Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you click apply for full job details
Jan 15, 2026
Full time
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you click apply for full job details
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details
Jan 15, 2026
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Jan 15, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
Jan 15, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business's in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 15, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business's in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jan 15, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information 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
Jan 15, 2026
Full time
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
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
Jan 15, 2026
Full time
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
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jan 15, 2026
Full time
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jan 15, 2026
Full time
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jan 15, 2026
Full time
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. Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively. To be successful in this role, you will need: Attention to detail Proactive communication Commitment to getting it right first time IFA Client Services Associate Requirements You should have experience as an Administrator within a financial services Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates You should have experience and enjoy the process of preparing client meeting packs Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial The Company This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already 4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members. IFA Client Services Associate Benefits Salary of 26,000 - 32,000 Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days Hybrid working after being signed off as competent (typically in line with probation sign off) 37.5 hours per week Excellent career progression, with individual development plans shaped around your desired career path Locations Talbot Green Swanley St Helens Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Pay: £25,000.00-£26,000.00 per year Job Description: Kickstart Your Career in Financial Planning! Are you curious, ambitious, and ready to launch your career in the world of financial planning? Our client, a well-established and client-focused financial planning firm, is looking for a bright school leaver to join their supportive and collaborative team click apply for full job details
Jan 15, 2026
Full time
Pay: £25,000.00-£26,000.00 per year Job Description: Kickstart Your Career in Financial Planning! Are you curious, ambitious, and ready to launch your career in the world of financial planning? Our client, a well-established and client-focused financial planning firm, is looking for a bright school leaver to join their supportive and collaborative team click apply for full job details
My client is one of the UK's leading Independent Investment and Wealth Management firms with an enviable industry reputation. Due to an internal move they currently seek a talented Paraplanner to join their Edinburgh Wealth Management team. Duties will include: Preparation and production of reports for annual client reviews Handling requests from advisors Compiling provider comparison analysis for potential and existing clients Accurate recording of data on Intelligent Office Undertake product research and analysis Producing "reason why" letters Ensuring that compliance and corporate standards are met Collating and compiling accurate MI Liaising with clients and product providers Applicants are likely to possess circa 5 years plus in a similar role with high levels of technical and product knowledge. You will be able to use financial planning tools and modelling software in order to produce insightful client reports. You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients. This is a great opportunity to work with one of the UK's longest established financial institutions offering a generous remuneration package, hybrid working and a friendly team environment.
Jan 15, 2026
Full time
My client is one of the UK's leading Independent Investment and Wealth Management firms with an enviable industry reputation. Due to an internal move they currently seek a talented Paraplanner to join their Edinburgh Wealth Management team. Duties will include: Preparation and production of reports for annual client reviews Handling requests from advisors Compiling provider comparison analysis for potential and existing clients Accurate recording of data on Intelligent Office Undertake product research and analysis Producing "reason why" letters Ensuring that compliance and corporate standards are met Collating and compiling accurate MI Liaising with clients and product providers Applicants are likely to possess circa 5 years plus in a similar role with high levels of technical and product knowledge. You will be able to use financial planning tools and modelling software in order to produce insightful client reports. You must have exceptional communication skills both verbal and written along with a keen eye for detail and the ability to prioritise your workload depending on the needs of the business and clients. This is a great opportunity to work with one of the UK's longest established financial institutions offering a generous remuneration package, hybrid working and a friendly team environment.
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London click apply for full job details
Jan 15, 2026
Full time
Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London click apply for full job details
Peter Harding Wealth Management
Canford Cliffs, Dorset
Financial Services Administrator- Competitive Salary- Canford Cliffs -In Office The Role Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you. We re looking for a Financial Services Administrator to join our team and make an immediate impact. You ll support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise. This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency. If you re a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team. Key Responsibilities: Client & Policy Administration Process applications, policy changes, and transfers accurately manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels. Adviser Support Respond to routine queries and escalate complex cases and grow problem-solving skills. Compliance & Quality Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards. Reporting & MI Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement. The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits Develop technical and compliance skills while gaining hands-on experience Supportive team culture with opportunities to learn and progress Play a key role in delivering excellent client experiences The Person Experience in financial services administration or support. Knowledge of pensions, investments, protection, or tax-related administration. Strong organisational skills and attention to detail. Excellent written and verbal communication. Ability to prioritise tasks and manage multiple deadlines.
Jan 15, 2026
Full time
Financial Services Administrator- Competitive Salary- Canford Cliffs -In Office The Role Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you. We re looking for a Financial Services Administrator to join our team and make an immediate impact. You ll support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise. This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency. If you re a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team. Key Responsibilities: Client & Policy Administration Process applications, policy changes, and transfers accurately manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels. Adviser Support Respond to routine queries and escalate complex cases and grow problem-solving skills. Compliance & Quality Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards. Reporting & MI Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement. The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits Develop technical and compliance skills while gaining hands-on experience Supportive team culture with opportunities to learn and progress Play a key role in delivering excellent client experiences The Person Experience in financial services administration or support. Knowledge of pensions, investments, protection, or tax-related administration. Strong organisational skills and attention to detail. Excellent written and verbal communication. Ability to prioritise tasks and manage multiple deadlines.
