290 jobs found

Financial Administrator - Route to Administration Manager (Wealth Management) St Albans £30,000 - £35,000 (DOE) Hybrid Working Available A successful St. James's Place Practice based in St Albans is looking to recruit a Financial Administrator to join their growing wealth management team. This is an excellent opportunity for an experienced IFA/wealth administration professional who is looking to develop their career with a clear pathway toward an Operations Manager role over time. Working within a supportive and professional environment, you will play a key role in supporting advisers and ensuring the smooth running of the client service and operational processes. Key Responsibilities Processing new business , fund switches , withdrawals , and ongoing policy servicing across major providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter. Maintaining accurate client records using back-office systems such as Xplan (training provided). Supporting advisers with client valuations, reports and compliance administration . Liaising with clients and providers to ensure a high standard of service and efficient processing of requests. Assisting with the improvement of internal processes as the practice continues to grow. Requirements Minimum 2 years' experience in an IFA or wealth management administration role. Confident using provider platforms and CRM/back-office systems. Knowledge of tools such as FE Analytics, Defaqto or Cashcalc would be advantageous (training available). Benefits Salary: £30,000 - £35,000 (depending on experience) Hybrid working available after initial training period Full exam support for Chartered Insurance Institute qualifications up to Level 4 Diploma For further information or to apply, please contact Sam at Financial Divisions.

Financial Planning Administrator Gloucester, hybrid working Following another year of exceptional growth, this award-winning financial planning firm is looking to expand its team with an additional Financial Planning Administrator. You'll be joining a highly successful, well-established business with a collaborative back-office and operations team already in place. The culture is genuinely friendly, social, and supportive, making it an excellent environment for someone looking to build a long-term career in financial planning. This is a fantastic opportunity to develop your career, with full support toward professional qualifications and clear progression routes into paraplanning or advisory roles. Your Day to Day: Providing admin support to Financial Planners Liaising with clients and providers to manage queries and processes efficiently Assisting with new business submissions, valuations, and ongoing servicing Supporting the wider team to ensure a smooth client journey Benefits: Salary - £30,000 (negotiable) Hybrid working model Flexible benefits package Birthday day off Casual office dress code Private medical insurance Electric car scheme Group income protection, critical illness & life insurance Death in Service (DIS) Full exam support (materials + costs covered) Clear progression into paraplanning or advisory roles To be considered for this IFA Admin position: Previous experience within financial planning (pensions & investments) Strong communication skills across phone, email, and face-to-face Experience liaising with providers and clients A proactive and team-oriented approach If you're looking to join a company that genuinely invests in your development and offers long-term career progression, this could be the perfect next step. Apply today to be considered. Know someone suitable? Refer them to us and receive £200 if we help them secure a new role.

Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £55,000 (depending on experience) This is a firm with purpose, heart and ambition-and paraplanners are truly valued as technical experts. The role You'll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You'll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work. What's on offer Salary up to £55,000 (DOE) 25 days holiday + option to buy 5 more 2 days WFH after probation 1 paid community involvement day per year Free on-site parking Pod structure with dedicated admin support Full study and progression support (including Chartered) Values-led culture with real purpose and community impact About the company We're working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people's lives. Their culture is built on values of authenticity, warmheartedness and integrity -they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners , offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes , raising significant funds for: Community projects Financial education initiatives Local nature and environmental programmes Key responsibilities Write high-quality, independent suitability reports Conduct whole-of-market product and fund research Undertake complex client analysis, including: CGT assessments IHT evaluations Support advisers in designing and delivering financial plans Prepare and structure annual reviews Interpret legislation and ensure compliance What this role requires Strong paraplanning experience with a solid understanding of the advice process Diploma qualified (or equivalent) Ambition to achieve Chartered status (fully supported) Excellent attention to detail and analytical ability Proactive team player who enjoys collaboration If this role and company align with what you are looking for, please apply!

