333 jobs found

IFA Admin (Level 4) 35,000 - 40,000 + Hybrid (2 Days in Office) + Bonus + Wellness Program + Increasing Holiday With Service + Pension + Flexible Fridays + Time in Lieu + Study Support + Work Life Balance + 2 Days a Week WFH + Progression Trowbridge Are you an IFA Admin with a Level 4, looking to step up into a paraplanning role, in a financial services business which will offer you work life balance, more time at home than in the office, 9-5 hours with a shorter day every other Friday, and increasing holiday with service? On offer is the opportunity to join an IFA working with high net worth clients (+ 400k). The company have typically grown their revenue 25% year on year since their establishment 25 years ago. Your role will involve supporting consultants, preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client, accurately investing client money as per recommendations and evaluating investment portfolios. This role would suit an IFA Admin with a Level 4 In Financial Planning looking to step into a paraplanner role offering work life balance, hybrid working, nice hours and time in lieu. The role Preparing compliant reports / 'Financial Life Plan' reports detailing the consultant's recommendations for the client Investing client money as per recommendations Evaluating investment portfolios. 9-5 Monday - Friday The Person IFA Admin Diploma in Regulated Financial Planning Commutable to Trowbridge, 2 Days a week Reference Number: 20781 Key words: Paraplanner, finance, consultant, dentists, clients, planning. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Job Title: Trainee Paraplanner Location: Manchester City Centre Salary: £30,000 - £36,000 (depending on experience and qualifications) Contract Type: Full-time, Permanent Working Hours: Monday Friday, 9:00am 5:00pm Overview: A well-established and highly respected independent financial planning firm is looking for a proactive and detail-oriented Trainee Paraplanner to join its expanding team. This is a great opportunity for someone looking to build or progress their career within financial services, particularly in a supportive environment with clear opportunities for professional development and exam support. Candidates not yet Level 4 qualified will enter the role as a Junior Trainee Paraplanner , with the expectation to progress upon qualification. The Role: Working closely with Financial Advisers, you will be responsible for investment and product research, producing documentation, and drafting suitability reports in support of client advice. You ll play a key role in ensuring the accuracy, compliance, and clarity of the advice process. Key Responsibilities: Interpret and document client advice based on individual circumstances, objectives, and risk profiles. Conduct product and fund research using tools such as Adviser Asset, FE Analytics, and internal systems. Source pre-sale documentation including illustrations, quotations, and product literature. Draft clear and compliant pre-sale suitability reports and advice letters. Maintain and update suitability report templates. Stay informed on product, regulatory, and legislative developments. Ensure adherence to the FCA s Conduct Rules. Key Skills & Experience: Essential: Minimum GCSE Grade C (or equivalent) in Maths and English. Relevant experience in a similar role within an Independent Financial Adviser (IFA) practice. Strong IT skills, particularly with Microsoft Office (Word, Excel, Outlook). Solid understanding of pensions, investments, and protection products. Familiarity with provider platforms such as Standard Life, AJ Bell, and Aviva. Excellent organisational and communication skills. Strong attention to detail and a process-driven mindset. Ability to interpret complex information and identify gaps or inconsistencies. Willingness to learn and pursue professional qualifications. Desirable: Degree in a relevant field (e.g. Finance, Economics, Accounting, Business). Experience with platforms such as XPlan (Iress), Adviser Asset, or FE Analytics. Currently working toward Level 4 Diploma in Regulated Financial Planning (or commitment to achieve it within 3 years). What s on Offer: A supportive environment with real potential for career progression. Options for professional study support and exam bonuses (up to £100 per exam passed). 8% pension contribution (after 3 months). 3x salary death in service benefit (after 3 months). 1x salary group critical illness cover (after 12 months). 24 days holiday plus bank holidays. Office closure over the Christmas period without using annual leave.

Social network you want to login/join with: Senior IFA Administrator / Trainee Paraplanner, Glasgow Client: Location: Glasgow, United Kingdom Job Category: Other - EU work permit required: Yes Job Reference: 405896e0b7d4 Job Views: 7 Posted: 04.06.2025 Expiry Date: 19.07.2025 Job Description: My client is a highly reputable and well-regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties will include day-to-day administration such as processing applications, chasing outstanding information, dealing with external companies, and assisting the Paraplanner closely. You will also be responsible for the day-to-day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back-office systems, commission and fee reconciliations, and inputting client data onto Standard Life and Old Mutual platforms. Ideally, you will already have financial exams passed, and you will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. You will have experience of the above and be a quick-thinking and dynamic individual able and confident to work on the front face of the business and able to manage high workloads, prioritize, and multitask to an excellent standard. In return, you will be given a rare role to be a valued part of the practice and also have a competitive basic and all-round package. The team is warm, and it is a friendly yet professional office to work with.

