391 jobs found

Working in pensions admin? Want a more technical role, a stronger projects focus? Job Title/Location: Pensions Analyst, London/WFH Salary: To £42,000 Office/WFH: London (City) 2 days p/w + 3 days WFH Requirements: Strong DB admin knowledge is key, along with strong numeracy, communication & MS Office skills Role Snapshot: Lots of variety inc. data analysis, client projects & scheme implementations The Company: An established pensions business, regularly recognised for their investment in people - excellent company to learn/develop with, known for giving people responsibility. The Role: The Pensions Analyst role will see you gathering & documenting requirements aligned with the delivery of projects, systems developments & client implementations. You will work closely with Project Managers & System Developers to help deliver requirements. You will proactively consider & anticipate customer requirements as well as ensure system processes & data are to a high standard. Key responsibilities include: Analyse data effectively & accurately to ensure data integrity Provide clear & concise reporting of data analysis for checking & issue to clients Provide input to project scoping, ensuring estimated effort & costs are accurate Complete client project work in line with proposal documents to expected target dates & to meet revenue requirements, ensuring any potential risk is flagged Provide input to implementation project scoping and tender responses Provide expertise on the processes/systems around implementation, particularly relating to data migration, calculation set-up, image load and payroll reconciliation Skills / Experience Required: For this Pensions Analyst role you must have strong technical DB knowledge gained from a background in pensions administration, ideally some DC experience as well. Strong communication, numeracy & MS Office skills are also key. Additional Information: Salary for the Pensions Analyst role is to £42,000 + professional study support & company pension. As mentioned, the average working week would be 2 days office + 3 days WFH. Please apply below. The Pensions Analyst role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire to further your career. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Junior Paraplanner to join their team. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and assist in producing detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You will act as the initial point of contact for client queries and well as liaising with product providers. The successful applicant will have experience gained within the IFA market. You will have a good understanding of regulated Financial Services products and business processes. s. Progress with professional qualifications is preferred and you will have strong IT and communications skills. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new business applications and liaising with providers for updates and information. Managing client records and maintaining accurate documentation across internal systems. Collaborating with paraplanners and assisting with technical administration to support the advice process. Assisting with the annual review process including preparing review packs and managing follow-up correspondence. Acting as a key point of contact for clients, helping ensure a smooth and professional client experience. What Makes This Role Stand Out Working directly with one of the firm's leading advisers and supporting a well-established client base. Small, collaborative London office environment based in Regent Street. Part of a wider medium-sized wealth planning business with strong infrastructure and support. Clear team structure with advisers, paraplanners and administrators working closely together. Benefits / Details £37,000 - £45,000 salary depending on experience. Hybrid working with 2 days from home each week. 25 days holiday plus bank holidays and an additional day off for your birthday. Life insurance, income protection and death-in-service cover. Pension contribution and comprehensive benefits package. Full exam and study support towards the Diploma in Financial Planning. Clear internal progression opportunities into the paraplanning team. If you are an experienced IFA Administrator who enjoys working closely with advisers and being part of a collaborative financial planning team, please apply and we can discuss the opportunity in more detail.

Job Title: Paraplanner Industry: Financial Services Location: Exeter Salary: Up to £45,000 + 10% Pension Contribution Reference Number: 10214 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a highly respected and award-winning Financial Planning firm. You will work closely with Financial Advisers and support staff to provide a high-quality service to clients. The role is hybrid with 2 days in the office, you will predominantly support Advisers based in the Exeter office. Your duties as a Paraplanner will include, but not be limited to: Fact finding and report writing Client service and review support - acting as a technical point of contact Preparing recommendations, including documents, application forms, and suitability reports Collaborating with the wider team to deliver exceptional client service Maintaining accurate client records and ensuring compliance with FCA regulations Collating and pre-populating new business and servicing forms/application packs Producing and issuing client fee invoices What's in it for you: Salary up to £45,000, depending on experience 10% pension contribution Profit share 23 days holiday 12 wellbeing days (typically one per month) Private medical insurance Life assurance Flexible start and finish times Hybrid working 2 days in the office (3 days initially for training) Skills and experience required: Experienced Paraplanner Diploma qualified Strong written and verbal communication skills Driven, proactive, and committed to supporting both personal and business success Excellent organisation, prioritisation, and time management High attention to detail and ability to follow processes Adaptable, positive, and eager to develop with a growing business Strong MS Office skills This is an excellent opportunity for a like-minded professional to join an enthusiastic, high-achieving firm with a strong reputation for employee wellbeing and exceptional client care.