Benefits: Pension, attractive benefits package, 25 days holiday + bank holidays My client is a Chartered independent wealth planning firm with multiple offices across Kent. I have personally met the team and successfully placed seven staff members with them. They provide whole-of-market financial advice to high-net-worth retirees, accumulators, families, and SME owners across Kent, Sussex, and London. The firm currently supports around 2,000 clients and manages over £500m in assets, with individual portfolios ranging from £150,000 to £20m. Advisers deliver comprehensive advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and specialist areas such as VCT and EIS schemes. They benefit from longstanding relationships with accountancy and legal firms, providing a steady stream of referrals. Importantly, advisers are not driven by aggressive targets, reflecting the firm's strong commitment to delivering the best possible client outcomes. The business has received numerous industry awards and is actively involved in local community initiatives and charitable causes. Client satisfaction is at the heart of their philosophy, resulting in exceptional retention rates, with some client relationships spanning more than 20 years. Their support structure includes an experienced, collaborative team of Administrators and Paraplanners across two offices, with a strong focus on professional development through CPD and industry qualifications. Due to continued growth, the Managing Director is creating a brand-new opportunity for an experienced IFA Administrator with at least three years' experience within an independent financial planning environment. A strong understanding of the full end-to-end administration process is essential. You will work as part of a pooled administration team, supporting advisers alongside an experienced paraplanning function. Experience with Intelligent Office is highly desirable, as is familiarity with platforms such as Novia, Fidelity, Transact, and Aviva. If this opportunity is of interest, or if you would like to discuss other roles I am currently working on, please contact Sam at Financial Divisions.

Experienced Paraplanner Location: Edinburgh or Stirling - Hybrid or Remote options available Basic Salary: Up to £50,000 Hours: 9am - 5pm, Mon - Fri About our clients and the role: Swarm recruitment is pleased to be supporting a well-established financial planning practice who deliver high-quality and bespoke wealth management services to individuals, professionals and business owners. Offering comprehensive services to help clients build, grow, protect and preserve wealth, with a strong emphasis on long-term relationships and high-quality, personalised financial planning. Joining an established paraplanning team, you will provide high-quality technical support throughout the advice process, including detailed research and analysis across a broad range of financial planning solutions. Working closely with advisers and administrators, the position ensures that all business is processed accurately and in line with regulatory requirements, with CRM and back-office systems kept fully up to date. Responding to technical queries and producing clear, well-structured client reports that reflect a deep understanding of client needs, contributing to the delivery of first-class service aligned to clients' financial objectives. Salary & Benefits: £38,000 - £50,000 (depending on experience and qualifications) Hybrid or remote working after initial training period 25 days holiday plus bank holidays - rising to 30 days holiday plus bank holidays with length of service Discretionary bonus scheme Discretionary annual pay reviews Group Pension scheme - 5% Private Medical Insurance Group life cover 4x salary Group Critical Illness Cover 4x salary Income Protection Responsibilities: Analyse client requirements and produce clear, accurate suitability and advice reports Prepare and update cash-flow models, client review documentation, and supporting analysis Work across a broad range of financial planning areas, including investments, retirement, tax, and estate planning Assess investment performance and provide technical and analytical support to advisers Provide comprehensive paraplanning support to advisers and the wider practice, responding to technical queries as required Maintain high standards of documentation quality and ensure all client business is processed accurately, compliantly, and on time Maintain awareness of, and act in accordance with, all relevant compliance and regulatory obligations Liaise with advisers, administrators, and product providers to progress cases efficiently and to completion Confidently use financial planning and research software, including cash-flow modelling and analytics tools (e.g. Voyant, Analytics) The successful candidate will be required to undergo standard financial and identity checks. Skills and experience: 3+ years' experience within a paraplanning role and supporting IFA's CII Level 4 DipPFS qualification or similar an advantage, however not essential if experience can be evidenced Organised & methodical Strong analytical and numerical skills with the ability to analyse financial data and performance metrics Excellent attention to detail and high standards of accuracy Ability to prioritise and work to deadlines Excellent communication skills - written and verbal Thrive working as part of a team Strong IT skills - MS Office - Word, Excel and Outlook Adaptable, responding positively to change and embracing new practices or values to accomplish goals and problem solve By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Benefits: Pension scheme, attractive benefits package Holiday: 25 days annual leave + bank holidays My client is a Chartered independent wealth planning firm with multiple offices across Kent. I have personally met the team and successfully placed nine members of staff with them. They provide whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. The firm currently manages c.2,000 clients with over £600m AUM, advising on portfolios ranging from £150k to £20m. Advisers provide holistic advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and more specialist areas such as VCT and EIS schemes. The business benefits from longstanding relationships with accountancy and solicitor firms who regularly refer clients. Importantly, advisers are not driven by sales targets; the firm's culture is centred on delivering high-quality advice and service rather than focusing solely on AUM growth. The support function consists of an experienced, pooled team of Administrators and Paraplanners across two offices. Staff are actively encouraged to progress and develop through ongoing CPD and support with professional qualifications. Due to continued growth, the Managing Director is creating brand-new opportunities for experienced IFA Administrators with a minimum of three years' solid experience within an independent financial planning practice. A strong understanding of the full end-to-end administration process is essential. You will work within a collaborative pooled team of junior and senior administrators, alongside an established paraplanning team. Experience with Intelligent Office is highly desirable, as is familiarity with platforms such as Novia, Fidelity, Transact, and Aviva. If this opportunity is of interest - or you would like to hear about other roles I am currently recruiting for - please get in touch with Sam at Financial Divisions.

