1167 jobs found

Job Title: Paraplanner Industry: Financial Planning Location: Cirencester Salary: £45,000 - £55,000 Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners Duties: Creating and producing suitability reports post client meeting, both new business and annual reviews Product research post meeting Cashflow modelling Liaising with clients and product providers and working closely with the Admin team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £55,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to get to Chartered status (if desired) Skills and experience required: Level 4 Diploma minimum, working towards Chartered ideal Experience working in a Financial Planning firm as a Paraplanner Strong knowledge of FCA regulations and products.

Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

Paraplanner Leeds outskirts Hybrid Decent salary, competitive benefits and bonus Free parking A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Competitive benefits package including bonus Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.

This role is ideal for a technically strong Pensions professional who enjoys working on complex data and benefit correction projects, using advanced Excel modelling to deliver solutions across large-scale Pension schemes. The Role You will play a key role in delivering data remediation and benefit correction projects, working closely with consultants, administrators, and technical specialists. Key responsibilities include: Creating and reviewing complex Excel models to support bulk Pension data and calculation projects Delivering work across data cleanse, benefit rectification, GMP rectification, and system implementation projects Collaborating with stakeholders to gather requirements and communicate technical outputs Identifying and managing project risks and timelines Reviewing work completed by others to ensure quality and accuracy Contributing to process improvement initiatives and supporting the development of junior team members About You Strong Excel modelling skills with the ability to build and adapt complex tools Good understanding of UK Pension schemes and member benefit calculations Experience delivering bulk data or calculation projects (e.g. GMP rectification, equalisation, data cleanse, benefit remediation) Strong organisational skills with the ability to manage multiple projects simultaneously Excellent communication and stakeholder management skills Proactive, solutions-focused mindset What's on Offer The opportunity to work on high profile, complex Pension projects A collaborative and supportive team environment Strong focus on learning, development, and career progression Flexible hybrid working arrangements A comprehensive benefits package and wellbeing support This is a fantastic opportunity to join a forward thinking organisation where you can develop your technical expertise, work on diverse projects, and build a strong career in Pensions data and consulting. Please quote 52285 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Job Title: Associate Town Planner Location: London / Flexible Hybrid Penguin Recruitment is delighted to be supporting a highly regarded, multidisciplinary planning consultancy in the appointment of an Associate Town Planner. This is an excellent opportunity for a chartered planning professional to take a senior role within a dynamic private sector environment, working on a diverse portfolio of hig

Reed Business School is looking for an Accountancy Tutor to join their team in the Cotswolds. Overview In this role, you will be expected to offer an exceptional classroom and live online experience for learners pursuing AAT, ACCA, CIMA, or ICAEW professional accountancy qualifications. You will be responsible for delivering high-quality tuition and support, motivating students to excel, and ensuring they achieve outstanding learning and assessment results. Key Responsibilities To work from the Business School for a minimum of 3 days per week. Deliver accountancy qualifications for ICAEW, CIMA, ACCA, and AAT learners and apprentices through classroom-based, live online, and on-demand delivery methods. Ensure that qualifications are delivered according to RBS teaching standards and learning materials. Additionally, create new supplementary materials to enhance the learning experience for students. Marking of learner scripts within required timescales when required. Contribute to curriculum design and development to ensure adequate technical preparation and ensure courses remain relevant to ongoing theory and practice are aligned to the professional syllabus requirements. Contribute to annual programme planning (QV) in conjunction with HAP and create and publish study planners and detailed timetables for product specialist areas. Cooperate with the team to resolve teaching gaps and provide absence cover. Ensure technical competencies remain up to date and maintain CPD requirements. Collaborate with the administrative team to promptly and efficiently address queries from accountancy students and clients. Coordinate with Reed Business School colleagues to gather information on student performance and progress, aiding in relationship management and development. Essential Skills and Experience Professionally qualified accountant (equivalent to Level 7 certification) with excellent all round subject knowledge Ability to combine academic rigour with excellent learner achievement Suitable accountancy teaching experience including online delivery Strong written and verbal communication skills, suitable for both teaching and professional settings Excellent skills in organisation, time management, and problem-solving Proactive, solution-oriented approach to tasks and challenges Ability to create and develop contemporary course materials Commitment to learner-centred development Desirable Skills and Experience Practical experience within the finance and accountancy sector Familiarity with accountancy apprenticeship frameworks Benefits 25 days annual leave plus bank holidays Paid time off to move home Contributory pension scheme Enhanced family leave benefits Insurance benefits including life assurance Discount scheme including gyms and popular retailers Range of wellbeing and mental health support avenues

