Orla Rose Associates is seeking a Planning Support Administrator to join its private wealth team in Farnham. The role offers hybrid working with three days per week in the Farnham office and full-time hours. You will support financial advisers and paraplanners, onboarding new clients and maintaining strong client relationships. The ideal candidate has experience in financial planning or private wealth, knowledge of investment products, and proficiency with CRM/financial planning systems.
Oct 07, 2026
Full time
Orla Rose Associates is seeking a Planning Support Administrator to join its private wealth team in Farnham. The role offers hybrid working with three days per week in the Farnham office and full-time hours. You will support financial advisers and paraplanners, onboarding new clients and maintaining strong client relationships. The ideal candidate has experience in financial planning or private wealth, knowledge of investment products, and proficiency with CRM/financial planning systems.
Client Support Executive Department: Client Services Employment Type: Full Time Location: Huddersfield Reporting To: Jo Vaughan Description Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions.
Oct 07, 2026
Full time
Client Support Executive Department: Client Services Employment Type: Full Time Location: Huddersfield Reporting To: Jo Vaughan Description Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions.
Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK. The Opportunity We now have an opportunity for Wealth Planners to join our business providing independent financial advice to high-net-worth clients. If you are driven by delivering exceptional client outcomes, have a growth mindset and thrive within a high-performance culture then we will give you all the tools you need to reach your career goals and beyond as well as the recognition and financial rewards you deserve! We are looking for highly motivated and ambitious Wealth Planners who thrive in a fast-paced, entrepreneurial environment and are passionate about building new business. As a Wealth Planner, you'll be a key part of our advice team, focused on developing new client relationships and delivering high-quality, regulated financial advice. This role is ideal for someone who is commercially minded, self-motivated, and experienced in growing their own client base and is looking to continue that success within the support of a leading national wealth management firm. We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role from home whilst also being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists all working towards the same objective of delivering an exceptional client experience. You will also have the support of many in-house specialist teams who are there to provide the support, resources and stable foundations for our Wealth Planners to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors. You Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status A Wealth/Financial Planner with a minimum of 1 years' experience of managing your own clients. Experienced at delivering compliant, tailored financial advice to high-net-worth clients. Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way. Motivated to understand and engage with Succession's corporate objectives and cultural values. An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes. Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services. Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments. What You Can Expect From Us Ahighly competitive basic salary and bonus structure, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with an 8% employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Discounts on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving yourcareer goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. Please note, this role is certified as required by the FCA SM&CR and is therefore subject to relevant pre-employment checks, including a criminal record check and adverse financial history check. This role is also subject to ongoing checks in line with the Succession Fit & Proper Policy.
Oct 07, 2026
Full time
Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial aspirations. We can confidently say we have achieved this and are now market leaders both commercially and reputationally, with a large network of Wealth Planners right across the UK. The Opportunity We now have an opportunity for Wealth Planners to join our business providing independent financial advice to high-net-worth clients. If you are driven by delivering exceptional client outcomes, have a growth mindset and thrive within a high-performance culture then we will give you all the tools you need to reach your career goals and beyond as well as the recognition and financial rewards you deserve! We are looking for highly motivated and ambitious Wealth Planners who thrive in a fast-paced, entrepreneurial environment and are passionate about building new business. As a Wealth Planner, you'll be a key part of our advice team, focused on developing new client relationships and delivering high-quality, regulated financial advice. This role is ideal for someone who is commercially minded, self-motivated, and experienced in growing their own client base and is looking to continue that success within the support of a leading national wealth management firm. We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role from home whilst also being linked to a local office and part of a close-knit team including Paraplanners and Client Delivery specialists all working towards the same objective of delivering an exceptional client experience. You will also have the support of many in-house specialist teams who are there to provide the support, resources and stable foundations for our Wealth Planners to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors. You Qualified to Level 4 or above in providing financial advice and ideally working towards Level 6 Chartered Status A Wealth/Financial Planner with a minimum of 1 years' experience of managing your own clients. Experienced at delivering compliant, tailored financial advice to high-net-worth clients. Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way. Motivated to understand and engage with Succession's corporate objectives and cultural values. An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes. Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services. Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments. What You Can Expect From Us Ahighly competitive basic salary and bonus structure, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with an 8% employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Discounts on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving yourcareer goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. Please note, this role is certified as required by the FCA SM&CR and is therefore subject to relevant pre-employment checks, including a criminal record check and adverse financial history check. This role is also subject to ongoing checks in line with the Succession Fit & Proper Policy.
Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows. The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.
Oct 07, 2026
Full time
Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows. The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.
Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £60,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices click apply for full job details
Oct 07, 2026
Full time
Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £60,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices click apply for full job details
Voyage Financial Planning is a growing independent Financial Planning and Mortgage practice based in Romsey, Hampshire. We are committed to delivering high-quality, personal financial advice and exceptional client service, supported by a collaborative and professional team. As our Financial Planning business continues to grow, we are looking for an experienced Paraplanner to join the firm and become click apply for full job details
Oct 07, 2026
Full time
Voyage Financial Planning is a growing independent Financial Planning and Mortgage practice based in Romsey, Hampshire. We are committed to delivering high-quality, personal financial advice and exceptional client service, supported by a collaborative and professional team. As our Financial Planning business continues to grow, we are looking for an experienced Paraplanner to join the firm and become click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organis click apply for full job details
Oct 05, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organis click apply for full job details
Your new company An established and highly regarded South West professional services firm is seeking an experienced Paraplanner to join its growing Financial Planning team in Taunton or Exeter The successful candidate will work closely with Financial Planners, Client Executives and fellow Paraplanners, acting as a trusted technical specialist and playing a key role in the delivery of complex fina click apply for full job details
Oct 04, 2026
Full time
Your new company An established and highly regarded South West professional services firm is seeking an experienced Paraplanner to join its growing Financial Planning team in Taunton or Exeter The successful candidate will work closely with Financial Planners, Client Executives and fellow Paraplanners, acting as a trusted technical specialist and playing a key role in the delivery of complex fina click apply for full job details
Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing click apply for full job details
Oct 02, 2026
Full time
Paraplanner Up to £45,000 DOE Multiple locations across the UK 3 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing click apply for full job details
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team The Financial Services Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation click apply for full job details
Oct 02, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team The Financial Services Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation click apply for full job details
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team The Financial Services Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation click apply for full job details
Oct 01, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team The Financial Services Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising click apply for full job details
Sep 30, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising click apply for full job details
Paraplanner Location: Bromley, Greater London Contract Type: Permanent Salary: £40,000 depending on Experience Are you an experienced Paraplanner? Our client, a well-respected financial services organisation, is seeking a talented individual to join their dedicated team in Bromley! The organisation prides itself on creating a positive workplace culture, where your skills and contributions are valued and recognised. Required Experience: 1-3 years' experience as a Paraplanner or in a similar role within the financial services sector Level 4 Diploma / working towards Diploma Proficient in using financial planning software and tools Key Responsibilities: Prepare detailed financial plans and reports for clients, ensuring accuracy and compliance with industry regulations Collaborate closely with financial advisors to develop tailored solutions that meet client needs Conduct thorough research on investment products and market trends to provide insightful recommendations Maintain and update client files, ensuring all documentation is complete and up to date Assist in the ongoing management of client relationships, fostering trust and satisfaction Ideal Candidate Profile: Strong understanding of financial planning principles, investment products, and regulatory requirements Excellent analytical and problem-solving skills, with keen attention to detail Ability to communicate complex financial concepts in a clear and concise manner A team player with a proactive approach to work and a positive attitude Why Join This Organisation? Opportunities for professional development and career progression A vibrant work environment that promotes teamwork and collaboration Flexible working arrangements, supporting a healthy work-life balance Recognition programmes to celebrate employee achievements If you're ready to take the next step in your career and make a meaningful impact in the financial planning industry, this could be the perfect opportunity for you! Our client values commitment, expertise, and enthusiasm, and is eager to welcome a new Paraplanner who shares these values. How to Apply: Interested candidates are encouraged to submit their CV and a cover letter outlining their experience and suitability for the role to the Bromley Office Angels Inbox Don't miss out on this incredible opportunity to advance your career in a rewarding and engaging environment. Apply today! Please note that only shortlisted candidates will be contacted. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 30, 2026
