1128 jobs found

Salary: Up to £55,000 (DOE) Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support structure Exposure to quality clients and varied cases Supportive, team-oriented culture Clear opportunity for career progression If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions

A global law firm is currently seeking an experienced Programme Planner to support a large multi-year transformation programme . This role will take full ownership of planning, scheduling, progress tracking and cross-workstream integration across a wide and complex delivery portfolio, ensuring senior stakeholders have a clear, accurate and proactive picture of programme performance. Job Details: Start date: ASAP Duration: 12 months Rate: up to £650pd Inside IR35 via Umbrella Location: London Hybrid: 3 days in the office Key Requirements: Extensive experience as a Programme Planner, with deep expertise in integrated planning, scheduling, dependencies , critical path analysis and progress tracking. Ability to work across 12-14 active workstreams , consolidating plans into a single, unified schedule and producing accurate, timely reporting for senior leadership . Strong capability to proactively identify blockers, slippage, risks, and misalignment and escalate early with clear, actionable insights. Skilled in creating and maintaining robust programme schedules , including cross-workstream dependencies, resource demand profiles and sequencing constraints. Strong knowledge of MS Project , with hands-on experience managing large, multi-layered MPP files. Able to challenge stakeholders constructively , interrogating plan quality, assumptions, estimates and the realism of timelines. Comfortable presenting progress updates, dashboards and milestone reporting at C-suite level, with strong visual communication and data interpretation skills. Highly proactive, solution-oriented mindset, someone who drives the planning agenda rather than waits to be directed. Experience supporting complex, multi-region transformation programmes; ideally large technology migration experience What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

A highly respected Chartered IFA firm based in Kent, with over 25 years of experience in wealth planning, is looking to appoint a Paraplanner following continued growth and an increasing volume of referrals. The firm has a strong and well-established team of employed Chartered Advisers and a solid reputation for delivering exceptional financial planning to high-net-worth clients across Kent, Sussex, and London - including city professionals, retirees, business owners and families with significant investable assets. This is a newly created role sitting within a collaborative paraplanning team, where you will work across the full end-to-end process - producing suitability reports, carrying out research, running calculations, and handling a range of technical tasks across whole-of-market products. The firm works with a broad and sophisticated client base, so the work is varied and genuinely interesting for someone who takes pride in the quality of their technical output. The role suits either a dedicated career paraplanner who wants to develop and grow within a firm of this calibre, or someone with a longer-term ambition to move into advising - that pathway exists for the right person, though it is not a requirement. Diploma qualification, or being close to completion, would be ideal, and familiarity with Intelligent Office and a range of platforms would be an advantage, though training will be provided. Salary is negotiable between £40,000 and £60,000 depending on experience, with a bonus and full benefits package on top. If this sounds like the right opportunity for you, or if you would like a confidential conversation about this or other roles, please get in touch with Joanna Clark at Financial Divisions directly.

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.

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details

Job Title: IFA Administrator 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

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

About the role We are working with a well-established, client-focused financial planning firm seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to become part of a professional and supportive environment where attention to detail and high-quality client service are key. You will play a vital role in supporting Financial Planners and ensuring the smooth processing of client business across a range of financial products and platforms. Key responsibilities Processing new business across pensions, investments, and protection cases Managing applications from submission through to completion Liaising with providers and platforms to obtain updates and resolve queries Maintaining accurate client records and updating internal systems Preparing documentation for client meetings and reviews Supporting advisers with day-to-day administrative tasks Ensuring all work is completed in line with compliance requirements About you A minimum of 2 years' experience working as an IFA Administrator or within financial services administration Strong experience with new business processing across multiple product types Exposure to asset management or investment platforms Comfortable working across a variety of provider systems and platforms High attention to detail and strong organisational skills Confident communicator with a professional and proactive approach What's on offer Competitive salary based on experience Flexible working with hybrid options (currently 1 day from home, increasing to 2) Supportive and collaborative working environment Opportunity to develop within a growing financial planning firm If you are looking to join a firm where your contribution is valued and you can build a long-term career in financial services, we would like to hear from you.

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

Excellent Benefits & Supportive Culture A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Ensure accurate records and smooth case progression What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases efficiently What's on Offer Hybrid and flexible working Full admin support and structured processes Exposure to quality clients and complex cases A supportive, team-focused environment Genuine opportunity for career progression If you're a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.

Job Title: Wealth Planning Administrator Location: Cambridge Salary: £30,000 We are looking for a data-driven and customer-focused Wealth Planning Administrator to provide crucial technical and operational support to our client's team of IFAs and Paraplanners in their Cambridge office. You will be responsible for maintaining client files, processing new business data, and ensuring compliance. You will also prepare review packs, manage provider communications, undertake data entry, and above-all deliver a high-quality client service. What you'll be doing: Client Administration: Preparing for client reviews, producing valuations, and drafting correspondence New Business Processing: Processing applications for pensions, investments, and protection products from submission to completion Data & Compliance: Maintaining accurate records on systems and ensuring compliance with regulatory and GDPR standards Provider Liaison: Communicating with product providers to obtain policy information, illustrations, and updates Support: Scheduling client meetings, managing adviser diaries, and answering client queries To succeed in the role you'll be or have: Experience: Previous experience within a financial planning, IFA, or wealth management firm is required Knowledge: Understanding of financial products (pensions, ISA, investments) and the compliance environment Technical Skills: Proficiency in IT systems such as CRM tools and MS Office This is an amazing opportunity for someone who is highly organised , with a keen attention to detail and excellent written/verbal communication skills , who wants to develop their career in the Financial Services Industry. Click that apply button and I'll look forward to telling you all about the fantastic benefits of being part of this growing business!