My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a Financial Planning Administrator to join the team. You will mainly support the team of financial planners by: Preparing valuation reports Maintaining internal databases Processing new business Handling internal and client queries Navigating and transacting on financial providers' websites to obtain policy information You will work alongside other administrative staff and paraplanners. To be considered, you must have an understanding of the market and compliance requirements, manage your time effectively, and be highly organized. A commitment to personal development and enhancing your technical skills is essential. Excellent systems and IT knowledge are important, ideally with Adviser Office and standard wrap platforms. Candidates currently working within a financial planning team, supporting advisers in similar duties within an IFA practice, are preferred. Industry-relevant exams are desirable but not essential. The company values developing their staff and fostering a positive culture. In return, you will receive a competitive salary, benefits, and bonuses, with opportunities for progression. They invest in training and support your professional development, including assistance with exams. To be considered for this opportunity, please upload your CV as soon as possible to discuss further with Alison Curran.

My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients. Responsibilities Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients Developing and maintaining a good working relationship with financial institutions Maintaining and developing knowledge in all areas of financial planning Attending client meetings Achieving personal targets set by department Maintaining a good working relationship with existing clients Research - products, investment solutions and financial planning strategies Report writing - production of compliant reports/suitability letters Develop client bank for both existing and new clients (if applicable) Ensure all business is conducted in an ethical and compliant manner Skills required Research & reporting skills Co-ordination skills Financial planning technical skills. Organisation and prioritisation skills Communication skills Time Management skills Interpersonal skills Qualifications and experience Financial Planning Certificate Diploma required (or working towards) Minimum of 3 years experience in similar environment Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events

IFA Client Service Executive BCR/AK/31740 Competitive salary (above 30K) Bromsgrove Bell Cornwall Recruitment has supported this client with recruitment for many years, and knows them to be a successful business experiencing steady and sustained growth across a number of years. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the IFA Client Service Executive position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services. The role: Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to Communication with providers and third parties, utilising investment platforms Administrative support to IFAs ad Paraplanners Maintain client records and data accurately The ideal IFA Client Service Executive will have: Experience in financial services/ wealth management (must have) Understanding of multiple financial products such as pensions, investments and protection Experience with multiple investment platforms (highly desirable) Excellent communication skills and ability to build relationships with clients and colleagues Ability to commute to office in Bromsgrove- not well suied to a non-driver Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Senior Paraplanner Meriden Office (CV7) Up to £45,000 Hybrid Working Professional Development Our partner is a thriving, independent financial planning firm, part of a wider group, known for being client-focused and growth-oriented. They re looking for a Senior Paraplanner to join their expanding team in Meriden. If you re a Diploma-qualified paraplanner and ready to step up, take on more responsibility, and work alongside expert Financial Planners on a variety of technical cases, this could be the perfect next move. What s on offer: Competitive salary up to £45,000 (depending on experience) 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5 Support to progress professional qualifications Hybrid working: up to 2 days remote per week Standard working hours: Mon Fri, 9am 5pm with 1-hour lunch What you ll do: Deliver high-quality paraplanning support to Financial Planners Prepare detailed, accurate suitability reports and conduct in-depth research & analysis Liaise with clients and providers to maintain outstanding service levels Handle complex technical queries and planning cases Mentor junior team members and contribute to process improvements What you ll need: Minimum 3-4 years paraplanning experience Level 4 Diploma (essential), ideally progressing towards Chartered status Strong technical knowledge across pensions, investments, and protection Exceptional attention to detail and the ability to explain complex advice clearly Why join? You ll become part of a firm that values long-term client relationships and invests in its people. Here, you ll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.

Paraplanner £40,000 DOE Midlands OR North West Based 4 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.

Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. You'll need to be in the office 2 days per week but you'll work from home the rest of the time. You can even apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.

Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. You'll need to be in the office 2 days per week but you'll work from home the rest of the time. You can even apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.