Full time
Paraplanner Location: Bromley, Greater London Contract Type: Permanent Salary: £40,000 depending on Experience Are you an experienced Paraplanner? Our client, a well-respected financial services organisation, is seeking a talented individual to join their dedicated team in Bromley! The organisation prides itself on creating a positive workplace culture, where your skills and contributions are valued and recognised. Required Experience: 1-3 years' experience as a Paraplanner or in a similar role within the financial services sector Level 4 Diploma / working towards Diploma Proficient in using financial planning software and tools Key Responsibilities: Prepare detailed financial plans and reports for clients, ensuring accuracy and compliance with industry regulations Collaborate closely with financial advisors to develop tailored solutions that meet client needs Conduct thorough research on investment products and market trends to provide insightful recommendations Maintain and update client files, ensuring all documentation is complete and up to date Assist in the ongoing management of client relationships, fostering trust and satisfaction Ideal Candidate Profile: Strong understanding of financial planning principles, investment products, and regulatory requirements Excellent analytical and problem-solving skills, with keen attention to detail Ability to communicate complex financial concepts in a clear and concise manner A team player with a proactive approach to work and a positive attitude Why Join This Organisation? Opportunities for professional development and career progression A vibrant work environment that promotes teamwork and collaboration Flexible working arrangements, supporting a healthy work-life balance Recognition programmes to celebrate employee achievements If you're ready to take the next step in your career and make a meaningful impact in the financial planning industry, this could be the perfect opportunity for you! Our client values commitment, expertise, and enthusiasm, and is eager to welcome a new Paraplanner who shares these values. How to Apply: Interested candidates are encouraged to submit their CV and a cover letter outlining their experience and suitability for the role to the Bromley Office Angels Inbox Don't miss out on this incredible opportunity to advance your career in a rewarding and engaging environment. Apply today! Please note that only shortlisted candidates will be contacted. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Your role As Lead Product Manager, you will own a set of Saturn's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a Saturn is a Series A, Y Combinator-backed company building the AI-native operating system for financial advice. Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control. This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether Saturn becomes the intelligence layer through which advice is created, governed and delivered. The Team You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and Saturn's domain experts: chartered compliance officers and paraplanners. Product management at Saturn moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship. What You've Work On Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity - clear enough for one engineer to ship the whole feature Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar Treating go-to-market as part of the build. You ship features that land, not features that launch Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows What We're Looking For Product management experience at fast-paced, product-led B2B SaaS companies, including ownership of a product that shipped and won in market AI-native product experience. You've shipped products where AI is the core, not a bolt-on. You understand the difference between deterministic and probabilistic systems, and what it takes to put agentic workflows in front of users in a regulated environment Technical fluency. You can discuss AI architecture trade-offs, know why prompts break, and challenge engineering assumptions Discovery discipline and sharp prioritisation. You have run research that changed what got built, and you can explain why you said no - not just what you said yes to Commercial instinct. You connect product decisions to retention, expansion, and the revenue model Self-sufficiency with data. You define your own metrics and design your own experiments Strong written communication. Your decision docs and PRDs reduce meetings rather than create them Preferred Fintech or regulated industry experience Experience deploying AI into enterprise or compliance-sensitive environments Understanding of adviser workflows and compliance context What We Offer Competitive salary with regular appraisals Competitive equity package at an early stage company with high growth potential Our beautiful new five-floor office, "The Dome", equipped with an onsite gym and roof terrace Best-in-class dental and medical insurance A dedicated budget for learning and professional development Access to an additional world-class gym and wellness centre two minutes from the office A tight-knit, ambitious team that cares deeply about quality and each other
Sep 30, 2026
Full time
