75 jobs found

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

Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with over 40

RECRUITMENTiQ is working in partnership with a well-established Financial Adviser based in Linlithgow, Scotland. We are committed to delivering high-quality, compliant financial advice with a strong focus on client outcomes, collaboration and professional excellence. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team. The Role This is a full-time opportunity fo

RECRUITMENTiQ is working in partnership with a well-established Financial Adviser based in Linlithgow, Scotland. We are committed to delivering high-quality, compliant financial advice with a strong focus on client outcomes, collaboration and professional excellence. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team click apply for full job details

Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details

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. Alongside 2 other Paraplanners and some Administrators, together you wil

Paraplanner Immediate Start Salary circa £33k pa + Benefuts Based in Silsden - Hybrid working (3 office / 2 home after probation) About the role We are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession. You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment. Duties include: Technical & Report Writing Produce high-quality suitability reports across pensions and investments Complete cashflow modelling, attitude to risk and client reports (Dynamic Planner) Research funds and products using FE Analytics Sense-check and refine adviser recommendations Ensure FCA suitability, Consumer Duty compliance and accurate client files Client & Case Support Analyse LOA and fact find data Liaise with providers and chase outstanding information Support annual reviews, ongoing service work and death claims Maintain client records on Intelliflo Platform, Quality & Compliance Support the True Potential integration and TP-related cases Review adviser work including vulnerability and capacity for loss Contribute to file reviews, CPD and continuous improvement Systems you will use Intelliflo Dynamic Planner FE Analytics True Potential What we are looking for Essential 2+ years' + Paraplanning experience Solid understanding of UK financial products (pensions, ISAs, investments, protection) Strong report writing and written communication skills High attention to detail and accuracy Confident analysing financial information and risk Organised, deadline-driven and comfortable learning new systems Professional confidence to challenge constructively when needed Personal Fit A genuine interest in paraplanning as a profession Receptive to feedback and keen to develop technically Team-focused, collaborative and dependable Desirable Paraplanning or financial services experience CII Level 4 Diploma (or working towards) Knowledge of financial planning software Exposure to trusts, estate planning or IHT What we offer Competitive salary (DOE) 25 days holiday + bank holidays Death in Service (£100,000 cover) Private Medical Insurance (Vitality) Performance-related bonus Hybrid working (3 office / 2 home after probation) Study support and CPD Free on-site parking Modern, tech-forward systems and processes Small, supportive team environment with real technical exposure We are in a busy phase of growth and platform integration, so you'll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn't look right. This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner. Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Financial Advisor (IFA) Chester & North Wales Immediate Start Salary: £55,000 basic - OTE: £60,000+ Employment Type: Employed or Self-Employed (flexible) The Opportunity We are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales. You'll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best - advising clients and building long-term relationships. The Role You'll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time. Key responsibilities include: Conducting detailed reviews of clients' financial circumstances and objectives Designing bespoke financial plans and strategies Completing risk assessments and suitability reports Researching products and solutions across the whole of market Supporting clients as their needs and circumstances change Maintaining full FCA compliance, disclosure and record-keeping standards Liaising with providers and professional introducers where required What we are looking for Diploma qualified (Chartered status desirable but not essential) Proven experience as a Financial Adviser within the UK market Strong communication, organisational and relationship-building skills Self-motivated, professional and confident working independently Comfortable working employed or self-employed (including via your own company if preferred) What is on offer £55,000 salary with OTE £60,000+ Immediate start available Employed or self-employed options Existing client base and full admin/paraplanning support Bonus structure and benefits tailored to experience and qualifications Opportunity to grow with a supportive, established firm If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