Paraplanner Location: Harrogate Hybrid working - 3 days office, 2 days WFH. Salary 40k to 45k DOE, plus discretionary bonus and benefits. A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain-from financial planning and investment management to platform, trading, settlement, and custody services. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment. Role Overview: The Paraplanner will provide technical support to a team of advisers, ensuring clients receive a positive professional experience. This includes report writing support, production of suitability reports based on client needs, and assisting the Paraplanning team in maintaining up-to-date report templates and models. Paraplanner Job Responsibilities: Assist in the provision of fully compliant, potentially complex reports, including analysis, research, and product recommendations for presentation to clients. Conduct research for asset allocation on clients' existing portfolios, quantifying and analysing existing investments. Obtain valuations, quotations, and complete supporting application documentation. Provide advice within a strict ethical and compliance framework under the guidance of the Compliance Manager and internal policies and procedures. Manage own workload and provide updates to the line manager. Commit to continuous personal development and retain supporting records. Perform any other duties as may reasonably be required. Adhere to Consumer Duty outcomes. Job Requirements: Minimum Level 4 Diploma Qualified Paraplanner, ideally with 2+ years of experience in a similar role. Experience in writing and compiling very technical suitability reports, coupled with solid research experience. Career-focused Paraplanner. Experience with pension switching and transfer products is highly beneficial. Cashflow forecasting experience is advantageous. Excellent organizational skills and attention to detail. Strong communication skills and the ability to collaborate effectively with internal and external stakeholders. Self-motivated with the ability to work independently and manage multiple priorities. Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Associate Employee Benefits Consultant We are excited to be partnering with a leading employee benefits consultancy that is seeking an Associate Consultant to join their dynamic SME team. Key Responsibilities: Manage and nurture a portfolio of existing SME clients Identify and pursue opportunities for up-selling and cross-selling across the business Provide ongoing support to clients, particularly during renewal periods Required Skills & Experience: Previous experience in the insurance and/or financial services industry Strong communication skills, with the ability to engage effectively with both internal teams and external stakeholders If this position is of interest, do reach out to discuss further. Please quote 51689 when calling Collette Cardy at Alexander Lloyd or email them at (url removed). 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.

Key Responsibilities As a Senior Consultant, your focus will be on driving growth and innovation through the benefits technology solutions. Your responsibilities will include: Identifying and developing new business opportunities and lead generation channels specifically related to benefits technology. Leading and managing the response process for new business tenders and opportunities. Educating prospective clients on benefits technology offering and demonstrating its value. Supporting the development of our Employee Benefits Consulting (EBC) proposition, with an emphasis on technology-led revenue growth. Collaborating across teams to promote and support cross-selling of our broader EB services. About You We're seeking a results-oriented professional who combines strategic thinking with strong technical expertise. Ideally, you will have: Proven commercial acumen and a track record of identifying and delivering on growth opportunities. In-depth knowledge of benefits technology and its applications in employee benefits consulting. A solid understanding of regulatory frameworks and best practices in technology-driven sales. A relevant qualification in pensions or investments (such as APMI, CFA, CFP, or IMC) - desirable but not essential. In Return: Work with an excellent team of Benefits professionals at an exciting time of growth and expansion Join a firm investing heavily in the Benefits Technology platform they offer and with excellent Sales Leads and Prospects readily available Good salary and excellent Bonus and benefits package (Bespoke for candidates) Please quote 51684 when calling Sarah at Alexander Lloyd or email them at (url removed). 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 (url removed) for any other roles which may be of interest.

Investment Accounts Executive Leicester (our ref AL1351) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing or financial services administration is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. The role Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment Accounts Day to Day Portfolio Management Calculations Liaison, Communications & Record Keeping Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities Educated to A level standard (or equivalent) as a minimum A minimum of 2 years experience in investment client servicing or financial services administration role Knowledge of the services that the firm provides to clients and of investments and associated products IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). Discretionary bonus Based on business performance. Life assurance - 2 x salary. Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. Health cash plan scheme Includes support towards everyday health care costs, access to a discount s portal and Employee Assistance Programme. Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. Professional qualifications Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition Regular staff updates and company events. Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

