25 jobs found

Paraplanner 30k- 40k DOE Maidstone Mon-Fri- Hybrid Perm My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals. Day to day of the Paraplanner: Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives. Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations. Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances. Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes. Address client queries promptly and provide clarification on technical matters following meetings. Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines. Keep up to date with relevant legislation, FCA guidance, and evolving market developments. Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion. Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations. Assist with audit processes and maintain a strong awareness of risk and regulatory controls. Requirements of the Paraplanner: 45 years' experience as a Paraplanner with complex cases. Level 4 qualification would be desirable. Experience of using a range of different portals. Strong understanding of financial products, tax, pensions and investment strategies. Experience of suitability report content, format and requirements. If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!

Our client in Cardiff is looking for a Client 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 accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.

Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details

An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients. As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance. This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits. You will be responsible for: Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service Serving as a point of contact for clients, handling queries professionally and proactively Maintaining and updating back-office systems and client records Processing new business, applications, transfers and ongoing servicing requests Preparing meeting documentation, valuations and supporting paperwork Liaising with product providers and third parties to obtain required information Drafting suitability reports across a broad range of advice areas Undertaking technical research, including product and fund analysis Carrying out regular file checks and spot checks on team output What we are looking for: Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers Ideally Diploma Level 4 qualified, or actively working towards this qualification Strong technical knowledge of pensions and investment products Experience using financial platforms to generate illustrations and related documentation Confident user of Microsoft Word, Excel and Outlook Thorough understanding of Intelligent Office or similar back-office systems What s on offer: Competitive salary Company pension scheme Free on-site parking This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or wealth management essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

Investment Administrator - Leicester £(phone number removed)K Hybrid - following completion of initial training/induction Why this role? We are currently recruiting for an Investment Administrator, to work within a well-established Chartered firm of Financial Planners. Role Overview To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main Tasks Establishment of investment accounts Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team. Open new accounts by preparing and submitting new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed. Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team. Day to Day Portfolio Management Maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva). Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate. Maintain awareness of the Investment Strategy of the Investment Committee, including the investment products and recommended portfolios. Administer investment decisions and recommendations in accordance with the strategy of the Investment Committee by placing investment deals and transactions including buying, selling and switching, in a timely fashion and using the task management within our CRM, Intelliflo. Keep up to date with the global investment markets, the different contracts and investment funds available and changes in taxation. Communicating with clients (via telephone, email and letter), as well as fellow professionals, e.g., accountants and solicitors. Issue Client Meeting Notes and undertake action points. Invoice clients in accordance with Client Agreements. Produce bespoke documents as and when needed / requested. Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation. Calculations Calculate money weighted return of portfolios for client review packs. Support the Investment Manager with the assessment of the Capitals Gains Tax position, where applicable Perform other sundry calculations. Relationship with other roles Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Work on joint projects or tasks with other members of the Investment Department, Pensions Department or wider business. Some initial and ongoing training and supervision will be conducted by the Compliance Manager. Essential Skills required; Knowledge of the services that the firm provides to clients Knowledge of investments and associated products Good technical knowledge of investments and their use in Financial Planning IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods - phone, letter, e-mail, etc Ability to create and maintain accurate computer-based records Knowledge of Data Protection legislation Ability to work within level of authority and to refer work when appropriate Desirable Experience as an IFA administrator with some investment experience would be an advantage Good, broad, knowledge of Financial Services in general Knowledge of IT systems and programmes relevant to role (Intelliflo, Pershing, Quilter, Aviva, Virtual Cabinet, Adobe, Excel) Knowledge of different investment wrappers (General Investment Account, ISA, Investment Bond, Pension) Knowledge of different investment contracts (Unit Trusts/OEICs, Exchange Traded Funds) Knowledge of different asset types (Equity (UK & Global), Fixed Interest, Property, Commodities) Knowledge of money laundering procedures relevant to role and individual responsibilities in this area Knowledge of other Financial Services legislation relevant to role Pay and Benefits Salary £28,000 to £33,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to considered for this exciting role, please email your cv to (url removed) or contact her on (phone number removed).