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as a Financial Services administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

SJP Wealth Management, Harrow, Northwest London Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions

IFA Support Administrator - Devizes (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider follow-ups Preparing annual review documentation and implementation packs Maintaining CRM records and workflow processes Ensuring the adviser's time is focused on client advice rather than administration About You We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly. Ideally you will have: 4-8+ years' experience within an IFA or financial planning firm Strong knowledge of platforms such as Transact, AJ Bell or Quilter Experience managing multiple providers and product types Excellent organisation skills and strong attention to detail A proactive mindset and the ability to anticipate adviser needs

About the Opportunity We are working in partnership with a respected independent financial planning firm in the North East to recruit a Paraplanner. This is a fantastic opportunity for someone who truly enjoys providing administrative and paraplanning support and is looking to build a long-term career within a supportive and professional environment. The Role As a Paraplanner, you will play a key role in supporting the advisers by delivering high-quality technical work and ensuring compliance standards are met. This is a fully office-based position, ideal for individuals who thrive in a collaborative setting. Key Responsibilities: Preparing detailed and compliant suitability reports and recommendations. Conducting research and analysis across pensions, investments, and protection products. Assisting advisers with technical queries and maintaining accurate client records. Liaising with providers and clients to ensure smooth implementation of advice. What We're Looking For Previous experience as a Paraplanner or Administrator within an IFA or independent firm. Strong technical knowledge of financial planning, including pensions, investments, and tax considerations. Excellent attention to detail and ability to work to deadlines. Diploma in Financial Planning (Level 4) or working towards it. What's on Offer Competitive salary (dependent on experience). 25 days holiday + bank holidays. Fully office-based role in a friendly, professional team. Long-term career opportunity with a respected independent firm. Interested? If you're an experienced Paraplanner looking for stability and a role you can enjoy for the long term, we'd love to hear from you. Apply today or contact us for a confidential discussion.

Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into a senior-level Executive PA job supporting a busy Financial Adviser? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business. In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser's ability to deliver exceptional client service. Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser's workload, priorities and communications run smoothly. This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position. Executive PA Requirements • You must have a minimum 2 years Financial Services experience with IFA admin background • You should have experience preparing valuations, cashflow inputs and fund switch reports • You should have a strong understanding of IFA processes and FCA compliance • You should have new business processing experience (investments, pensions, protection) • Strong MS Office skills • ideally you should have experience using Curo • Experience handling death claims The Company You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members. Executive PA Benefits • Salary up to £35k • Full time office based role • Supportive team culture with long-term career potential • Opportunity to work directly with a Senior Adviser in a trusted position Location Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance. If this sounds like the next step you are looking for, we would love to receive your application. 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

Overview My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Experience / Qualifications Previous experience in an IFA environment is essential. How to apply For more information please contact Graeme Hyland on or email Additional information Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Chartered Senior Paraplanner - London (Hybrid) Reference: 10248 Salary: Up to £65,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base (typically £900k - £1m per client), supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.