We're working with a well-established financial planning firm in Durham seeking a Paraplanner to support their team of advisers in delivering high-quality, client-focused financial advice. The role is best suited to someone with experience in the sector, however all levels of experience will be considered. What You'll Do: Prepare detailed and compliant suitability reports and recommendations Conduct research and analysis on a wide range of financial products Collaborate closely with Financial Advisers and Administrators Support the advice process from initial fact-find through to implementation What We re Looking For: Experience working as a financial administrator or paraplanner in a financial planning or wealth management firm Diploma in Financial Planning (or working towards it) Strong technical knowledge and understanding of financial planning solutions Excellent communication and report writing skills What You ll Get: Competitive salary based on experience Hybrid working model flexibility to work from home and the Durham office 25 days holiday plus bank holidays Clear progression path with support for further qualifications and development Collaborative, supportive team culture with regular events

Entry Level Paraplanner 28,000 per annum + Bonus Colchester, Essex Monday-Friday, 9am-5pm MUST drive due to the location of the business Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Paraplanner to join my clients' small team in the outskirts of Colchester! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you! Key Responsibilities As an Entry Level Paraplanner, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include: Conducting thorough research on Pension, Investment, and Protection options Preparing Discussion Documents for Financial Adviser Meetings Managing the Pre-Submission Process efficiently Crafting detailed Suitability Reports Arranging the Advisor's diary and arranging annual reviews Running the Advisor back-office system Welcoming clients and ensuring a positive experience during Adviser meetings Point of contact for the clients on behalf of the Advisor Ideal Skills To thrive in this role, you should possess: The ability to work under pressure and remain composed A fast-learning ability to adapt to the vibrant environment Meticulous attention to detail to ensure accuracy in all tasks Strong problem-solving skills to tackle challenges head-on Excellent time management skills to meet deadlines Comfortable with numbers, as you will be working with financial data regularly A genuine desire to learn, develop, and progress within the Financial Services sector Qualifications We're looking for candidates who meet the following criteria: A or B in GCSE Maths is essential Strong A Levels or a graduate CII Financial Adviser Exam or exams are ideal, but not mandatory What my client offers You will benefit from: Opportunities for professional development and progression including sponsorship for financial services related qualifications A supportive and friendly team environment A comprehensive benefits package, including pension plans Pay rises for each financial services related exam passed If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you! Apply Now! Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner! Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Description: Mortgage Paraplanner / Mortgage Administrator A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator / Para planner to join their flourishing and expanding team in their new offices, in order to support this exciting period of company growth. The successful applicant will cover the administration of several Mortgage Brokers. Two different salary bands are on offer depending on whether the successful applicant comes on board as a Mortgage Administrator or as a more experienced Paraplanner. The salary will depend on the candidates overall experience and exposure to the full mortgage sales process. Mortgage Paraplanner / Mortgage Administrator - Skills Required: Previous Mortgage Administration experience is essential for this role Proficiency in MS Office, Word, Excel and Outlook Superior organisational skills and dedication to completing projects in a timely manner Excellent communication skills Professional and reliable High level of attention to detail Mortgage Paraplanner / Mortgage Administrator - Duties: Building client profiles within the CRM Completing and submitting decision in principles Completing and submitting full mortgage applications Completing and submitting insurance related applications Liaising with clients to collate documents and other information required for a full mortgage application Chasing lenders, providers, solicitors, estate agents and other third parties to ensure each case completes as swiftly and smoothly as possible Ensuring the broker submissions are compliant Experience dealing with the protection side of the business; medical questionnaires, GP reports, etc is preferential and would be a distinct advantage Mortgage Paraplanner / Mortgage Administrator - The Package: £30,000 - £40,000 Basic Salary Plus discretionary bonuses 5 day working week (Monday - Friday) Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.

Senior IFA Admin (Progression to Paraplanner) 34,000 - 36,000 + Progression + Training + Study Support + Company Bonus + Company Benefits Manchester Are you a Senior IFA Admin looking to progress to a Paraplanner, where you will provided extensive internal training and mentoring on report writing and more, alongside study support, in a firm known for investing in their staff? On offer is the opportunity to join a well-established and tight-knit Independent Financial Advisors company bonuses, a great pension scheme along with ongoing opportunities to advance your career. In this role you will be working in a smaller team of 2, with there being a larger team of 14 admins in total. You will play an integral role in supporting advisors, carrying out suitability report writing, assisting in interpreting and communicating advice based on circumstances. This company are a growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. This role would suit a Senior IFA Admin looking to take the next step up in their career in a firm that will support your growth. The Role Carrying out report writing Working closely with Advisors to provide the best advice Full internal training provided Study Support Monday - Friday, 9am - 5pm The Person Senior IFA Admin or similar Reference Number: BBBH20518 IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.