FLEXIBLE LOCATIONS UK WIDE Our client is a leading wealth management firm who are seeking a Senior Paraplanner to join the team. As a Senior Paraplanner, you'll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. You'll be responsible for detailed research, technical analysis, and the creation of high-quality advice documents across a wide range of planning areas including investments, pensions, protection, and tax-efficient structures. This role suits someone who is confident working on sophisticated client scenarios, stays up to date with market and regulatory developments, and enjoys sharing knowledge with junior team members. You'll also contribute to improving internal processes, helping ensure they operate efficiently and consistently while meeting the highest standards. Role & Responsibilities: Complete thorough research across financial products and planning solutions based on client objectives. Produce precise calculations and cashflow projections where required. Draft clear, compliant financial planning reports that accurately reflect client circumstances and risk appetite. Prepare technical commentary and supporting documents for client meetings. Identify additional planning opportunities and highlight them to the adviser. Provide guidance to less experienced paraplanners and support their development. Contribute ideas for improving report templates, workflows, and operational processes. Do you have the following to apply? Strong background in paraplanning with exposure to complex cases. Broad knowledge of investment, pension, and protection planning. RQF Level 4 Diploma (or equivalent) is required; progress toward chartered status is advantageous. Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Clayton Davies is acting as an employment agency on behalf of our client.

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Client Services Administrator Location: Stone, Staffordshire (In-person) Salary: £26,000 - £30,000 per year Benefits: 25 days' holiday plus bank holidays, two extra days after Christmas Additional holiday entitlement after 5 years' service Option to purchase extra holiday days after 1 year Birthday day off after 1 year Employer pension contributions (e.g., 5% employer / 3% employee) Private Medical Insurance for employee and children under 18 (after 1 year) 3x salary life cover from day one Annual financial wellbeing session or 1:1 advice with an adviser Paid study leave for exams and CPD Funded support for relevant qualifications Quarterly team events and socials Discretionary Christmas bonus Two paid volunteer/charity days per year Flexible working hours (at Operations Manager discretion) About the Company: This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term Key Responsibilities: Create and maintain accurate client records across back-office systems and tools Prepare client documentation and correspondence for meetings Check accuracy and completeness of new business documentation Process business applications efficiently and compliantly Maintain supporting documentation in line with regulatory requirements Record and reconcile fees accurately Liaise with product providers and obtain necessary information Send Letters of Authority and gather client data Obtain illustrations and application forms, produce portfolio valuations Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly Support Financial Planners in review delivery and diarise client meeting actions Act as a professional point of contact for client enquiries Maintain up-to-date back-office systems and manage calls, post, and correspondence Undertake additional duties as directed by management What We're Looking For: Minimum 1 year administrative experience Minimum 2 years' experience within a financial planning environment Highly organised, methodical, and disciplined Comfortable working within defined processes and meeting deadlines Strong written and verbal communication skills Able to take personal responsibility for tasks with minimal supervision Excellent attention to detail and a positive, supportive attitude Desirable Skills: Certificate in Financial Planning (or working towards) RO1 and LP2 qualifications Knowledge of back-office financial systems and advanced Excel How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles. Due to the high volume of applications, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: IFA Administrator Location: Stoke on Trent; hybrid 1-2 days from home Salary: £27,000 - £30,000 DOE (full-time) Benefits: Professional industry exams paid for and study supported 25 days holiday (excluding Bank Holidays) Holiday Purchase Scheme In-House Training Academy Annual Salary Review Day off on Birthday Life Assurance & Pension Opportunities to progress into Paraplanner or Adviser roles if desired About the Company: We are a growing financial services firm looking to expand our administration team. The company prides itself on strong culture and personality fit. This is an excellent opportunity to join a supportive and professional environment with room for progression. Key Responsibilities: Act as the first point of contact for client enquiries regarding pensions, investments, and protection Correspond with clients verbally and in writing Process new business applications Assist Paraplanners and Advisers in preparing client review packs (annual and tri-annual) Arrange client meetings and manage Advisers' diaries Complete Portfolio Illustration requests Provide back-office support and ensure administration is completed in line with company procedures Maintain accurate, compliant client records on company software What We're Looking For: Previous experience in a Financial Planning administration role (essential) Minimum 2-3 years' experience, able to hit the ground running Confident in IT and office software packages Strong organisational, planning, and communication skills Ability to prioritise workloads effectively Flexibility and adaptability Team player with a positive attitude Desirable Skills: Working knowledge of Intelligent Office (IO) and other platform experience Understanding of Model Portfolios / DFMs Analytical and problem-solving skills How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Job Title: Material Planner Location: Nottingham Contract: Fixed Term 12 months Hybrid Working SF Recruitment are supporting a Nottingham-based manufacturing business seeking a Materials Planner to join their Procurement & Supply Chain team on a fixed-term contract. This is a permanent, full-time role working Monday-Friday with the option to work from home one day per week. This role is key to ensuring material availability to meet both internal and external customer requirements. You will be responsible for managing supply and demand, maintaining stock levels, and working closely with suppliers and stakeholders to ensure efficiency and service levels are consistently achieved. As the first point of contact for vendors and a key link to the wider business, you will play an important role in developing strong supplier relationships and ensuring the smooth flow of materials through the supply chain. Key Responsibilities -Manage supply and demand to ensure material availability. -Balance service levels with stock turnover by maintaining appropriate safety stocks. -Forecast future demand to support new ranges and promotional activity. -Manage replenishment and stock control within agreed budgets. -Build and maintain supplier relationships to drive performance improvements. -Analyse data and produce reports to support departmental KPIs. -Communicate and manage stock shortages through customer service channels. Essential: -Available immediately or at short notice. -Previous experience in a similar materials, supply chain, or inventory control role. -Strong working knowledge of SAP or similar ERP systems. -Confident managing supplier relationships and working collaboratively with stakeholders. This is a busy period for the business, so you will need to hit the ground running. There is potential for the role to be extended or made permanent. If this sounds like the right opportunity for you, please apply today with your CV.

