planning reports (investment analysis, retirement, tax planning, risk management, etc.) Communicate with clients to gather financial information and clarify objectives Ensure compliance with industry regulations and best practices Research investment products and financial strategies to support recommendations Assist financial planners with portfolio construction and asset allocation Maintain accurate client records and documentation Skills & Experience Required Fully qualified Paraplanner High attention to detail and accuracy Proficiency in Intelligent Office (iO), Excel, and financial research tools Strong written and verbal communication skills Ability to work under pressure and meet deadlines Team player with mentoring/coaching experience (for senior paraplanners) Desirable: Broad knowledge of the financial services industry and experience implementing new processes This is a fantastic opportunity for an experienced Paraplanner looking to develop their career within a growing, well-respected financial advisory firm. The role offers excellent flexibility, competitive benefits, and the chance to work as part of a knowledgeable and supportive team. If you are seeking a new challenge in a dynamic and client-focused environment, we would love to hear from you.

Are you ready to take the next step in your career with a market-leading consultancy known for excellence and innovation? We're looking for an experienced Senior Healthcare & Protection Consultant to join a thriving corporate consulting team. This is a hybrid position , requiring a minimum of three days a week in a London or South Coast office, offering flexibility to balance your professional and personal life. About the Role In this client-facing position, you'll manage and develop a portfolio of corporate Healthcare and Protection clients-delivering expert consulting advice, building lasting relationships, and identifying opportunities to grow business lines. You'll work collaboratively with talented internal teams to ensure outstanding service and measurable impact. What You'll Bring Strong financial and commercial acumen, including confident fee negotiation skills Proven experience within Healthcare and/or Protection consulting Excellent communication, relationship management, and organisational abilities A proactive approach and a genuine commitment to exceptional client service What Makes You Stand Out Deep knowledge of Healthcare and Protection markets Experience with benefits platforms and digital solutions Sharp attention to detail and a strategic mindset Why Join Us? Joining this team means becoming part of an industry leader recognised for shaping the future of Employee Benefits and Wellbeing. You'll enjoy: Professional growth - structured learning, career development and mentorship Engaging, impactful work - partner with diverse clients to design innovative benefits strategies Supportive culture - collaborative teams that value your voice and ideas Flexibility - hybrid working that empowers you to perform at your best Comprehensive benefits - designed to enhance your wellbeing and reward your success If you're passionate about delivering exceptional outcomes and want to work with one of the most respected names in the industry, we'd love to hear from you. Please quote 51924 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

This Senior Paraplanner job offering hybrid working in Cardiff is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors click apply for full job details

Job Title: Paraplanner Industry: Financial Planning Location: Kent Salary: £50,000 - £60,000 Job Description: Recruit UK are working with an Independent Financial Planning firm, who are looking to expand their Paraplanning team. This IFA are offering bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they are looking to grow their back-office team to ensure everyone is given an exceptional level of service. This exciting opportunity can see you developing your Paraplanning career, managing a team of paraplanning or even moving into Financial Advice, with a client book to get you started. Therefore, wherever you are in your Paraplanning career, this job is for you! Duties: Understanding and analysing new and existing client current personal and financial circumstances and objectives Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting senior members of the team Complying with FCA regulations Benefits: Competitive salary of £50-60,000 Hybrid working structure Incredible opportunities to process into management and/or Financial Advice A business that is growing, with new acquisitions consistently in the pipeline 33 days holiday Private medical 5% pension contribution Exam funding Salary uplifts annual and for exams passed Modern office building, with parking Skills and experience required: Minimum of 3 years in a Paraplanning position Level 4 diploma required, close to completion may be considered Drive to progress and develop career

