238 jobs found

IFA Administrator - Bristol Up to £35,000 Hybrid Working Support a Leading Wealth Management Firm & Elevate Your Career - National IFA firm Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working environment, and hybrid flexibility? Join a highly respected Independent Financial Advisory (IFA) firm in London, where you'll be a vital part of a team delivering high-quality financial planning solutions. Salary - Up to £35,000 (DOE) Hybrid working - Split your time between home and the office 3 days in the office and 2 from home Established, growing firm with a strong reputation in wealth management Ongoing professional development and potential for career progression Supportive and collaborative team culture Your Role & Responsibilities Working in a team of Administrators supporting Financial Advisers As an IFA Administrator, you'll provide essential support to Financial Advisers and Paraplanners to ensure the seamless delivery of financial planning services. Your responsibilities will include: Client Administration - Processing new business applications, valuations, and policy updates Liaising with Providers - Managing correspondence with investment and pension providers Client Communication - Responding to client queries and ensuring an exceptional service experience Report & Document Preparation - Supporting advisers with documentation and compliance requirements CRM Management - Maintaining accurate client records and updating financial systems To be considered: Previous IFA/Wealth Management administration experience Strong understanding of pensions, investments products Excellent attention to detail and ability to work in a fast-paced environment A proactive, team-oriented mindset with great communication skills

Paraplanner (Financial Services) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-established Financial Services firm that is continuing to grow. They are a tight-knit branch that has been established for over 20 years and pride themselves on staff retention and a supportive culture. Your role will involve carrying out full paraplanning activities to support the Advisors. This will include fact-finding analysis, research, cashflow modelling, preparing detailed suitability reports, pension and investment comparisons, and undertaking technical work to ensure compliant and high-quality advice. Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away. This role would suit an experienced Paraplanner looking to join a tight-knit business that offers long-term stability, a generous bonus scheme, and 33 days' holiday. The Role Full paraplanning responsibilities Producing detailed suitability reports Research and technical analysis across pensions and investments Cashflow modelling and fund research 9am-5pm The Person Experience in a Paraplanning role Strong technical knowledge of pensions and investments Experience producing suitability reports Reference number: Key words: Paraplanner, Paraplanning, Finance, Asset Management, Pension, Investments, Bonds, ISA, Cashflow Modelling, Advisors, IFA, Practice, Kingsley, Bordon, Alton, Haslemere, Liphook, Hampshire. If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. 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&Cs, Privacy Policy, and Disclaimers which can be found on our website.

Financial Planner Bristol (Hybrid) £50,000 - £75,000 + Excellent Benefits An established and award-winning Independent wealth management firm is seeking an experienced Financial Planner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The Role The successful candidate will work closely with an established team of financial planners, providing holistic financial planning advice tailored to individual circumstances and long-term objectives. There is a unique opportunity here to take on existing book of clients to work with and build upon, alongside the firm continuing to generate lots of new enquiries through referrals and their brand. The ideal person would work with the clients on offer and look to develop these relationships and this book further over time. There is an experienced paraplanning and admin team to support you with the back office side of things. Key Duties Provide holistic financial planning and regulated advice across pensions, investments, protection and IHT Conduct detailed fact-finding, cashflow planning and suitability assessments Create and deliver tailored financial plans aligned to client goals and risk profiles Maintain long-term client relationships through regular reviews and proactive communication Ensure advice meets regulatory standards and internal quality requirements Collaborate with paraplanners to produce accurate research and suitability reports Stay up to date with legislation, market changes and best practice Benefits Non-contributory pension scheme Annual profit-share Death in service cover at 6 salary 25-30 days holiday plus bank holidays Full support for CII exams and ongoing professional development Private medical insurance About You Level 4 Diploma in Financial Planning and a desire to continue developing professionally. Proven experience advising clients and managing long-term relationships A track record of developing relationships. Collaborative, ethical and client-focused approach Experience presenting or attending in-person meetings would be advantageous