Project Planner - Construction Location: Central London Salary: £60,000 - £80,000 A busy London Design & Build contractor is seeking an experienced Project Planner to support its growing portfolio of work across Central London. The company is involved in a wide range of construction and refurbishment projects, working closely with internal delivery teams and external consultants. The Role You will support both pre-construction and live project delivery, ensuring programmes are realistic and effectively managed. Key Responsibilities Preparing project programmes and planning documentation Supporting pre-construction teams during bid stages Monitoring project progress against programme Working closely with project managers and site teams Identifying programme risks and mitigation strategies Candidate Requirements Around 5-6 years planning experience within construction Experience working for a Design & Build contractor Strong knowledge of planning software Good understanding of construction methodology Opportunity You will join a stable contractor delivering Design & Build projects across Central London, with strong long-term career prospects. If you'd like to discuss the role or explore the opportunity further, apply now or contact me directly for a confidential conversation.

Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.

A Chartered, independently owned wealth planning firm with offices across Kent is looking to appoint an experienced IFA Administrator. The business manages the affairs of approximately 2,000 clients with over £600m in assets under management, advising high-net-worth individuals, retirees, accumulators, local families and SME owners across Kent, Sussex, and London. Advice spans pensions, investments, tax planning, retirement planning, cashflow modelling, protection, and more specialist areas such as VCT and EIS schemes. The firm has long-standing referral relationships with accountancy and solicitor practices and operates with a genuine focus on client outcomes rather than volume - advisers are not targeted, which speaks to the culture of the place. The support team is experienced, collaborative, and well-resourced, with a pooled team of administrators and paraplanners working across two offices. Professional development is actively encouraged, with ongoing CPD and industry exams supported as a matter of course. This is an environment where people are genuinely invested in. The role itself requires at least three years of solid administration experience within an independent financial planning practice, along with a well-rounded understanding of the end-to-end administration process. You will be working within the pooled admin team alongside both junior colleagues and an experienced paraplanning function. Knowledge of Intelligent Office would be a strong advantage, as would familiarity with platforms such as Novia, Fidelity, Transact and Aviva. Salary is up to £40,000 depending on experience, with bonuses, a pension scheme, an attractive benefits package and 25 days holiday plus bank holidays. If this sounds like the right move for you, or if you would like to find out more about this or other roles, please get in touch with Joanna Clark at Financial Divisions directly.

Transport Planner Heathrow Area 35,000 - 40,000 4 on 4 off shift pattern A well-established logistics operation based near Heathrow is looking for an experienced Transport Planner to join their busy team. This is a fantastic opportunity to work in a fast-paced environment where you will play a key role in coordinating daily vehicle movements and ensuring customer deliveries run smoothly and efficiently. What's on Offer Salary between 35,000 - 40,000 depending on experience 4 on 4 off shift pattern offering good work-life balance Opportunity to join a stable and growing logistics operation Supportive team environment with opportunities to develop your knowledge across the wider business Key responsibilities: Planning and coordinating the daily workload for a fleet of vehicles operating to strict collection and delivery schedules Monitoring driver progress throughout the day and making adjustments where required Maintaining regular communication with drivers, customers and internal teams regarding shipment status and timing Coordinating collections with internal operational departments and airline handling teams Managing vehicle availability, including planning around servicing, maintenance and repairs Reviewing transport activity to ensure routes and resources are being used as efficiently as possible Arranging subcontracted transport when fleet capacity is exceeded Maintaining accurate planning records, driver allocations and vehicle information About You To be successful in this role, you will need to be organised, proactive and comfortable working in a busy operational environment where priorities can change quickly. You will ideally have: Previous experience working in a transport planning or transport operations role (ideally 2-3 years+) Good understanding of UK geography and routing Knowledge of driver hours and Working Time Directive regulations A Transport Manager CPC would be advantageous but is not essential. planner WR Logistics are the recruitment partner for all vacancies in the logistics industry. We recruit in the UK & USA for permanent jobs. WR is acting as an Employment Agency in relation to this vacancy.

Paraplanner Central Birmingham £35-50k Hybrid (2 days in office) We're working with a well-respected independent financial planning firm in central Birmingham looking to add a paraplanner to their team. This is a proper paraplanning role - working closely with advisers across the full client journey, supporting on pensions, investments and protection, and producing high-quality, compliant advice. You'll be involved in: Writing suitability reports Technical research and calculations Portfolio analysis and recommendations Supporting implementation and ongoing client work Attending client meetings where appropriate It's a collaborative setup where paraplanners are part of the advice process - not just report writers. For those interested, there is a clear route into advisory over time , but the role is equally suited to someone who wants to develop as a career paraplanner. What matters: Paraplanning experience Level 4 Diploma (or close) Strong technical and report writing capability Attention to detail and pride in output Hybrid working (2 days in the office), with a supportive team, good systems, and a quality client base. If you're looking for a well-run firm and a solid long-term role , it's worth a conversation. Get in touch with Ellis Mears at EJP for full details