Are you a detail-driven Paraplanner who loves bringing clarity, structure, and confidence to financial planning?Our client-an award-winning, client-centric IFA firm in Surrey-is expanding and looking for a skilled Paraplanner to join their highly respected advisory team. This is a firm that genuinely values high-quality technical work. You'll collaborate closely with experienced Financial Planners, playing a pivotal role in crafting tailored financial plans across pensions, investments, protection, estate planning, and tax-efficient strategies. You'll be joining a stable, forward-thinking business where professional development is encouraged, ideas are welcomed, and your expertise is recognised from day one. The detail A friendly, supportive, and knowledgeable team who care about doing things the right way. The chance to work with high-quality clients-and produce plans that genuinely make a difference. Full support toward further qualifications (including diploma and chartered progression). Modern systems, a paper-light workflow, and a firm that invests in your efficiency and wellbeing. Flexibility: enjoy a balanced hybrid model combining office collaboration and focused home working. Your experience should include Previous experience as a Paraplanner within an IFA or wealth management environment. Strong technical knowledge spanning pensions, investments, and tax planning. Ability to produce clear, compliant research and suitability reports. Excellent attention to detail and a passion for getting things right. Comfortable liaising with advisers, clients, and providers to keep plans moving smoothly. If you're a motivated Paraplanner looking to step into a role where your expertise is valued and your career can flourish, we'd love to hear from you. Apply now to take the next step in your financial planning career with a firm that truly invests in its people.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion. This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time. The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress. The Role You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish. Responsibilities will include: Supporting advisers with new business submissions and client servicing Preparing documentation for client meetings and reviews Managing platforms and provider interactions Processing fund switches, withdrawals and policy updates Maintaining accurate records on back-office systems Liaising with clients, providers and internal teams What We're Looking For Minimum 2 years' experience working within an IFA firm Strong understanding of financial planning processes and administration Ability to work independently and manage workloads effectively High attention to detail and organisational skills Comfortable working in a fast-paced, team-oriented environment Ideally working towards or interested in starting professional exams What's on Offer Salary up to £38,000 depending on experience Clear progression pathway into paraplanning Support with professional qualifications and development Structured onboarding and training Hybrid working following initial training period This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning. If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.

