66 jobs found

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

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

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

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

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

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.

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

Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (url removed) 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. PRMSTH

Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (url removed) 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

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

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

You want to be a financial planner. But to do that someone needs to give you a chance. Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk. Somewhere like this. This company has crafted a detailed plan of how you ll spend 12 months as a paraplanner - learning, developing, growing - before starting your advice journey in 2027. This is all laid out in writing so you know exactly what you need to do. As you evidence the technical and soft skills you need you ll move to the next stage of your development. Importantly, as you progress so will your pay. Again this is all clearly laid out so you know exactly what you're getting into and what you're working towards. By the time you re Chartered/Certified that will take you to £70,000+. Total clarity. Total accountability. Total commitment. And that s not all. The firm have used this plan twice before so they have a proven track record of developing people. It s been tweaked over the years so works better than ever. It is one that is set up to put employees and clients first - profits are a natural consequence of doing this well. And as a business with a team ethos that s reflected in their bonus scheme. You ll get a healthy % share of that (we will tell you what when we speak). There s also a benefits package including: Life assurance Income protection PMI Company electric vehicle salary sacrifice scheme 25 days holiday and an extra 5 days off over Xmas because as the firm says - who wants to work then anyway? THE COMPANY The firm itself is a modern financial planning firm that uses evidenced based investing. It s small, fiercely independent and not set up to sell. How refreshing is that? HERE S WHAT YOU LL NEED You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant). You ll also need experience in CGT, investment bond encashments, tapered annual allowance etc. The firm is based in Stockport. Once you re a planner you will be very much hybrid but in the learning phase (first 12 months in particular) you ll be around the office most days. - Ready to take that step into advice and what s more, do it properly? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.