Your role As Lead Product Manager, you will own a set of Saturn's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a Saturn is a Series A, Y Combinator-backed company building the AI-native operating system for financial advice. Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control. This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether Saturn becomes the intelligence layer through which advice is created, governed and delivered. The Team You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and Saturn's domain experts: chartered compliance officers and paraplanners. Product management at Saturn moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship. What You've Work On Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity - clear enough for one engineer to ship the whole feature Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar Treating go-to-market as part of the build. You ship features that land, not features that launch Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows What We're Looking For Product management experience at fast-paced, product-led B2B SaaS companies, including ownership of a product that shipped and won in market AI-native product experience. You've shipped products where AI is the core, not a bolt-on. You understand the difference between deterministic and probabilistic systems, and what it takes to put agentic workflows in front of users in a regulated environment Technical fluency. You can discuss AI architecture trade-offs, know why prompts break, and challenge engineering assumptions Discovery discipline and sharp prioritisation. You have run research that changed what got built, and you can explain why you said no - not just what you said yes to Commercial instinct. You connect product decisions to retention, expansion, and the revenue model Self-sufficiency with data. You define your own metrics and design your own experiments Strong written communication. Your decision docs and PRDs reduce meetings rather than create them Preferred Fintech or regulated industry experience Experience deploying AI into enterprise or compliance-sensitive environments Understanding of adviser workflows and compliance context What We Offer Competitive salary with regular appraisals Competitive equity package at an early stage company with high growth potential Our beautiful new five-floor office, "The Dome", equipped with an onsite gym and roof terrace Best-in-class dental and medical insurance A dedicated budget for learning and professional development Access to an additional world-class gym and wellness centre two minutes from the office A tight-knit, ambitious team that cares deeply about quality and each other
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Sep 28, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) - office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Sep 25, 2026
Full time
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) - office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Your role As Lead Product Manager, you will own a set of Saturn's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a Saturn is a Series A, Y Combinator-backed company building the AI-native operating system for financial advice. Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control. This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether Saturn becomes the intelligence layer through which advice is created, governed and delivered. The Team You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and Saturn's domain experts: chartered compliance officers and paraplanners. Product management at Saturn moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship. What You've Work On Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity - clear enough for one engineer to ship the whole feature Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar Treating go-to-market as part of the build. You ship features that land, not features that launch Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows What We're Looking For Product management experience at fast-paced, product-led B2B SaaS companies, including ownership of a product that shipped and won in market AI-native product experience. You've shipped products where AI is the core, not a bolt-on. You understand the difference between deterministic and probabilistic systems, and what it takes to put agentic workflows in front of users in a regulated environment Technical fluency. You can discuss AI architecture trade-offs, know why prompts break, and challenge engineering assumptions Discovery discipline and sharp prioritisation. You have run research that changed what got built, and you can explain why you said no - not just what you said yes to Commercial instinct. You connect product decisions to retention, expansion, and the revenue model Self-sufficiency with data. You define your own metrics and design your own experiments Strong written communication. Your decision docs and PRDs reduce meetings rather than create them Preferred Fintech or regulated industry experience Experience deploying AI into enterprise or compliance-sensitive environments Understanding of adviser workflows and compliance context What We Offer Competitive salary with regular appraisals Competitive equity package at an early stage company with high growth potential Our beautiful new five-floor office, "The Dome", equipped with an onsite gym and roof terrace Best-in-class dental and medical insurance A dedicated budget for learning and professional development Access to an additional world-class gym and wellness centre two minutes from the office A tight-knit, ambitious team that cares deeply about quality and each other
Sep 24, 2026
Full time