Job: Financial Planning Administrator Location: Newcastle Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Newcastle This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Birthday day off Life assurance Company Pension Clear progression opportunities to Paraplanner and Adviser roles, if desired

Senior Wealth Planning Assistant Worcester Permanent 37.5 hours per week (8:30am - 5:00pm) £35,000 - £37,500 per annum An exciting opportunity has arisen for an experienced Senior Wealth Planning Assistant to join a leading wealth management firm in Worcester. This role offers the chance to work within a dynamic Wealth Planning team, providing essential administrative and client support to Wealth Planners while playing a key role in delivering excellent client outcomes. The Role As a Senior Wealth Planning Assistant, you will provide comprehensive administrative and client support to Wealth Planners, ensuring seamless delivery of services within a robust compliance framework. You will be a trusted point of contact for clients and internal stakeholders, contributing to efficiency improvements and supporting the development of junior team members. Key Responsibilities Administrative Support: Maintain high standards of accuracy in all documentation and processes Support Wealth Planners with case submissions to the paraplanning team Handle finance queries including invoices, billing, and commissions Produce accurate Service Agreements and supporting documentation Client Support: Coordinate central services including paraplanning, valuations, and business processing Prepare and submit CDD and new account paperwork following AML procedures Arrange client meetings, prepare meeting packs, and manage Wealth Planner diaries Act as first point of contact for client general queries, escalating complex matters appropriately Prepare client application forms in line with suitability recommendations Maintain accurate records on XPlan and associated client systems Additional Responsibilities: Assist with training and quality checking of work undertaken by junior staff Identify and contribute to process improvement initiatives Share knowledge and best practice to benefit the wider team About You Essential: Minimum 2-3 years' experience as a Wealth Planning Assistant or Senior Wealth Planning Assistant Full understanding of the end-to-end Wealth Planning process Knowledge of financial planning products Proficient in Microsoft Office, particularly Word and Excel Excellent customer service and interpersonal skills Strong attention to detail and accuracy Excellent planning, prioritisation, and organisational skills Good team working and collaboration abilities Desirable: Experience of XPlan Experience of Voyant What's On Offer Competitive salary of £35,000 - £37,500 depending on experience Opportunity to work with a leading wealth management firm Supportive team environment with opportunities for professional development Office-based role in Worcester (5 days per week, at least during probation period)

Are you highly organised, detail-driven, and motivated by helping clients receive exceptional financial advice? We're looking for a proactive Senior Administrator to join a growing financial planning team. This is a pivotal role working closely with advisers and paraplanners to ensure clients receive a seamless, professional, and well-coordinated service. If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in delivering outstanding client support, this could be the perfect next step in your career. About the Role As an IFA Administrator, you will be at the heart of the advice process. You'll manage client reviews, coordinate documentation, support advisers, and ensure our back-office systems are accurate and up to date. You'll also be a key point of contact for clients, helping maintain strong relationships and ensuring their needs are met promptly and professionally. This is a diverse and rewarding position with real influence over the client experience and the smooth running of the business. Key Responsibilities Client Review & Advice Support Identify clients due for review and arrange appointments. Prepare and manage client files, ensuring all required documentation is complete. Gather missing information directly from clients and input data into Intelliflo (IO). Post-Submission & Case Management Upload documents to lenders/providers and follow up on outstanding requirements. Keep clients updated throughout the process. Proactively progress new business applications and chase providers for updates. Adviser & Office Support Provide day-to-day administrative support to advisers. Answer calls, manage messages, and respond to central mailbox enquiries. Book internal meetings and manage the central diary. Meet and greet clients and prepare meeting rooms. Ongoing Client Servicing Process top-ups, pension withdrawals, and annual review packs. Issue letters of authority and gather provider information. Respond to client queries promptly and efficiently Work with paraplanners to complete compliance and service cases. Platform & Data Management Monitor transfers-in, claim advice fees, and invest client monies. Ensure client data is stored securely, and Intelliflo is always up to date. Sort and distribute daily post and deliveries. About You We're looking for someone who brings energy, accuracy, and a genuine interest in financial services. Essential Qualities Highly organised with exceptional attention to detail. Strong written and verbal communication skills. Able to build positive working relationships with colleagues and clients. Comfortable working under pressure and managing multiple tasks. Desirable Experience Previous experience as an IFA Administrator. Familiarity with Intelliflo (IO) or similar back-office systems. Undergraduate degree or equivalent. Willingness to work towards a Level 4 financial advice qualification . Why Join? You'll be part of a supportive, professional team where your contribution genuinely matters. This role offers variety, responsibility, and the opportunity to develop your knowledge of UK financial services - with clear pathways for progression.

Anderselite is proud to be working with a fast-growing, employee-owned placemaking consultancy that's expanding its planning team across both Cardiff and Bristol. With an exciting pipeline of nationally significant projects, they are now looking to appoint a Senior or Associate Town Planner to help shape the future of towns, cities, and communities across the UK click apply for full job details