Role Summary An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based in Knaphill on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with a similar Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude with meticulous attention to detail and a solutions focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to a Financial Adviser. Responsibilities Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Must have at least 2 years' experience as a Paraplanner in a similar role Level 4 Diploma in Financial Planning (preferable) Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based, within a reasonable commutable distance from the office What we offer Salary - up to £50K (Negotiable - dependent upon experience) 25 days holiday plus bank holidays Pension Discretionary annual bonus Death in service cover Support with career development and qualifications Sociable and professional office environment Free parking

Recruit UK are supporting a well-established financial planning firm based in Reading and they're looking for an experienced Paraplanner to join their growing team. Our client is a growing and forward-thinking financial planning firm specialising in retirement planning, pensions, and intergenerational wealth management. They pride themselves on delivering a high level of personal service and building long-term relationships with their clients. Key Responsibilities Producing suitability reports and technical documentation for adviser approval Conducting research and analysis across pensions, investments, and tax planning Identifying missing information and liaising with advisers and administrators to obtain it Preparing pre-completed application and client documentation Supporting technical queries and acting as a knowledge point within the team Ensuring all work meets FCA, Consumer Duty, and internal compliance standards What we're looking for A minimum of 2 years' paraplanning experience Level 4 Diploma in Financial Planning or equivalent Experience writing complex pension and investment suitability reports Good technical knowledge across pensions, investments, and tax planning High attention to detail and clear written communication Intelliflo (iO) experience beneficial but not essential Benefits 25 days annual leave plus bank holidays Life cover (4x salary) and income protection Health, optical, dental cover and cash plan Flexible working hours and paid sick leave Long service and enhanced family leave benefits If you're a paraplanner interested in discussing this opportunity, apply today!

Financial Planning Administrator - Altrincham Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience - essential Financial services experience - ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements - advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Altrincham, Cheshire, working Monday - Friday, 8:30am - 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!

Financial Planning Administrator Location: Kettering Salary: £ Negotiable The Opportunity This is an opportunity to join a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Kettering. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment. Role Overview The successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning. Key Responsibilities Processing new business applications and maintaining accurate client records. Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Managing client communications and scheduling appointments. Supporting the team with compliance and regulatory requirements. Assisting with annual reviews and updating client files accordingly. Candidate Skills Essential: Previous experience in an IFA or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelligent Office (IO) would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase) Private Medical Insurance Strong Pension Scheme CII Exams & Membership funding Discretionary Bonus Opportunity for progression towards paraplanning and advising in the future.