IFA Administrator £24,000 - £30,000 Wimborne Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want! This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / IFA administration experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable wealth management environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be articulate, analytical and aspirational, and will be looking for a highly varied and involved support role where they can make a significant contribution to a progressive and ambitious firm while being invested in, valued and rewarded accordingly. Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed). The Company: Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , responsibilities include: Supporting the Financial Planners with delivering an exception financial planning service to clients. Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio. Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching clients existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies. Processing new business application forms, proposals and supporting documentation. Contract administration of all products recommended by the Financial Planner (pensions, ISA s, Investments, Bonds, Protection etc.). Producing management information and recording and updating all client information on the back-office system. General administration and project work, supporting with the development of the firm s standard operating procedures. Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator) , skills and experience required: Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate). Intelligent, ambitious, proactive, embracing of change and keen to learn. A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Professional appearance, confident manner and exceptional communication skills, both verbal and written. Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines. Analytical, excellent administrative and organisational skills and a keen eye for detail. Strong technology and mathematical aptitude, proficient with MS Office. A strong team player who is keen to participate fully in the successful operation of the business. Dawn O Shea is the Recruitment Partner, recruiting the Client Relationship Manager (Financial Planning Assistant, Financial Planning Administrator, Financial Adviser Support, IFA Administrator)- directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Paraplanner Location: Huntingdon Contract: Permanent Salary: 35,000 - 40,000 per annum Start Date: Flexible Contact: (url removed) Hybrid Working Job Description We are recruiting for an experienced Paraplanner to join a professional and client-focused financial planning firm. Reporting to the Office Manager, the Paraplanner will play a key role in delivering a first-class support service to both Advisers and clients. This role requires a proactive individual who can coordinate their workload effectively, provide high-quality paraplanning and administrative support, and contribute positively to the wider business. You will work closely with Advisers to ensure advice is robust, compliant, and aligned to client objectives. Key Responsibilities Analyse client data and use research tools to develop appropriate financial planning solutions. Research whole-of-market products and maintain accurate supporting research records. Interpret information gathered by Advisers during client meetings. Obtain outstanding information required to progress advice or applications. Prepare quotes and illustrations using available tools. Construct suitability letters in line with compliance requirements. Process new business applications efficiently and accurately. Ensure all work is completed in accordance with internal compliance procedures and regulatory requirements. Maintain provider online access and monitor system usage. Maintain awareness of retainer client service levels. Keep up to date with product, legislative, and technical changes. Maintain an accurate Training & Competence (T&C) record. Candidate Criteria Level 4 Diploma in Financial Planning (or equivalent). Proven experience working in a Paraplanner role. Strong understanding of FCA regulations and compliance requirements. Excellent organisational and administrative skills. High attention to detail with strong analytical ability. Professional business manner with a strong client service focus. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Paraplanner £45,000 £55,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role , sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role . The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications Ensuring client files remain compliant on an ongoing basis Keeping up to date with legislative and regulatory developments, including Consumer Duty Adhering to AML, Data Protection, and internal compliance procedures Ensuring client outcomes are fair, transparent, and aligned with best practice Supporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years relevant experience and exposure to working within IFA or financial planning environment Is Diploma qualified in Regulated Financial Planning Experience with Intelligent Office - Highly desired. Knowledge of Quilter and Transact - advantageous Has strong pensions knowledge , with broader technical exposure desirable Has experience producing bespoke suitability reports Demonstrates strong technical understanding and excellent attention to detail Is comfortable working in a technical, behind-the-scenes paraplanning role Is not currently an Adviser and does not wish to progress into an advisory position Has a solid understanding of FCA regulatory standards and compliance obligations Works well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London location Exposure to complex, high-quality technical paraplanning work Competitive salary of £45,000 £55,000 (dependent on experience) Opportunity to continue developing technical expertise in a specialist paraplanning role Rolling recruitment process with interviews taking place as applications are received Friendly and supportive team environment. How to Apply Click apply below to be considered.

Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment. About You This role will suit a candidate who: Has experience working within an IFA or financial planning environment Is working towards or has started Diploma qualifications in Regulated Financial Planning Has strong pensions knowledge (desirable) Demonstrates excellent attention to detail Is highly organised and confident working with technical documentation Has experience with Intelligent Office (advantageous) Has knowledge of platforms such as Quilter or Transact (beneficial) Is committed to developing a long-term career within paraplanning Why Apply? Join a respected Independent Financial Advisory firm in Central London Clear technical development pathway within paraplanning Competitive salary of £35,000 £45,000 (DOE) Supportive and professional working environment Genuine long-term career progression opportunities How to Apply Click apply below to be considered. Applications are being reviewed as they are received.

Trainee Paraplanner (12-Month Fixed Term Contract) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical support team on a 12-month fixed term contract. This is an excellent opportunity for someone with existing experience within an IFA environment who is looking to deepen their technical knowledge and develop within a structured paraplanning function. The role sits firmly within paraplanning and technical research, with no expectation to move into an advisory position. The Role Working alongside Senior Paraplanners and Consultants, you will support the delivery of high-quality, compliant financial planning documentation. Responsibilities will include: Assisting with research and case analysis Supporting the preparation of suitability reports Analysing client information and financial data Preparing review documentation Liaising with providers and compliance Ensuring accurate record keeping in line with FCA standards Supporting ongoing client review processes This role offers exposure to complex cases and structured technical development within a busy and professional IFA environment. About You This role will suit a candidate who: Has previous experience within an IFA or financial planning firm Is working towards Diploma qualification (or part-qualified) Has strong organisational skills and attention to detail Is comfortable working in a technical, behind-the-scenes support role Has knowledge of Intelligent Office (highly desirable) Understands FCA compliance standards Why Apply? Gain further technical exposure within a respected IFA firm Competitive salary of £35,000 £45,000 (DOE) 12-month contract offering valuable experience Friendly and collaborative team environment Excellent opportunity to strengthen paraplanning expertise How to Apply Click apply below to be considered. Interviews will take place on a rolling basis.

If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development. You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service. You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready. Advisor Support Requirements Essential - Recent experience in a financial planning or wealth management administration role Essential - Strong understanding of investments and pensions processes and provider platforms Essential - Confident using CRM and back office systems plus Microsoft Office Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning Desirable - Previous experience supporting Financial Advisers or Paraplanners The Company A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a strong service culture and offers a supportive working environment. Advisor Support Benefits Salary up to 30,000 Hybrid working with around two or three days per week in the office Full time Monday to Friday 25 days holiday plus benefits package including pension, death in service and income protection Health and wellbeing benefits, optional private medical cover and other lifestyle perks Full study support and internal training with a pathway towards paraplanning Location Ideally suited to candidates within commuting distance of an office near Portishead. Potential to consider remote applicants on a case-by-case basis across the South West, South Wales or up to Reading If this Advisor Support job sounds right for you, apply today and we will be in touch. 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

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.

Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much more! Duties include: Preparing recommendation reports and client sign up packs Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business and updating and maintaining the back-office system Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Interpreting information and statistical data Experience and skills desired: Excellent communication skills Excellent eye for detail 2 years experience in a similar role Strong written work Maintain high personal and professional standards. Hybrid working Flexible working Hours Private Medical Insurance Yearly salary reviews Exam support For more details please contact Tegan Walsh at Dynamite Recruitment