Your role As Lead Product Manager, you will own a set of Saturn's product areas in their entirety: strategy, roadmap, commercial outcomes, and the product managers who build them.a Saturn is a Series A, Y Combinator-backed company building the AI-native operating system for financial advice. Our platform combines a living data model of the client, AI agents that complete complex advice and operational workflows, and compliance logic embedded directly into how work is produced. The initial wedge is adviser productivity. The larger opportunity is rebuilding the operating model of the advice firm around connected data, intelligent workflows and continuous regulatory control. This is a lead role with founder-level scope. You work directly with the CEO, engineers, partnerships, and associate product managers. You define the what and why with enough clarity that one engineer ships the whole feature. No handoff chain, no ambiguity, no hand-waving. Your work will determine whether Saturn becomes the intelligence layer through which advice is created, governed and delivered. The Team You will work in a cross-functional squad alongside Product Engineers who own features end-to-end across frontend, backend, and AI, plus Design and Saturn's domain experts: chartered compliance officers and paraplanners. Product management at Saturn moves fast, and we protect that pace deliberately. The best PMs do their best work when they can see the impact of what they ship. What You've Work On Owning the product strategy and a rolling 3-6 month roadmap for AI agents that automate advice workflows Translating agentic and LLM capabilities into experiences advisers trust with regulated work, where evidence and auditability sit behind every material output Running independent discovery with advisers and paraplanners, distinguishing signal from noise, and turning adviser pain into product direction Prioritising ruthlessly across features, bugs, and quality, and writing specs with zero ambiguity - clear enough for one engineer to ship the whole feature Balancing enterprise partner demands with product coherence, and sequencing releases against the go-to-market calendar Treating go-to-market as part of the build. You ship features that land, not features that launch Coaching and multiplying the PMs around you, and building the frameworks the product function adopts as it grows What We're Looking For Product management experience at fast-paced, product-led B2B SaaS companies, including ownership of a product that shipped and won in market AI-native product experience. You've shipped products where AI is the core, not a bolt-on. You understand the difference between deterministic and probabilistic systems, and what it takes to put agentic workflows in front of users in a regulated environment Technical fluency. You can discuss AI architecture trade-offs, know why prompts break, and challenge engineering assumptions Discovery discipline and sharp prioritisation. You have run research that changed what got built, and you can explain why you said no - not just what you said yes to Commercial instinct. You connect product decisions to retention, expansion, and the revenue model Self-sufficiency with data. You define your own metrics and design your own experiments Strong written communication. Your decision docs and PRDs reduce meetings rather than create them Preferred Fintech or regulated industry experience Experience deploying AI into enterprise or compliance-sensitive environments Understanding of adviser workflows and compliance context What We Offer Competitive salary with regular appraisals Competitive equity package at an early stage company with high growth potential Our beautiful new five-floor office, "The Dome", equipped with an onsite gym and roof terrace Best-in-class dental and medical insurance A dedicated budget for learning and professional development Access to an additional world-class gym and wellness centre two minutes from the office A tight-knit, ambitious team that cares deeply about quality and each other
Premier Jobs UK
Newcastle Upon Tyne, Tyne And Wear
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Sep 24, 2026
Full time
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Sep 24, 2026
Full time
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Sep 24, 2026
Full time
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. Your purpose You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. What the job involves - Processing existing client onboarding across the central region - Completing all review meeting documentation and follow-up - Handling new business cases and ongoing client work - Preparing Letters of Authority and ensuring data accuracy - Working through structured task lists as cases come in - Liaising with Financial Advisers and Paraplanners to ensure they have what they need IFA Client Service Associate Requirements - Essential: experience in an IFA administration role with strong client onboarding knowledge - Essential: familiarity with Letters of Authority and the advice process - Essential: comfortable working in a centralized team across multiple planners - Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner - Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role About the business This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. IFA Client Service Associate Benefits - Salary of £28,000 to £32,000 - 37.5 hours per week, fully remote - 28 days holiday plus bank holidays, rising by one day per year to 30 days - 4x death in service, private medical insurance, group income protection - Employee assistance programme, Medicash, 8% combined pension contribution - Discretionary annual bonus What happens next Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