Senior Paraplanner Annual Salary: £35,000 - £45,000 Location: Bristol or Swindon - hybrid but may consider more remote with office presence when needed Job Type: Full-time We are seeking a Senior Paraplanner to join our team of Independent Financial Advisers. This role is crucial for ensuring that our firm complies with ESMA Guidelines and other regulatory standards. The ideal candidate will have a strong understanding of investment products, financial markets, and compliance procedures. Day-to-day of the role: Prepare and maintain client files, ensuring all documentation is relevant and compliant. Collate quantitative detailed information required to support recommendations. Discuss client objectives with advisers and prepare recommendations. Undertake research to identify suitable solutions to meet client-specific objectives. Prepare draft suitability reports for review and discussion. Implement recommendations, prepare suitability reports, and complete application or proposal forms as required. Review client investment portfolios, asset allocations, and risk profiles. Act as a main point of contact for client queries and arrange client meetings. Maintain up-to-date knowledge of product, legislative, and technical changes. Required Skills & Qualifications: Minimum of 2 years' experience in Financial Services as a Paraplanner. Detailed knowledge of compliance and T&C procedures including record keeping. Ability to hold the requisite technical knowledge for the role. Preferred qualifications: Diploma, Advanced Diploma/Chartered Status - CII or equivalent. Benefits: Competitive salary based on experience and qualifications. Death in Service (4x salary). Critical Illness Cover. 21 days holiday plus office closure between Christmas and New Year. Company laptop and free parking. Professional exam funding/support. Potential for hybrid working. To apply for this Senior Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.

Senior Paraplanner Annual Salary: £35,000 - £45,000 Location: Bristol or Swindon - hybrid but may consider more remote with office presence when needed Job Type: Full-time We are seeking a Senior Paraplanner to join our team of Independent Financial Advisers. This role is crucial for ensuring that our firm complies with ESMA Guidelines and other regulatory standards. The ideal candidate will have a strong understanding of investment products, financial markets, and compliance procedures. Day-to-day of the role: Prepare and maintain client files, ensuring all documentation is relevant and compliant. Collate quantitative detailed information required to support recommendations. Discuss client objectives with advisers and prepare recommendations. Undertake research to identify suitable solutions to meet client-specific objectives. Prepare draft suitability reports for review and discussion. Implement recommendations, prepare suitability reports, and complete application or proposal forms as required. Review client investment portfolios, asset allocations, and risk profiles. Act as a main point of contact for client queries and arrange client meetings. Maintain up-to-date knowledge of product, legislative, and technical changes. Required Skills & Qualifications: Minimum of 2 years' experience in Financial Services as a Paraplanner. Detailed knowledge of compliance and T&C procedures including record keeping. Ability to hold the requisite technical knowledge for the role. Preferred qualifications: Diploma, Advanced Diploma/Chartered Status - CII or equivalent. Benefits: Competitive salary based on experience and qualifications. Death in Service (4x salary). Critical Illness Cover. 21 days holiday plus office closure between Christmas and New Year. Company laptop and free parking. Professional exam funding/support. Potential for hybrid working. To apply for this Senior Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.

An excellent opportunity for a part-qualified Financial Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a senior Planner to build and maintain strong client relationships. Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports. Support administration processes such as onboarding, valuations, and client servicing. Ensure all advice and activity meets compliance and regulatory requirements. Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression. About You Minimum Level 4 qualified (CII Diploma or equivalent). Ambitious to achieve Chartered status. Previous paraplanning experience with strong technical knowledge. Strong communication, organisational, and relationship-building skills. Proficient in Word, Excel, PowerPoint Professional, detail-focused, and proactive with a collaborative approach. Whats on Offer A structured pathway to Chartered status. Opportunity to gain hands-on planning experience alongside senior advisers. Exposure to both technical and client-facing responsibilities. Supportive, professional culture with excellent long-term progression.

