70 jobs found

JRRL are seeking a senior or team leading Paraplanner with a level 4 financial planning diploma. If you have prior experience in team leadership, the company may opt to fast track you into a Team Leader position otherwise there will be a 12-month plan to transition into the role. Duties for the Paraplanner: Ensure all client reviews and new business workflow is completed to a suitable standard and in a timely manner. Support the Financial Adviser in verifying the compliance and suitability of recommendations. Provide oversight to the Administrator when delegating the implementation of new business. Support the IFA throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Person Specification for the Paraplanner: Essential Level 4 Financial Planning Diploma. Strong understanding of financial products and services. Prior experience of managing/supervising people. Strong analytical skills specifically analysing financial records. Salary: £45,000 - £50,000pa (dependant on the level of experience) Hours: Monday to Friday 9am till 5pm (hybrid pattern) This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.

Pensions Admin (UK Leading Company) Guildford 35,000 - 40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in a varied role, with training and development potential? Are you skilled in financial administration, looking to work for a well-established, award winning provider of SIPP and SSAS who will recognise your skills and expertise, and reward it with great benefits such as private medical insurance for yourself, and your spouse, an enhanced pension, highly competitive salary and personal development plans, support towards achieving highly regarded qualifications, where you could eventually move into a variety of different exciting positions within the company, if you so wish? This is a opportunity to join a highly successful company, which can provide you with flexitime, and a rewarding role where you will be communicating with clients, and completing a variety of administrative tasks, in relation to pensions, investments, life assurance and mortgages, with the potential for progression into a paraplanner, or financial advisory role. On offer is an excellent opportunity for a financial administrator, to join an well respected firm, who pride themselves on their employee satisfaction, where you will be in a largely autonomous, and exciting role, where no two days will be the same. The role: Carrying out admin tasks in support of the sales process and client review process Use back office systems such as Intelliflo to maintain client records Communicate effectively with clients within the financial services sector Maintaining client files and records Processing new business applications, including checks to confirm documentation is correct Creating and processing fund switch reports Understanding the regulator requirements relating to independent financial advisors The person: Experience with administration within Financial Services (Investments, Pensions or Similar) Commutable to Guildford Reference : BBBH23747 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. Ernest Gordon 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 our website.

This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details

The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients. The Day-to-Day: Evaluate 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 clients' existing pension, investment bond and trust arrangements to determine whether a transfer/surrender is suitable. Prepare written proposals and recommendations for transfers on a variety of advice topics. Some client exposure including conduct fact finding calls with clients and communicating or presenting advice to clients directly, if desired. Work with other departments to provide best client outcomes through developing new resources and providing training. 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 Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature 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 This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. 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

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

Financial Services Administrator Director support Nottingham Hybrid working available after probation Up to £33,000 - depending on experience Overview: Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to assist the CEO in improving case turnaround times and workflow efficiency to ensure an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure the clients needs are met. Key Duties: Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business. Preparation of Post Meeting Letters Completion of fund switches and creating relevant paperwork. Completion of performance charts for use in presentation meeting packs Completion of protection comparison reports, quotations, and processing applications Collation of relevent information, either via file note or in writing, ensuring all relevant information received. Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting. Completion of trust forms in line with guidance and support resources. Take lead on new admin-related projections that become relevant Input of data on relevant cashflow modelling systems to assist CEO with case construction. Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc. Onboarding calls to new clients to discuss the services we offer. Completion of any other administration duties as required Skills & Experience: Proven track record in a financial services Administrator role Ability to work under pressure of tight deadlines to ensure company SLAs are met Strong interpersonal and team skills A keen eye for attention to ensure case/ business errors are mitigated The ability to self-develop and show initiative by researching solutions independently Ability to change and adapt swiftly as business needs alter Skilled in usage of IT systems such as Word, Excel and Powerpoint Professional telephone manner and strong communication skills (both written and verbal) Other Information: The hours are Monday Friday 9am 5pm 35 hours a week Holidays 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off. Other benefits include: Company Pension, Private health scheme after 1 year service. Death in Service lump sum benefit of 4 x salary. Support for relevant study and exams if you wish to pursue further qualifications. Company funded staff events Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed. If you haven't had a response within 48 hrs

Paraplanner Location: Surrey Contract: Permanent Salary: 30,000 - 40,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients. The successful candidate will be detail-oriented, proactive, and confident supporting client servicing, portfolio administration, compliance, and day-to-day operational activities within a busy financial services environment. Key Responsibilities Client Service & Relationship Support Assist with onboarding new clients, including KYC/AML checks and account opening documentation. Maintain accurate and up-to-date client files, investment mandates, and regulatory records . Respond to client queries professionally and accurately. Portfolio & Investment Administration Process investment instructions as directed. Support the preparation of portfolio valuations, performance reports, and investment proposals . Assist advisers with research and run reports using FE Analytics . Build suitability reports and prepare documentation for client review meetings. Organise fund values, Letters of Authority (LOAs), and portfolio builds. Operational & Financial Support Liaise with investment platforms to ensure accurate settlements and reconciliations . Process payments and transfers in a timely and accurate manner. Compliance & Risk Management Ensure all processes are completed in line with regulatory requirements . Conduct AML, KYC, and due diligence checks in accordance with internal policies. Administrative Support Diary management for advisers. Provide general administrative support to the advisory team as required. Candidate Criteria Prior experience within the financial services industry . Experience supporting advisers or working in a paraplanning / wealth management support role. Strong understanding of compliance, client servicing, and operational processes. High attention to detail and ability to handle sensitive financial information accurately. Strong organisational skills with the ability to manage multiple priorities. Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management systems. Excellent written and verbal communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations Using fin

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations Using fin click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details