Paraplanner Remote or Chelmsford Based Remote (UK-based) or Chelmsford Office Full-Time Permanent Level 4 Qualified High-Level Technical Paraplanning Role We are recruiting an experienced Paraplanner to support a growing adviser network with high-level technical research, suitability reports, and holistic financial planning. This role can be fully remote or office-based in Chelmsford , depending on your preference. This is a fantastic opportunity for a skilled Paraplanner who enjoys complex casework, collaborating closely with advisers, and contributing to the development of both paraplanners and trainee paraplanners within the team. The Opportunity As a Senior Paraplanner, you will provide advanced technical support across pensions, investments, protection, IHT, and full financial planning. You'll complete detailed research, prepare suitability reports, check and sign off team work, and help ensure all client advice is fully compliant. This position sits within a structured paraplanning function, with clear processes, strong leadership support, and ongoing development pathways. Key Responsibilities Detailed assessment of incoming cases to identify required technical information Prepare recommendation reports, suitability letters and supporting research Create and maintain complete audit trails to justify product and fund recommendations Carry out fund and product research using tools such as Selectapension, Synaptics, Assureweb, Morningstar, FE Analytics Conduct high-level cashflow modelling and forecasting Provide creative, robust financial planning strategies across holistic advice Check and sign off work produced by other paraplanners Support and mentor trainee paraplanners to develop technical capability Liaise with advisers, providers, and internal stakeholders on technical matters Prepare ongoing service reports and ensure all files demonstrate suitability Ensure all work adheres to FCA requirements and internal compliance policies Experience & Qualifications Required Level 4 Diploma qualified (minimum) - essential Significant paraplanning experience in an IFA, network or wealth management environment Strong technical understanding across pensions, investments, protection & tax planning Familiarity with industry research tools (Selectapension, FE Analytics, Synaptics etc.) Experience using back-office systems such as Intelligent Office Excellent written communication and report-writing skills Strong organisation, analytical ability and attention to detail Ability to manage your own workload and support junior members of the team Clear understanding of the financial planning process and regulatory expectations Ideal Candidate Profile You will thrive in this role if you are: Confident communicating with advisers, clients, and providers Capable of taking initiative while also collaborating within a wider team Calm under pressure with strong problem-solving skills Passionate about maintaining high technical standards Keen to continue your own professional development Adaptable, proactive, and committed to delivering excellent client outcomes Working Arrangement You can choose to work: Fully Remote (UK-based) , or From the Chelmsford office Hybrid flexibility is available depending on your preference and proximity. Why Apply? Senior, technically varied paraplanning role Work with a wide range of advisers and complex cases Clear opportunities for progression and leadership development Supportive internal structure and established processes Flexible working model to suit your lifestyle How to Apply If you're a Level 4 qualified Paraplanner looking for a flexible, technically challenging role with a supportive team environment, we'd love to hear from you. Click Apply Now or send your CV for immediate consideration.

Financial Planner Financial Planning Division Investment Management Organisation Location: Newcastle area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Newcastle region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.

Financial Planner Financial Planning Division Investment Management Organisation Location: Birmingham area Salary: Up to £70,000 plus excellent benefits and car allowance The Opportunity An exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Birmingham region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals. Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers. This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity. The Role You will provide holistic financial planning advice aligned with the organisation's client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives. Key responsibilities include: Delivering comprehensive financial planning advice to high-net-worth clients Managing and developing an existing portfolio of clients Working closely with Private Bankers and Investment Managers to identify financial planning opportunities within the existing client base Educating colleagues to recognise client needs and cross-referral opportunities Conducting client meetings primarily within local offices Maintaining exceptional compliance and suitability standards Providing advice that prioritises client outcomes, including recommending no action where appropriate Paraplanning and administrative support are provided, allowing you to focus on client relationships and advice delivery. Candidate Profile The organisation is seeking an individual at an early stage of their advisory career who is looking to build a long-term future within a professional wealth management environment. Ideal candidates will have: 1 to 3 years' experience as a Financial Planner or Adviser Minimum Level 4 Diploma qualification (essential) Experience working with affluent or high-net-worth clients Strong interpersonal and relationship management skills A client-first mindset aligned with high ethical standards Applications are also welcomed from exceptional Paraplanners who have gained client-facing experience and are ready to step into an advisory role. Experience within banking, private banking, or investment management environments is advantageous but not essential. Reward and Benefits This role offers stability, professional development, and a genuinely client-centric culture rather than a sales-driven environment. Package includes: Salary up to £70,000 Generous pension contribution Private medical insurance Death in service benefits Car allowance Comprehensive benefits package Long-term career development within a respected investment management organisation Importantly, the organisation does not operate bonus incentives, reflecting its commitment to delivering advice that is always in the best interests of clients.

