Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion. This role could be ideal for: A Senior Paraplanner seeking a new challenge. A Financial Adviser looking to move into a technical and quality-focused position. You'll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environment Senior Advice Technician Requirements Essential: You must hold minimum Level 4 Diploma in Financial Planning Chartered Financial Planner status or working towards completion. Strong technical knowledge of financial planning and FCA regulations. Experience reviewing complex advice cases and providing feedback. Desirable: Individuals with advanced qualifications and working towards (or holding) Chartered status would be preferred Previous experience as a Senior Paraplanner or Financial Adviser Familiarity with cashflow modelling tools and research systems. The Company Our client is a respected financial services organisation with a strong reputation for delivering high-quality advice and excellent client outcomes. They value technical expertise and offer a collaborative environment where professional development is encouraged. Senior Advice Technician Benefits Competitive salary and benefits package. Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts Support for further professional qualifications and career progression. Flexible working arrangements Hybrid working from Bromsgrove, with remote options reviewed individually. Join a long-standing, experienced team with a strong culture of knowledge sharing. Location Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 15, 2025
Full time
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients. You'll carefully assess each case, ensuring all details are accurate and compliant, and either approve the file or liaise with the Financial Adviser to gather additional information. Regular interaction with advisers is a key part of the role, so you'll need to be confident in your approach and able to communicate clearly and professionally. The work is systematic and detail-oriented, offering variety and the satisfaction of seeing each case through to completion. This role could be ideal for: A Senior Paraplanner seeking a new challenge. A Financial Adviser looking to move into a technical and quality-focused position. You'll join a well-established team where most members have been with the business for many years, reflecting a supportive and stable environment Senior Advice Technician Requirements Essential: You must hold minimum Level 4 Diploma in Financial Planning Chartered Financial Planner status or working towards completion. Strong technical knowledge of financial planning and FCA regulations. Experience reviewing complex advice cases and providing feedback. Desirable: Individuals with advanced qualifications and working towards (or holding) Chartered status would be preferred Previous experience as a Senior Paraplanner or Financial Adviser Familiarity with cashflow modelling tools and research systems. The Company Our client is a respected financial services organisation with a strong reputation for delivering high-quality advice and excellent client outcomes. They value technical expertise and offer a collaborative environment where professional development is encouraged. Senior Advice Technician Benefits Competitive salary and benefits package. Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts Support for further professional qualifications and career progression. Flexible working arrangements Hybrid working from Bromsgrove, with remote options reviewed individually. Join a long-standing, experienced team with a strong culture of knowledge sharing. Location Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details
Dec 14, 2025
Full time
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Dec 14, 2025
Full time
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat
Dec 12, 2025
Full time
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Dec 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Dec 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Dec 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Dec 10, 2025
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI data requested by the management team in a timely fashion as required Other Duties To Proactively suggest improvements for the continuing progression of the team and the Company Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate Skills required Attention to detail Strong technical knowledge of financial services Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients Effective technical and product research using own initiative where appropriate Ability to manage time and your own workload as well as working in a team Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards In depth understanding of compliance within Financial Services Microsoft Office, including, Excel, Word, PowerPoint and Publisher Qualifications Diploma in Financial Services (or working towards equivalent) Knowledge An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours. JBRP1_UKTJ
Dec 10, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI data requested by the management team in a timely fashion as required Other Duties To Proactively suggest improvements for the continuing progression of the team and the Company Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate Skills required Attention to detail Strong technical knowledge of financial services Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients Effective technical and product research using own initiative where appropriate Ability to manage time and your own workload as well as working in a team Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards In depth understanding of compliance within Financial Services Microsoft Office, including, Excel, Word, PowerPoint and Publisher Qualifications Diploma in Financial Services (or working towards equivalent) Knowledge An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours. JBRP1_UKTJ
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 10, 2025
Full time
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 10, 2025
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
A UK-based wealth management firm is seeking a Senior Operations Specialist. This role involves managing day-to-day operations and ensuring exceptional customer experiences. Ideal candidates will have experience in operational roles or as a Paraplanner. Responsibilities include driving team performance, onboarding clients, and ensuring compliance with regulations. Competitive salary of £60k - £70k and potential for career growth.
Dec 09, 2025
Full time
A UK-based wealth management firm is seeking a Senior Operations Specialist. This role involves managing day-to-day operations and ensuring exceptional customer experiences. Ideal candidates will have experience in operational roles or as a Paraplanner. Responsibilities include driving team performance, onboarding clients, and ensuring compliance with regulations. Competitive salary of £60k - £70k and potential for career growth.
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
Dec 09, 2025
Full time
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) + bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Dec 09, 2025
Full time
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) + bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Dec 09, 2025
Full time
Overview An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Responsibilities Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via platforms and tracking progress Preparing bi-annual valuation reports and post-review summaries for clients Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed Maintaining ongoing client communication to keep them informed of progress Qualifications Previous experience within an Independent Financial Adviser (IFA) environment is essential Strong understanding of financial products, platforms, and regulatory requirements High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively Proficient in Microsoft Office and financial systems such as FE Analytics Strong communication skills, both verbal and written A proactive and client-focused approach Benefits Competitive salary up to £32,000 Bonus potential based on performance Hybrid and flexible working options available Free on-site parking Company pension contribution Supportive and collaborative office environment Opportunities for training and career development This is a fantastic opportunity to join a professional team where your experience and contribution will be truly valued. If you're looking to take the next step in your financial services career, we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Cardiff, South Glamorgan
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Dec 09, 2025
Full time
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Dec 08, 2025
Full time
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.
Dec 08, 2025
Full time
Type of Position: Senior IFA Administrator (SJP) - Beckenham, Kent Pay: £30,000 - £38,000 We are looking for an experienced Financial Administrator to join our client's SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including business processing, financial administration, and client liaison. The role will require use of different CRM systems and platforms (including Salesforce This will be an office-based position. Key Responsibilities: Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties, and providing support at client meetings where appropriate Issuing letter of authorities (LOAs) to providers Chasing financial institutions to provide requested information Telephone liaison with Administration Centres and Paraplanners Drafting and proof-reading documents, including client correspondence, presentations, illustrations, etc. Creating and updating client records and our databases with financial and personal data Maintaining and accurately updating the CRM - using it to effectively manage the business workflow Deciphering policy information and inputting into the company CRM On-boarding new clients to our company CRM Preparing client files for review meetings Provide regular status updates to clients regarding the status of transfers, withdrawals, amongst other things Completing illustrations and applications for new business Processing New Business and chasing through to completion Processing Application forms Complete an audit at the end of each case to make sure that all documents are where they are supposed to be Manage the compliance requirements of the business - Ensure new business and client files are fully compliant Maintaining accurate computer records Managing company compliance records Managing the new SJP meeting review process Managing business pipeline Learning to write basic Suitability Letters Assisting with marketing administration Other ad-hoc duties Experience and Qualifications: Previous experience within a Financial Planning role Must have a can-do attitude Must be flexible and adaptable Exceptional attention to detail is paramount Excellent written English, numerate, and analytical Strong organisational skills Ability to use own initiative and multi-task Able to work additional hours when required We are an equal opportunities employer and welcome applications from all suitably qualified persons. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation.
Overview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat click apply for full job details
Dec 08, 2025
Full time
Overview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat click apply for full job details
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners (Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien click apply for full job details
Dec 05, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners (Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien click apply for full job details