Paraplanner Location: Cambridge (outskirts) - accessible by car & public transport Salary: £40,000 - £50,000 (depending on experience- Part qualified considered) Why this is an exceptional role This is a fantastic opportunity for a Paraplanner who wants to be part of a collaborative, medium-sized team that still benefits from the structure and stability of a larger organisation. We're working with a well-regarded private client wealth planning firm based just outside Cambridge. This is a boutique Independent financial planning firm, with additional offices in Norwich and London, and who are also backed by a wider investment and asset management group . The role You'll work as part of a dedicated pod , supporting one or two advisers across all aspects of the advice process. Your work will span technical report writing, research and client case analysis , with a strong emphasis on quality and collaboration. Key responsibilities: Prepare high-quality, compliant suitability reports and client documentation Undertake research and analysis to support financial recommendations Assist advisers with client meeting preparation and follow-up Contribute to the review process and ensure all client files are maintained accurately Collaborate with your pod team and other paraplanners to share knowledge and best practice As your experience grows, take on larger or more complex cases, and progress into a senior paraplanning or advisory role Here's what makes this role stand out: Medium-sized, close-knit team: around 20 advisers, paraplanners and administrators Pod-style working: work closely with 1-2 advisers and a dedicated administrator Workload managed by an experienced Head of Paraplanning and Paraplanning Manager . Strong support and communication: weekly team meetings, clear processes, and excellent leadership keep everything running smoothly. Career progression built in: The company thoroughly support progression and are proud of their internal progression track with support to develop into Senior Paraplanner or Adviser roles. Modern, well-equipped office: based on the outskirts of Cambridge, easily accessible by car (with parking) or public transport. Comprehensive benefits package: Hybrid working: typically 2-3 days in the office, the rest from home Life insurance Income protection 4 salary death-in-service cover 5% / 3% pension Full exam and study support: paid exams and access to the firm's own online learning platform What we're looking for Level 4 Diploma qualified (or near completion) Experience in a paraplanning role or a strong background in technical administration Excellent written and analytical skills Confident working within a pod structure and managing your own workload A proactive mindset and enthusiasm for career development This is a fantastic environment for an experienced or developing paraplanner who wants to grow within a team that values collaboration, structure and long-term progression.

IFA Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £27,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group founded in 2019, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners , providing truly holistic advice and long-term relationships. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes This is a firm with heart, purpose and a supportive culture where every team member is valued. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. This is not just data entry-it's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What you'll bring Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others What's on offer £27,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development within the support hub Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. If this role and company align with what you are looking for, please apply!

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details

IFA Administrator Salary: £DOE Duration: Permanent, Full time, hybrid Benefits: 23 days' annual leave plus bank holidays, study support, free parking, DIS, pension, career progression prospects, flexible working options The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 Diploma in Financial Planning.

The firm has built its reputation on long-term client relationships and delivering thoughtful, holistic financial planning. Working closely with advisers, the Paraplanner will play a key role in researching solutions, analysing investments, and producing clear, compliant suitability reports tailored to client needs. Responsibilities include provider and product research, fund performance and risk analysis, interpreting Fact Finds, cashflow modelling, and managing cases through to completion. Salary up to £42,000 and hybrid working 3 dyas in the office and 2 dyas from home The firm is particularly interested in speaking with paraplanners who have strong pensions and investment knowledge and who are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS) . This role offers the opportunity to join a firm that places significant value on professionalism, long-term client relationships and delivering meaningful financial advice. Paraplanners are seen as an integral part of the advice process and are encouraged to develop their technical expertise and continue progressing through professional qualifications. The position would suit an ambitious paraplanner who enjoys writing suitability reports, wants to deepen their technical knowledge, and is looking to grow within a supportive and professional financial planning environment. Responsibilities include: • Conducting provider and product research, including fund performance and risk analysis• Preparing bespoke suitability reports tailored to individual client needs• Interpreting Fact Finds and KYC documentation to identify appropriate client outcomes• Supporting advisers with technical analysis and evidence-based recommendations• Managing cases from inception through to completion• Undertaking cashflow modelling using tools such as FE Analytics or similar systems The firm operates in a collaborative environment where technical excellence and attention to detail are highly valued. Paraplanners play a key role in ensuring advice is well researched, compliant and clearly communicated. About the Candidate The firm is keen to speak with paraplanners who have: • Proven experience in paraplanning and suitability report writing• Strong technical knowledge of pensions, investments and retirement planning• The ability to interpret Fact Finds and produce clear, compliant reports Experience with cashflow modelling tools, adviser platforms, and systems such as Curo or similar would be beneficial but not essential.

Job Title/Location: Pensions Administrator, London (City)/WFH Salary: To £35,000 Office/WFH: Office 2 days + 3 days WFH Requirements: Must have DB pensions admin + manual calculations experience Role Snapshot: Process all elements of DB & DC membership admin. Respond to member queries, provide quotations, set up & process upcoming retirements Really healthy/expanding business, an impressive volume of new scheme wins leading to a wide range of additional roles/functions + expansion of current teams. The Company: Recognised for their investment in people, this is an established pensions business with multiple industry awards - everything pointing in the right direction for new joiners to learn & develop within the company. The Role: The Pensions Administrator role contributes to the goals of the department through processing DB & DC casework. Key responsibilities include: Process all aspects of DB & DC membership admin, providing a service considered "First Class" by clients & in accordance with agreed measures & timescales Produce accurate written correspondence to deadlines Respond to member telephone queries either in writing or verbally Provide members with quotations as requested, accurately and to agreed deadlines Set up and process forthcoming retirements for payroll purposes Reviewing HMT Sanctions notices against customer databases Skills / Experience Required: For this Pensions Administrator role you must have recent DB pensions admin and manual calculations experience. You should be comfortable with using MS Office, a strong team player, well organised with excellent communication skills. Additional Information: Salary for the Pensions Administrator role is to £35,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below. The Pensions Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details