Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Jan 09, 2026
Full time
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Our client in Pontyclun is looking for a Client Associate / Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is acc click apply for full job details
Jan 09, 2026
Full time
Our client in Pontyclun is looking for a Client Associate / Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is acc click apply for full job details
Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Paraplanner to join a progressive, independent financial advice business in Wilmslow. This is a remote position. This is a fantastic chance to advance your career within a dynamic organisation that values technical expertise whilst working alongside experienced financial advisers to deliver outstandin click apply for full job details
Jan 09, 2026
Full time
Jo (Mrs H) at Avocet Commercial Careers is delighted to present this exceptional opportunity for a Paraplanner to join a progressive, independent financial advice business in Wilmslow. This is a remote position. This is a fantastic chance to advance your career within a dynamic organisation that values technical expertise whilst working alongside experienced financial advisers to deliver outstandin click apply for full job details
Paraplanner Location:North West Salary: £36,000 - £42,000 (DOE) Type: Permanent An established independent financial planning practice in the Chester area is looking to hire an experienced Paraplanner to support Financial Planners with technical research and report writing. Key Duties Preparing suitability reports for investments, pensions, and protection Conducting fund and product research Preparing illustrations and application paperwork Supporting the advice process and liaising with providers Requirements Level 4 Diploma in Financial Planning Paraplanning experience within an IFA environment Strong technical knowledge of investments and pensions Package £36,000 - £42,000 salary (dependent on experience) Exam support and professional development 25 days holiday plus Bank Holidays Pension and standard benefits Next Steps: Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our Commercial team on (phone number removed). If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website url removed .
Jan 09, 2026
Full time
Paraplanner Location:North West Salary: £36,000 - £42,000 (DOE) Type: Permanent An established independent financial planning practice in the Chester area is looking to hire an experienced Paraplanner to support Financial Planners with technical research and report writing. Key Duties Preparing suitability reports for investments, pensions, and protection Conducting fund and product research Preparing illustrations and application paperwork Supporting the advice process and liaising with providers Requirements Level 4 Diploma in Financial Planning Paraplanning experience within an IFA environment Strong technical knowledge of investments and pensions Package £36,000 - £42,000 salary (dependent on experience) Exam support and professional development 25 days holiday plus Bank Holidays Pension and standard benefits Next Steps: Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our Commercial team on (phone number removed). If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website url removed .
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Jan 09, 2026
Full time
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisors Organising client files for meetings, preparation of va
Jan 09, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisors Organising client files for meetings, preparation of va
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
Jan 09, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Jan 08, 2026
Full time
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Jan 08, 2026
Full time
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Jan 08, 2026
Full time
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jan 08, 2026
Full time
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
Jan 08, 2026
Full time
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
Jan 08, 2026
Full time
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann
Jan 08, 2026
Full time
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann
Jan 08, 2026
Full time
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Jan 08, 2026
Full time
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submis click apply for full job details
Jan 08, 2026
Full time
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submis click apply for full job details
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Pl click apply for full job details
Jan 08, 2026
Full time
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Pl click apply for full job details
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
Jan 08, 2026
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
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
Jan 08, 2026
Full time
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