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

IFA Administrator Location: Gerrards Cross, Buckinghamshire SL9 8EB Position: Full-time (office based Gerrards Cross) Basic Salary: To £30k pa (DOE) Our client is seeking an experienced, enthusiastic Administrator to complement their existing team. The successful candidate will be confident in their ability to take ownership of their role and to provide support to their advisers, paraplanner and other team members. Ideal Candidate Whilst the role is varied it is best suited to an individual who can work on their own initiative and enjoys taking ownership and management of their own domain. The ideal candidate should be able to demonstrate a stable employment history and 2+ years experience within an IFA practice. A strong work ethic with the ability to prioritise and manage workload in a professional, timely manner and hit the ground running is a must. Key Responsibilities: Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from platforms/providers as required. Review meeting preparation produce valuations and ensure correct documentation is gathered (risk profiling, fact find, client agreements, etc.). Completion of product application forms, Trust documentation and new business submission (platforms). Monitoring and oversight of new business applications and fees. Issue client documentation to the client/product providers as appropriate. Perform electronic ID checks and ensure compliance documentation is present on file at each stage of the advice process. Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on intelligent office (Intelliflo). Accurately maintain clients personal details and update policy information and amendments, update fee expectations via Intelliflo and in-house databases. Deal with and respond to written, telephone and electronic general enquiries from IFAs, colleagues, clients and providers. Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required. Maintaining relationships and contacts with providers to ensure a professional service. Deal with any resulting fee and commission queries from the finance team. To produce accurate, regular and ad-hoc client valuation schedules. Monthly loading of policy information onto their review software in advance of client reviews. Deal with encashment and withdrawal requests from existing client plans as instructed by the adviser and inform the client by email, where appropriate. Maintain internal logs of review dates, fees, pipeline cases and admin work. IFA diary management. To provide cover and carry out duties for other administrators in the team, in their absence. Experience and Skills Required: Currently employed for an IFA firm with 2+ years experience within a similar role. Conscientious and organised, with a strong work ethic. Willingness to learn and openness to being coached/mentored. Computer literate in Microsoft Office suite, platforms and back-office systems (Intelliflo essential). Excellent communication skills both written and verbal. Client centric approach. Good levels of regulatory and industry knowledge. High attention to detail and professionalism. Accurate data entry and record keeping skills. Benefits: They offer a competitive salary (dependant on experience) Workplace pension (Aviva) Westfield Health cash plan Career progression (exam support) and ability to take on higher level work Generous holiday entitlement 25 days plus UK Bank Holidays plus time off between Christmas and the New Year The Company Our client was established in 1983. Based in Gerrards Cross, they look after individuals, families and businesses in London, the home counties and across the UK. Building long-term relationships with their clients, they place great importance on understanding their individual requirements and tailoring solutions. As an independent firm they are client centric and offer a full range of financial planning solutions ensuring clients receive the best appropriate advice whatever their needs. The practice itself is a well-respected organisation. They are an equal opportunities employer promoting diversity, inclusive culture, promoting employee wellbeing and engagement. Their interview selection process is inclusive and free from discrimination. No agencies please.

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin click apply for full job details

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

Pensions Admin (UK Leading Company) Guildford 35,000 - 40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in a varied role, with training and development potential? Are you skilled in financial administration, looking to work for a well-established, award winning provider of SIPP and SSAS who will recognise your skills and expertise, and reward it with great benefits such as private medical insurance for yourself, and your spouse, an enhanced pension, highly competitive salary and personal development plans, support towards achieving highly regarded qualifications, where you could eventually move into a variety of different exciting positions within the company, if you so wish? This is a opportunity to join a highly successful company, which can provide you with flexitime, and a rewarding role where you will be communicating with clients, and completing a variety of administrative tasks, in relation to pensions, investments, life assurance and mortgages, with the potential for progression into a paraplanner, or financial advisory role. On offer is an excellent opportunity for a financial administrator, to join an well respected firm, who pride themselves on their employee satisfaction, where you will be in a largely autonomous, and exciting role, where no two days will be the same. The role: Carrying out admin tasks in support of the sales process and client review process Use back office systems such as Intelliflo to maintain client records Communicate effectively with clients within the financial services sector Maintaining client files and records Processing new business applications, including checks to confirm documentation is correct Creating and processing fund switch reports Understanding the regulator requirements relating to independent financial advisors The person: Experience with administration within Financial Services (Investments, Pensions or Similar) Commutable to Guildford Reference : BBBH23747 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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