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Adviso click apply for full job details
Jan 15, 2026
Full time
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Adviso click apply for full job details
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct fact finding calls with clients to 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 R click apply for full job details
Jan 15, 2026
Full time
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities Conduct fact finding calls with clients to 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 R click apply for full job details
Description We are seeking a Client Support Executive to join our successful, award-winning firm and support our Financial Planning team in delivering our service proposition to clients and advancing our ambitious growth plans. You will be part of a cross-functional team ( Pod ) comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members. What you'll do Client Support Assist Financial Planners with client meetings (virtual and in-person). Prepare meeting packs including agendas, annual reports, risk questionnaires, and signature documents. Act as the main contact for client administrative queries. Support onboarding by preparing welcome packs, setting up portal access, and completing compliance checks. Administration Manage daily tasks such as processing applications and updating the Enable CRM system. Track application progress, transfers, and provider communications. Produce client review reports using Enable tools. Handle adviser fee processing, including charging instructions and reconciliation. Validate investment data and valuations for accuracy. Manage incoming post, calls, and general office administration. Prepare and send letters of authority to providers. Coordinate office supplies and inventory. Compliance Complete electronic AML checks. Upload and maintain compliance documentation for new business and transfers. Keep all files audit-ready and compliant with FCA and company standards. Information & Reporting Gather client data, quotations, and product details. Assist with cashflow modelling and recommendation reports. Prepare suitability reports, fund switch/top-up reports, and post-review letters. Generate cost and charges disclosures using FE Analytics. Maintain accurate client records in the database. Communication Liaise with Financial Planners to keep client records up to date. Prepare documents for e-signature via Adobe Sign. Respond promptly to client and provider queries. Keep clients informed on application progress and review schedules. Additional Duties Support team and business objectives as required. The knowledge, experience and qualifications you need Motivated and collaborative, able to build strong relationships with colleagues and external partners. Proactive and confident in taking initiative while working effectively as part of a team. Exceptional attention to detail. Strong organisational skills, with the ability to prioritise multiple tasks in a fast-paced, deadline-driven environment. Calm and decisive under pressure. Proficient in Microsoft Office applications. Willing to complete training on internal systems (Enable, Fusion), client asset platforms, and the online client portal (Wealth Platform). Adaptable to change and committed to contributing to a positive team culture. Excellent telephone manner and strong verbal and written communication skills. Basic understanding of FCA regulations and Treating Customers Fairly principles. Working towards or keen to achieve the Level 4 Diploma. The base You'll be based at the Benchmark Head Office , within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham s main line train station.
Jan 15, 2026
Full time
Description We are seeking a Client Support Executive to join our successful, award-winning firm and support our Financial Planning team in delivering our service proposition to clients and advancing our ambitious growth plans. You will be part of a cross-functional team ( Pod ) comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members. What you'll do Client Support Assist Financial Planners with client meetings (virtual and in-person). Prepare meeting packs including agendas, annual reports, risk questionnaires, and signature documents. Act as the main contact for client administrative queries. Support onboarding by preparing welcome packs, setting up portal access, and completing compliance checks. Administration Manage daily tasks such as processing applications and updating the Enable CRM system. Track application progress, transfers, and provider communications. Produce client review reports using Enable tools. Handle adviser fee processing, including charging instructions and reconciliation. Validate investment data and valuations for accuracy. Manage incoming post, calls, and general office administration. Prepare and send letters of authority to providers. Coordinate office supplies and inventory. Compliance Complete electronic AML checks. Upload and maintain compliance documentation for new business and transfers. Keep all files audit-ready and compliant with FCA and company standards. Information & Reporting Gather client data, quotations, and product details. Assist with cashflow modelling and recommendation reports. Prepare suitability reports, fund switch/top-up reports, and post-review letters. Generate cost and charges disclosures using FE Analytics. Maintain accurate client records in the database. Communication Liaise with Financial Planners to keep client records up to date. Prepare documents for e-signature via Adobe Sign. Respond promptly to client and provider queries. Keep clients informed on application progress and review schedules. Additional Duties Support team and business objectives as required. The knowledge, experience and qualifications you need Motivated and collaborative, able to build strong relationships with colleagues and external partners. Proactive and confident in taking initiative while working effectively as part of a team. Exceptional attention to detail. Strong organisational skills, with the ability to prioritise multiple tasks in a fast-paced, deadline-driven environment. Calm and decisive under pressure. Proficient in Microsoft Office applications. Willing to complete training on internal systems (Enable, Fusion), client asset platforms, and the online client portal (Wealth Platform). Adaptable to change and committed to contributing to a positive team culture. Excellent telephone manner and strong verbal and written communication skills. Basic understanding of FCA regulations and Treating Customers Fairly principles. Working towards or keen to achieve the Level 4 Diploma. The base You'll be based at the Benchmark Head Office , within our Broadlands Business Campus near Horsham in West Sussex. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham s main line train station.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 35,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jan 14, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 35,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: 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 p click apply for full job details
Jan 14, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: 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 p click apply for full job details
