Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
May 05, 2026
Full time
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office. Our client is a modern, highly ethical and rewarding employer to work for. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on role, working alongside experienced team members of Paraplanners and a high producing Financial Planner. Overview of the role is detailed below: Ensure all dealings with clients, providers, staff and any third parties are conducted in a professional and courteous manner Preparing documentation for client meetings, packaging suitability letters, keeping the client files up to date, scanning and printing, keeping detailed file notes Ensuring compliance with regulatory requirements and company policies Maintaining accurate client data, policy information and critical records using the back-office system. Processing new business both online and via paper applications Responding to ad-hoc enquiries, processing letters of authorities, preparing valuations, updating platforms and providers Communicating with clients and providers via phone, email, post and occasionally face to face, assisting with incoming and outgoing post Generally providing administration support Benefits of joining the business: 3 days office/2 days home Up to 10% company discretionary bonus Annual share option issue Private pension Death in service of x4 salary PHI equal to 75% of salary after 6 months of absence We Care Employee Assistance Plan 25 days holiday increasing by one day annually to a max of 30 Day off for your birthday Study leave for relevant exams and paid for qualifications Electric vehicle salary sacrifice scheme Cycle to work scheme Flexible start time from 8.00am to 9.30am - Monday to Friday Our client offers genuine career opportunities for all their staff with excellent management, who are always approachable and on call for further support. This role will undoubtedly suit an individual who has existing financial planning background experiences, but looking to take the next step up in their career. Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention, culture, excellent salaries, benefits and industry reputation. Please apply to us here at Recruit Wealth for an immediate response.
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 05, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 04, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
May 04, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details
May 04, 2026
Full time
Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details
My Key Recruitment
Sutton Coldfield, West Midlands
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser click apply for full job details
May 04, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser click apply for full job details
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
May 04, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
May 04, 2026
Full time
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
TEMPLEGATE RECRUITMENT LIMITED
Cardiff, South Glamorgan
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Cardiff (Full time in the office) Salary: £32,000 to £45,000 Why Join Us? This is an excellent opportunity for a developing or experienced Paraplanner to join a supportive and collaborative financial planning environment click apply for full job details
May 04, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Cardiff (Full time in the office) Salary: £32,000 to £45,000 Why Join Us? This is an excellent opportunity for a developing or experienced Paraplanner to join a supportive and collaborative financial planning environment click apply for full job details
I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered click apply for full job details
May 04, 2026
Full time
I am recruiting an experienced Paraplanner to join the team at to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. The Opportunity : The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered click apply for full job details
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
May 04, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
May 04, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
May 04, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
May 04, 2026
Full time
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT
May 04, 2026
Full time
Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
May 03, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and co click apply for full job details
May 03, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and co click apply for full job details
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. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
May 03, 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. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Focus Search and Selection Limited
Peterborough, Cambridgeshire
Job Title: Paraplanner (Fully Remote) Salary: Up to £40,000 (DOE) Location: Fully Remote Company: Reputable IFA Firm Overview We are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner click apply for full job details
May 03, 2026
Full time
Job Title: Paraplanner (Fully Remote) Salary: Up to £40,000 (DOE) Location: Fully Remote Company: Reputable IFA Firm Overview We are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner click apply for full job details
Title: Paraplanner Type: Permanent Hours: Full Time (37.5 hours per week, Mon Fri) Salary: £45,000 approx + bonuses Location: Elgin Details: We are currently recruiting a Paraplanner to work closely with a team of financial advisers to provide research and report writing click apply for full job details
May 02, 2026
Full time
Title: Paraplanner Type: Permanent Hours: Full Time (37.5 hours per week, Mon Fri) Salary: £45,000 approx + bonuses Location: Elgin Details: We are currently recruiting a Paraplanner to work closely with a team of financial advisers to provide research and report writing click apply for full job details