Head of Advice & Paraplanning Berkhamsted, Hertfordshire Hybrid (3 office / 2 WFH) £60,000 - £70,000 DOE + Benefits Full Time Leading Wealth Management Firm Are you an experienced Paraplanning Manager, Senior Paraplanner, or Advice professional ready to step into a strategic leadership role? We're supporting a highly reputable IFA firm in Berkhamsted who are seeking a Head of Advice & Paraplanning to lead their growing team of Advisers and Paraplanners. This role has become available due to retirement - an exciting opportunity to shape the future of the advice function, drive technical excellence, and play a key part in the firm's next stage of growth. The Opportunity You'll oversee a team of approximately 15 Paraplanners and Employed Advisers Working closely with the Operations Director, you'll lead the full Advice & Paraplanning function-ensuring high standards, strong technical output, adviser performance, and a smooth end?to?end advice journey. This is a hands?on leadership role with huge scope to influence process improvement, adviser development, AI-driven efficiency projects, and firm-wide strategy. Key Responsibilities Leadership & Team Development Lead, coach and mentor Advisers and Paraplanners Conduct 1:1s, performance reviews, training, and development planning Manage workflow, resource planning, and team KPIs Oversee onboarding, induction, and upskilling of new hires Advice Delivery & Technical Excellence Shape and refine the firm's advice standards and paraplanning processes Review complex files and suitability reports Act as the main technical escalation point for the team Ensure high levels of accuracy, compliance, and suitability Guide Advisers to meet targets, improve advice quality, and grow confidently Strategic & Operational Influence Work with outsourced paraplanners, managing SLA/KPI performance Drive efficiency with digital tools and AI initiatives Contribute to key business projects improving the advice journey Maintain up?to?date knowledge of market trends, regulations, and products What We're Looking For Level 4 Diploma qualified (essential) Strong experience in an IFA environment Background in paraplanning leadership , team supervision , or senior technical roles Excellent understanding of financial planning, compliance and the advice process Confident communicator able to influence, motivate and lead teams Strong technical knowledge across pensions, investments, tax and trusts This role suits both: Experienced PP Managers, Heads of Paraplanning/Advice, or Senior Paraplanners ready to step into leadership Package & Benefits £60,000 - £70,000 (DOE) Private Medical Insurance Income Protection Life Cover Enhanced Annual Leave - 28 days + bank holidays Holiday Purchase Scheme Auto?enrolment pension Hybrid working (3 office days required) Apply Today Interviews are already underway, and the firm is keen to move quickly. If you're passionate about shaping a high?performing advice function and want a role with real influence, we'd love to hear from you.

Join a Modern, Tech-Driven Wealth Management Firm A Rare Opportunity for a High-Calibre, Technical Paraplanner An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function. This is not a traditional paraplanning role. Rather than sitting behind an adviser, you will work as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies - helping shape both the advice framework and the future direction of the business. Salary up to £75,000 Hybrid (Minimum 2 Days in London Office) This firm has been built differently. With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery. Their culture is centred around: Innovation over tradition - leveraging technology to remove inefficiencies Client outcomes over product sales - long-term planning, not transactions Collaboration over hierarchy - ideas and improvements are welcomed from everyone Continuous improvement - refining advice processes and raising standards Tansparency and integrity - doing what's right, always By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes. It's a firm that values intellectual curiosity, autonomy, and strategic thinking. The Opportunity This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position. You will: Own the end-to-end advice process - design and construct robust financial plans across pensions, investments, tax, protection, and estate planning Contribute to advice strategy - refine and enhance planning frameworks Work closely with the technology team - help optimise systems and improve efficiency Maintain best-in-class technical standards Play a leadership role within the planning function - mentoring and guiding junior colleagues Influence the evolution of the firm's advice proposition This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input. What You'll Need A genuinely client-first mindset Strong technical knowledge across core financial planning areas Advanced analytical and suitability drafting skills Comfort working in a technology-led environment Collaborative, open-minded approach Level 4 Diploma