Location: Frimley (Hybrid 2-3 days onsite per week) Duration: 12 Month Contract Rate: 53.90 per hour Overview: The individual in this role will manage the PM&C processes of a small project, or a part of a larger, more complex project, (such as a particular work package), or will support a Project Manager or Head of Project with aspects of managing PM&C on a larger project. At this level the incumbent may lead a small team of professional staff (typically up to 5), being responsible for managing their delivery and performance and providing appraisal and support to their development. They will have a level of experience in one or more areas of PM&C practice and be expected to be able to adapt and apply these practices in different circumstances, to develop these practices and to guide and instruct others in their application Key Deliverables include but not limited to: Able to perform advanced project reporting & scheduling. Able to undertake advanced problem solving typically based on previous experience. Have a comprehensive knowledge of Business process and procedures. Administration and general office skills including spreadsheets/ Microsoft packages. Attend on the job training as appropriate. Able to lead the PM&C processes on a small project or a work package of a larger project. Able to manage the PM&C processes on a full project lifecycle to ensure that, over time, the needs of customers/users continue to be met and that financial and other benefits are achieved. Identify, assesses and manages risks to the success of the project. Applies appropriate PM&C methods and tools whether predictive (plan-driven) approaches or adaptive (iterative/agile) approaches. Agrees PM&C approach with stakeholders, and prepares realistic plans (including quality, risk and communications plans) and tracks activities against the project schedule, managing stakeholder involvement as appropriate. Key Skills/Experience: Comprehensive knowledge and understanding of PM&C policies, processes, procedures and systems. Comprehensive PM&C experience demonstrated in a professional capacity and the specialist skills to ensure procedures are followed with the ability to define the standards which the others will operate. Guides others in application of PM&C processes. Comprehensive knowledge and understanding of their project. Comprehensive understanding of one or more PM&C tools techniques and practices. Comprehensive knowledge and understanding of the Business environment for their project. Good knowledge and experience of PM governance and assurance processes such as Integrated Baseline Reviews (IBRs). Typically an Assessor for LCM Reviews. Experience of influencing stakeholders both inside and outside the company. Comprehensive understanding of the wider PM&C environment, and of developments and practices in the field. Comprehensive understanding of own project/s, its markets, customers, strategic priorities and culture. Knowledge acquired through job related training and on the job experience with theoretical and practical skills. Experience of building relationships and negotiating outcomes with internal stakeholders. Gathers and analyses information. Supports development of solutions and of implementation approaches. Extensive knowledge of Primavera P6 Software

Financial Adviser Manager Wakefield £50,000 - £60,000 + car allowance and bonus Team Leadership Business Development Adviser Performance NJR Recruitment is currently working on an exciting opportunity for an experienced and commercially focused Manager of Financial Advisers to join a dynamic and growing wealth management business. In this key role, you will take responsibility for leading, developing, and motivating a team of Wealth Planners, ensuring performance targets and business objectives are consistently achieved - while also contributing to strategic growth and revenue generation. Key Responsibilities: Lead and manage a team of regulated financial advisers, ensuring they meet KPIs and compliance standards Drive business development and revenue growth, supporting advisers in converting opportunities and building client relationships Monitor individual and team performance metrics and conduct regular 1:1s and coaching sessions Provide technical, regulatory, and sales support to help advisers deliver exceptional advice outcomes Work closely with senior leadership to support regional strategy, recruitment, and operational planning Champion a high-performance culture while maintaining strong ethical and client-first values Ensure the team adheres to FCA regulations and internal compliance frameworks Identify training needs and oversee adviser development and competency tracking What We're Looking For: Proven experience managing a team of Financial Advisers in a wealth management or IFA environment Strong understanding of financial planning products, client segmentation, and business development strategies Excellent people management skills with a track record of hitting team KPIs and driving commercial success Confident in performance coaching, leadership reporting, and operational oversight Diploma in Financial Planning (Level 4) required; Chartered or AF qualifications desirable A natural leader with credibility, professionalism, and strong interpersonal skills What's on Offer: Base salary up to £60,000, depending on experience Performance-related bonus structure Opportunity to lead and shape a growing team Strong internal support structure and career development potential Join a well-regarded firm known for quality advice and ethical practice Progression opportunities to Managing Director in time If you're an experienced financial services leader ready to take on a pivotal role in adviser development and team success - we want to hear from you. Apply now or contact NJR Recruitment quoting NJR16090 for a confidential discussion.

