Get Recruited (UK) Ltd
Newton-le-willows, Merseyside
Administrator (Financial Services) Location: St Helens Hours: 9.30am - 4.30pm Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Apr 07, 2026
Full time
Administrator (Financial Services) Location: St Helens Hours: 9.30am - 4.30pm Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Apr 07, 2026
Full time
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Apr 07, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details
Apr 07, 2026
Full time
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role 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
Apr 07, 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
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Apr 07, 2026
Full time
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details
Apr 07, 2026
Full time
Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
Apr 06, 2026
Full time
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial servi click apply for full job details
Apr 06, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial servi click apply for full job details
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 click apply for full job details
Apr 06, 2026
Full time
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 click apply for full job details
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Apr 06, 2026
Full time
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Get Staffed Online Recruitment Limited
Chester, Cheshire
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.
Apr 06, 2026
Full time
Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.
Job Title: Trainee Paraplanner Hours: 10:00am 6:30pm Monday Thursday, 9:30am 4:30pm Friday Location: Swansea Salary: £25,000 with generous commission structure. Benefits: Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan click apply for full job details
Apr 05, 2026
Full time
Job Title: Trainee Paraplanner Hours: 10:00am 6:30pm Monday Thursday, 9:30am 4:30pm Friday Location: Swansea Salary: £25,000 with generous commission structure. Benefits: Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Apr 05, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Apr 04, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Ernest Gordon Recruitment
Weston-super-mare, Somerset
Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser click apply for full job details
Apr 04, 2026
Full time
Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser click apply for full job details
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
Apr 04, 2026
Full time
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommend click apply for full job details
Apr 04, 2026
Full time
Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommend click apply for full job details
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
Apr 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
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' 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: A competitive 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 Our Wellbeing committee works 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.
Apr 03, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' 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: A competitive 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 Our Wellbeing committee works 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.
