My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will: Be the point of contact for company, client and third-party queries when dealing with new and existing business. Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required. Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients. Process online fund switches and manage through to completion. Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required. Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management. Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances. Diary management for Advisers. Ensure all documentation is scanned to paperless system and all emails are saved to the client records. Liaise with external parties regarding any queries (insurance companies etc.). Manage own workload. Prepare meeting packs for advisers We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage. This role is for a 9-Month Maternity cover contract.
Mar 13, 2026
Seasonal
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible for providing full administrative support to a team of Financial Planners / Advisers. Specifically you will: Be the point of contact for company, client and third-party queries when dealing with new and existing business. Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required. Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients. Process online fund switches and manage through to completion. Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required. Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management. Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances. Diary management for Advisers. Ensure all documentation is scanned to paperless system and all emails are saved to the client records. Liaise with external parties regarding any queries (insurance companies etc.). Manage own workload. Prepare meeting packs for advisers We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First. Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage. If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage. This role is for a 9-Month Maternity cover contract.
My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and preparing compliant plans for client which verify any recommendations made and that are in line with the companies Investment philosophy. Specifically you'll: Prepare fully compliant reports for Financial Planners clients Carry out all Fund purchases in line with company procedures Conduct Annual reviews in accordance with SLA's Create and maintain a "Best Product" panel to be used in the recommendation process Create and maintain the Report Writing / Standard wording libraries Participate in regular one to one's with clients Maintaining Regulatory and Compliance at all times We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage. You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term.
Mar 13, 2026
Full time
My client is a Nationwide Independent Financial Advisory firm, providing Financial Planning and Wealth Advice to both businesses and individuals across the UK. We urgently are seeking an experienced Paraplanner to be working from the Harrogate offices, specifically providing assistance to the Financial Planners of the business on reviewing, analysing and preparing compliant plans for client which verify any recommendations made and that are in line with the companies Investment philosophy. Specifically you'll: Prepare fully compliant reports for Financial Planners clients Carry out all Fund purchases in line with company procedures Conduct Annual reviews in accordance with SLA's Create and maintain a "Best Product" panel to be used in the recommendation process Create and maintain the Report Writing / Standard wording libraries Participate in regular one to one's with clients Maintaining Regulatory and Compliance at all times We are ideally seeking a candidate who is either FPC or Level 4 Diploma qualified (or very close to qualification) with around 2-3+ years extensive experience of Paraplanning, both Research and Report Writing. It would be to your advantage if you have been in a position which allows direct contact with clients, as this will be the case in this position. Any experience with industry standard tools such as FE Analytics, Adviser Office would also be to your advantage. You are rewarded with a great salary and strong benefits package, along with the opportunity to progress within the firm in the longer-term.
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Mar 13, 2026
Full time
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Mar 02, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Mar 02, 2026
Full time
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Mar 02, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