We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, contributing to the delivery of high-quality financial advice. The ideal candidate will possess a strong understanding of paraplanning duties and be prepared to contribute proactively to the planning meetings. You will be expected to demonstrate professionalism, attention to detail, and a comprehensive understanding of financial planning procedures. This role offers 23 days holiday, wellbeing days, 10 % employer pension contribution, private medical, private health insurance and life assurance. Hybrid working available as well. Financial Planning Assist the financial planning teams in managing client meetings, including leading the preparation for annual planning meetings, identifying key planning points to discuss with clients (such as annual allowances or income planning), assisting with the production of relevant documentation, such as valuations, reports, illustrations, letters of authority, application forms and other documents, and implementing post meeting actions, including dealing. Conduct comprehensive research and analysis of various financial products, investment opportunities, retirement plans, estate planning, and risk management solutions. Collaborate with advisers to evaluate and recommend suitable financial strategies that align with the needs and objectives of our clients. Competent across PNs primary investment platforms (Transact and Parmenion) with relevant experience for other platforms (i.e. Abrdn, Wealthtime or 7IM). Proficient use of the PN platform comparison tool to ensure clients remain on the most suitable platform to meet their objectives. Proven experience as a Paraplanner within a financial advisory setting Diploma Level 4 qualification in financial planning or equivalent Experience in preparing reports for annual planning meetings Strong knowledge of financial services regulations and compliance requirements Excellent analytical, communication, and organisational skills Ability to work effectively both independently and as part of a team Joining this role offers the opportunity to work within a supportive and professional environment, where your expertise will directly influence client satisfaction and financial outcomes. The position provides a competitive salary package, ongoing professional development, and great prospects for career progression. If you meet these requirements and are eager to further your career in paraplanning, this could be the perfect opportunity for you to thrive in Exeter.

Loveday & Partners is a Titan Group company. Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms' Partners who between them have over 50 years' experience. Our approach, together with a loyal client base and a talented team, makes being a Paraplanner at Loveday & Partners a great opportunity for someone who shares our ethos. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status - preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience - preferable Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role

Training & Development Manager (PSS) - Financial Planning Location: London Salary: £35,000 - £45,000 (dependent on experience) Job Type: Permanent / Full-time Our client is seeking a Training & Development Manager to support and develop Practice Support Staff (PSS) within a growing and professional financial planning environment. This is an excellent opportunity for an experienced paraplanner or technical professional passionate about coaching, mentoring, and raising technical standards across a team. This role is ideal for someone who enjoys developing others and strengthening financial planning support , rather than progressing into an advisory position. Key Responsibilities Design, deliver, and manage structured training programmes for PSS staff Support onboarding and ongoing development of paraplanners and technical team members Provide coaching, mentoring, and technical guidance Ensure high standards of financial planning knowledge and best practice Identify skills gaps and create development plans to enhance team capability Collaborate with management to support the growth and development of the support function Promote continuous improvement and foster a strong technical culture About You Essential: Experience within a financial planning environment Strong technical knowledge and understanding of financial planning Background in paraplanning or technical support SJP experience is essential Passion for training, mentoring, and developing others Excellent communication and interpersonal skills Highly organised with a proactive and structured approach Looking for a long-term technical or development-focused career path, not moving into an advisory role What's on Offer Competitive salary of £35,000 - £45,000 (dependent on experience) Opportunity to shape and influence the development of a growing team Supportive and collaborative working environment Clear career progression within technical and leadership pathways If you are a technically strong financial planning professional who enjoys supporting others and driving high standards, we would love to hear from you!

IFA Administrator - (Wealth Management) Salary £27,000 - £35,000 DOE + pension + excellent benefits Based: Farnborough / Some hybrid Our client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME'S. They are looking for an individual with Business Support experience gained from within the financial services industry, candidates MUST have life investment and pensions experience. You will be supporting Advisers in their day-to-day jobs. Key Responsibilities of the role: Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out end to end processing of new business cases Update back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirements Organise and manage time to ensure delivery of SLA's to meet consultant and client expectations both in terms of timeliness and quality Building relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the company's Treating Customers Fairly Principles at all times Candidate Requirements: Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA's or within a wealth management company processing new business Will have a good understanding of a range of financial service products- such as pensions, investments etc. Will have experience of supporting IFA's / paraplanners and consultants within your current role or speaking to them on the telephone via your role CF relevant qualifications would be desirable or a willingness to study Excellent record keeping skills Good organisation and time management skills Proficient in Excel and Word Strong communication skills and excellent team player This is an excellent opportunity to join a market leading Business and progress your career in Sales Support . Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.