Financial Planner - Step Into an Established HNW Client Bank & Uncapped EarningsClients Provided High-Quality Leads Career Progression Holistic, Whole of Market Planning Feeling stuck in your current firm? Recently signed off CAS but not getting the opportunities you deserve? This is your chance to take the next step in your career and hit the ground running with a ready-made HNW client bank and a steady flow of high-quality leads. If you've been advising under supervision and are frustrated by a lack of support, clients, or earning potential, this role will provide everything you need to thrive as a fully-fledged Financial Planner. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Clients Ready & Waiting - Inherit a portfolio of HNW clients from retiring advisersHigh-Value Leads - Warm referrals from professional introducers and digital sources (typical client £500k+)Flex Working - Hybrid model with both office and home-based optionsGenuine Career Progression - Clear path to Chartered status and senior advisory roles Your Role Take over an existing client bank and provide holistic financial advice across investments, pensions, estate planning, and protection. Convert high-quality leads into long-term client relationships. Drive business growth while maintaining the highest ethical and compliance standards. About You Recently signed off CAS or advising under supervision but ready for full independence.Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Proven experience as a Financial Planner, IFA, or Wealth Manager, with strong client-facing skills.Motivated to grow your client book and increase your earnings. If you're ready to take full control of your career, step into an established client base, and be properly rewarded for your work, we'd love to hear from you. Apply now or contact us for a confidential chat.

Our client has a Senior Managers position available covering the north of England whilst working from a Northeast hub. The role holder will have overall responsibility for all certified advisers within the region, monitoring and supporting new business and a wider set of KPI's. Line management, coaching and mentoring is an integral part of the role whilst working with support function e.g. compliance and training. In addition, it's desirable that whilst not targeted the role holder will look after small book of clients, delivering high level financial advice leading by example and creating credibility The candidate will be an experienced Financial Planner who holds the Chartered Financial Planner (or equivalent) status and has an expert understanding of the industry. In addition, coaching, development and line management experience in an IFA environment is mandator Salary is negotiable and will be based on experience and there's an uncapped bonus plus employee benefits

It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

Client Relationship Manager - Wealth Management Location: Hove (Hybrid: 3 days office / 2 days home) Salary: Up to £32,000 + bonus + benefits We're working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office. This is an excellent opportunity for a Financial Planning professional to take ownership of client relationships, support Advisers and Paraplanners, and play a key role in delivering a first-class client experience. The Role: Manage a portfolio of clients, acting as a key point of contact throughout their financial journey Liaise with Advisers, Paraplanners, and Administrators to ensure smooth delivery of advice Prepare meeting packs, process new business, and liaise with product providers and platforms Maintain accurate client data and ensure compliance with KYC/AML requirements Provide mentorship to junior staff and contribute to operational improvements What We're Looking For: Previous experience within an IFA or Wealth Management environment Strong understanding of investments, pensions, and protection products Confident using CRM/back-office systems (Intelliflo, Xplan, or similar) Excellent communication and organisational skills A proactive, client-focused approach and strong attention to detail Package & Benefits: Salary up to £32,000 p.a. Hybrid working - 3 days office / 2 days home Discretionary annual bonus Supportive, collaborative team environment Clear progression opportunities within a growing national firm If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to step up into a more client-facing role, this is an outstanding opportunity to join a firm with a genuine focus on quality and long-term client relationships. Apply today to find out more.

Are you passionate about turning big-picture strategy into real-world impact? Do you thrive when aligning people, processes, and priorities to deliver meaningful change? If so, this role could well be for you! As a Planning & Capacity Manager, you'll be at the heart of the transformation journey. You'll lead on integrated planning and resource optimisation, ensuring that every project - whether a large-scale transformation or incremental improvement - is aligned to the businesses commitments. This is a role where your insight, leadership, and problem-solving skills will directly influence how the company delivers across deliver change across Business Services. What You'll Be Doing Designing and embedding integrated planning models and processes that keep us on track with organisational goals. Balancing the competing demands of change and operations through smart scheduling and capacity planning. Partnering with leaders across the business to forecast needs and allocate resources where they'll make the biggest difference. Leading prioritisation sessions that put members at the centre of our decisions. Turning complex data into meaningful insights and clear recommendations for our senior leadership. Driving continuous improvements in how we plan and deliver. Embedding Project for Web as our go-to tool for resource planning, scheduling, and tracking. What You'll Bring Proven success in enterprise-wide planning and capacity management at a senior level. Expertise with planning tools such as Microsoft Project. A strong understanding of best practices in planning, change delivery, and governance. Experience in designing and delivering MI that supports cross-functional change. A track record of introducing new ways of working that connect teams and improve outcomes. Excellent communication skills, with the confidence to present at C-suite level. A collaborative approach, strong analytical thinking, and the ability to simplify the complex. Please quote 51891 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.