A well-respected, growing and established financial planning organisation with multiple offices across the South West is seeking an experienced Independent Financial Adviser (IFA) to join their expanding team. This is an excellent opportunity to join a highly regarded firm with a strong reputation for delivering holistic financial planning to a loyal and growing client base. The business places real emphasis on long-term relationships, high-quality advice and providing a supportive, collaborative working environment for its advisers. The Opportunity You will inherit an established portfolio of AUM of c.£30m providing a strong foundation from day one. The focus of the role will be on delivering a high level of ongoing service to maintain and strengthen client relationships, ensuring excellent retention. There will also be opportunities to grow the client bank organically through referrals, by building trust and identifying additional planning needs within your existing portfolio. This is a client-facing role involving regular travel to meet clients at their homes or offices. Importantly, there is no requirement to bring an existing client bank. Key Responsibilities Provide holistic financial planning advice to an existing portfolio of clients Build and maintain long-term client relationships Conduct regular client reviews and identify planning opportunities Work closely with paraplanners and administrators to deliver a high-quality service Generate new business opportunities through referrals and existing relationships Ensure all advice is compliant with FCA regulations About You Diploma qualified (Level 4) as a minimum (or working towards) Proven experience as a Financial Adviser/IFA Strong relationship management and communication skills Client-focused approach with a passion for delivering high-quality advice Organised, professional and able to manage your own workload effectively What's on Offer Basic salary up to £60,000 Established client bank provided (c.£30m AUM) Supportive, collaborative team environment Clear long-term career progression within a growing business This is a fantastic opportunity for an adviser looking to join a forward-thinking firm where they can inherit clients, develop professionally and be part of a business with ambitious growth plans across the South West. If you're looking for a role where you can focus on delivering excellent advice within a supportive environment, we would be keen to hear from you.

Client Account Manager / Administrator / Financial Services Administrator / £40k - £44k OTE / London Some firms say client service matters. This role is where that actually gets delivered. I'm recruiting for a financial planning business looking for a Client Account Manager / Administrator who can keep the wheels turning across reviews, new business, provider chasing, and day-to-day client support. You'll need to know your way around financial planning admin already. This is not an entry-level role. What you'll do: Prepare review packs Manage LOAs Chase providers Process pensions, investments and protection business Keep CRM records accurate Support advisers and help keep client work moving What you'll need: Experience in an IFA, wealth management or financial planning firm Confidence handling end-to-end admin processes Strong organisation and follow-up Good working knowledge of pensions and investments A calm, professional approach with clients and providers Proper attention to detail What you'll get: Bonus Increased pension contribution PMI+IP+CIP 25 days holiday plus bank holidays Option to buy 5 more days This suits someone who takes pride in getting the detail right and likes being the person people rely on.