Independent Financial Adviser Hull £40,000 - £50,000 + Bonus An established and highly regarded Financial Planning firm is seeking an Employed Financial Adviser to join their growing team. This role is focused on servicing and developing an existing client bank , providing high-quality, holistic financial advice rather than self-generating new business. It is an excellent opportunity for an adviser who enjoys relationship management and delivering ongoing client value. The Role You will be responsible for: Managing and servicing an established portfolio of clients Conducting annual and ongoing client reviews Providing holistic advice across pensions, investments, protection and retirement planning Identifying planning opportunities within the existing client base Ensuring all advice is fully compliant and in line with FCA regulations Working collaboratively with paraplanners and administrators to deliver an efficient client experience About You The ideal candidate will have: 3-5 years' experience as a Financial Adviser Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across core financial planning products A relationship-led approach with excellent communication skills A compliant and ethical mindset Strong organisational skills and attention to detail The Opportunity Employed role with competitive basic salary Performance-related bonus structure Established client bank provided Full paraplanning and administrative support Supportive, professional environment focused on long-term client relationships Clear development pathway for career progression This is an excellent opportunity for a driven adviser who wants to focus on delivering quality advice within a supportive and well-structured firm. For a confidential discussion, please contact NJR Recruitment quoting NJR16467

Independent Financial Adviser Stockton-on-Tees £40,000 - £50,000 + Bonus An established and highly regarded Financial Planning firm is seeking an Employed Financial Adviser to join their growing team. This role is focused on servicing and developing an existing client bank , providing high-quality, holistic financial advice rather than self-generating new business. It is an excellent opportunity for an adviser who enjoys relationship management and delivering ongoing client value. The Role You will be responsible for: Managing and servicing an established portfolio of clients Conducting annual and ongoing client reviews Providing holistic advice across pensions, investments, protection and retirement planning Identifying planning opportunities within the existing client base Ensuring all advice is fully compliant and in line with FCA regulations Working collaboratively with paraplanners and administrators to deliver an efficient client experience About You The ideal candidate will have: 3-5 years' experience as a Financial Adviser Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across core financial planning products A relationship-led approach with excellent communication skills A compliant and ethical mindset Strong organisational skills and attention to detail The Opportunity Employed role with competitive basic salary Performance-related bonus structure Established client bank provided Full paraplanning and administrative support Supportive, professional environment focused on long-term client relationships Clear development pathway for career progression This is an excellent opportunity for a driven adviser who wants to focus on delivering quality advice within a supportive and well-structured firm. For a confidential discussion, please contact NJR Recruitment quoting NJR16465

Senior Compliance Monitoring Executive Salary: £40,000 - £50,000 (DOE) Job Type: Full-time, Permanent Looking to move from Paraplanning into a more technical, supervisory role? We are recruiting for a Senior Compliance Monitoring Executive to join a well-established financial planning firm. This role would suit a Diploma-qualified Paraplanner or Senior Paraplanner who wants to focus on technical oversight and quality control rather than general compliance administration. You will play a key role in reviewing paraplanning work, ensuring suitability standards are met, and maintaining high-quality client outcomes across the financial planning process. Key Responsibilities Conduct file reviews and compliance monitoring checks Review and assess paraplanners' work for accuracy and suitability Provide constructive feedback and technical guidance Identify trends, risks, and areas for improvement Support continuous improvement in advice standards About You Minimum Level 4 Diploma qualified (essential) Background in financial planning, ideally paraplanning/senior paraplanning Strong technical knowledge and understanding of suitability requirements Excellent attention to detail and analytical skills Confident communicator with a collaborative approach Why Apply? Opportunity to step into a more strategic, supervisory role Focus on financial planning quality and client outcomes Competitive salary of £40,000 - £50,000 depending on experience Interested? Apply today or get in touch for a confidential discussion.