We are seeking a Client Relationship Manager / Administrator to join our clients' independent financial advice firm. This role is ideal for someone who thrives in a client-focused environment and is eager to develop a long-term career in financial services. You will play a pivotal role in onboarding new clients, providing exceptional client support, and assisting Financial Advisors with administrative tasks. This is not just an administrative role-it's a stepping stone to becoming a Paraplanner and, ultimately, a Financial Advisor. If you are ambitious, detail-oriented, and passionate about building strong client relationships, this opportunity offers the training, mentorship, and career progression to help you achieve your professional goals. Key Responsibilities Client Onboarding: Manage the seamless onboarding of new clients, ensuring all documentation is completed accurately and efficiently. Client Support: Act as the first point of contact for client queries, providing professional and timely responses to enhance client satisfaction. Advisor Support: Assist Financial Advisors with administrative tasks, including preparing client reports, maintaining records, and coordinating meetings. Compliance & Accuracy: Ensure all client files and records are maintained in compliance with regulatory standards. Career Development: Take advantage of structured training and mentorship to progress into a Paraplanner role, with the long-term potential to qualify as a Financial Advisor. What We're Looking For Experience: Previous experience in financial services, client support, or administration. Skills: Strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently. Communication: Excellent verbal and written communication skills, with a focus on delivering outstanding client service. Mindset: A proactive, can-do attitude with a willingness to learn and grow within the financial advice sector. Qualifications: While no specific qualifications are required to start, we will support you in achieving industry-recognised certifications as you progress. Why Join? Career Progression: A clear pathway to develop from Client Relationship Manager to Paraplanner and ultimately Financial Advisor, with full support and training provided. Supportive Environment: Work alongside experienced professionals who are committed to your growth and success. Client Impact: Play a key role in helping clients achieve their financial goals, making a real difference in their lives. Benefits: Competitive salary and a collaborative, inclusive workplace culture. Ready to Take the Next Step? If you're looking for a role that offers meaningful work, career development, and the opportunity to grow within a respected independent financial advice firm, we'd love to hear from you. Apply today and start your journey toward a rewarding career in financial advice!

2 x File Checkers (hybrid role, mix of office based and WFH) £40k - £60k basic salary plus bonuses Chartered IFA firm with offices across Kent My client are a Chartered independent wealth planning firm in Kent who I have met and placed 10+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business has £600m AUM. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is seeking 2 x experienced File Checkers who are diploma qualified. The business is ramping up its operations and admin/paraplanning teams due to a large influx of new business via recommendation and referral and they need to bolster their File Checking team. You typical duties will include: Suitability & Compliance Review: Assessing files against FCA regulations to ensure recommendations match client objectives and risk profiles. Detailed File Examination: Reviewing documentation, including fact-finds, suitability reports, and anti-money laundering checks, to identify gaps, risks, or breaches. Feedback & Coaching: Providing clear, constructive feedback to advisers and paraplanners to address errors and improve future Advice Quality (AQ). Reporting & MI: Producing reports on file reviews, identifying trends, and recording outcomes for Management Information (MI) to highlight training needs. Risk Mitigation: Identifying and escalating potential regulatory risks or poor customer outcomes to the Compliance Manager. Remediation & Accuracy: Ensuring all documentation is accurate, complete, and rectifying any breaches in accordance with internal procedures. If this role sounds of interest or any other roles I am working on please get in touch.

The Opportunity Excellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As they continue to grow, they are looking to appoint a capable and experienced Financial Administrator who is seeking a long-term career in financial services administration. The Role This is an exciting opportunity for a detail-oriented and proactive individual who enjoys supporting financial advisers and clients in a professional and client-focused environment. Your will play a key role in the smooth day-to-day running of the administrative functions, ensuring that client records are accurate, regulatory requirements are met, and service standards are consistently high. As an experienced Financial Administrator in Wealth Management Administrator, you duties will include (but are not limited to): Providing full administrative support to the advisers and paraplanners. Processing new business applications across pensions, investments, protection, and other financial products. Liaising with product providers to obtain valuations, policy information, and track application progress. Maintaining accurate and up-to-date client records on internal systems ( Intelligent Office, FE analytics, Genovo, selectapension). Handling client queries efficiently and professionally, both via email and telephone. Preparing and managing documentation for client meetings and annual reviews. Ensuring compliance with FCA regulations and internal procedures. Support with general office tasks and contributing to a well-organised working environment. About you You will posess a minimum 2 years' experience in a financial services administration role (ideally within an IFA or financial planning firm). Strong understanding of financial products including pensions, ISAs, life insurance, and investments. Excellent organisational and time management skills. Strong attention to detail and accuracy. Confident communicator, both written and verbal. Comfortable working independently and as part of a close-knit team. Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable. In summary This position represents an excellent opportunity to join a well regarded boutique firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions