We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team. This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments , while remaining part of a collaborative office-based environment. Key Responsibilities Supporting Financial Advisers with client reports and suitability documentation Undertaking technical and comparative research Reviewing fact finds to understand clients' financial positions Preparing documents for adviser meetings and annual reviews Implementing investment strategies and processing new business Liaising with providers and responding to client queries Ensuring compliance with internal policies and Consumer Duty requirements Candidate Requirements High attention to detail and strong organisational skills Analytical approach with the ability to assess suitability against client goals Professional, team-focused attitude By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
Mar 17, 2026
Full time
We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team. This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments , while remaining part of a collaborative office-based environment. Key Responsibilities Supporting Financial Advisers with client reports and suitability documentation Undertaking technical and comparative research Reviewing fact finds to understand clients' financial positions Preparing documents for adviser meetings and annual reviews Implementing investment strategies and processing new business Liaising with providers and responding to client queries Ensuring compliance with internal policies and Consumer Duty requirements Candidate Requirements High attention to detail and strong organisational skills Analytical approach with the ability to assess suitability against client goals Professional, team-focused attitude By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
The Company: A leading UK-wide wealth management company specialising in providing personalised financial planning, investment management, and retirement solutions who are looking to recruit an experienced Paraplanner into their Sheffield site on a hybrid working basis. With a strong commitment to responsible investing and a focused client-centric service, my client is looking to grow its presence across both the UK and internationally. Office Location: Sheffield Working Setup: Hybrid - 3-days office & 2-days WFH Package: £37-47k base + full company benefits Key Benefits: Aegon group pension, 2xDIS and PMI Holidays: 30 days holiday + stats The Role: As a dedicated Paraplanner to a team of high-performing Financial Planners you will complete all product research and report writing tasks, with responsibility for: Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required. Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients. Liaising with providers: speak to external companies to obtain information about existing and potential investments. Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss. Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey. Compliance and regulation: Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business. Supporting the team: share expertise and best practice with others and assist them with complex client matters. Carry out peer reviews. Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge. The Person: You must be fully qualified and will hold an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a technical paraplanning capacity across the breadth of private wealth advice. Do you hold? The QCF Level 4 Diploma in Financial Planning 3+ years' experience working in a paraplanning role Voyant & FE Analytics system knowledge and experience Investments, pensions and tax/trust caseload experience What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Mar 17, 2026
Full time
The Company: A leading UK-wide wealth management company specialising in providing personalised financial planning, investment management, and retirement solutions who are looking to recruit an experienced Paraplanner into their Sheffield site on a hybrid working basis. With a strong commitment to responsible investing and a focused client-centric service, my client is looking to grow its presence across both the UK and internationally. Office Location: Sheffield Working Setup: Hybrid - 3-days office & 2-days WFH Package: £37-47k base + full company benefits Key Benefits: Aegon group pension, 2xDIS and PMI Holidays: 30 days holiday + stats The Role: As a dedicated Paraplanner to a team of high-performing Financial Planners you will complete all product research and report writing tasks, with responsibility for: Research and analysis: conduct in-depth research and analysis to identify suitable solutions. Perform and present cashflow modelling scenarios to clients as required. Technical work: prepare suitability letters and reports for annual reviews and new business, prepare tax calculations and financial plans for clients. Liaising with providers: speak to external companies to obtain information about existing and potential investments. Client requirements: determine client objectives and priorities, together with understanding client attitudes to risk and capacity for loss. Managing documentation: prepare client files for review meetings and maintain these compliantly throughout the client advice journey. Compliance and regulation: Working with honesty and integrity, you will be disciplined in following the principles and rules of the FCA, demonstrating adherence to relevant regulations, rules and procedures that apply to your role and conduct of the business. Supporting the team: share expertise and best practice with others and assist them with complex client matters. Carry out peer reviews. Technical knowledge: dedicate time to meet continuous professional development requirements and maintaining your product and technical knowledge. The Person: You must be fully qualified and will hold an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a technical paraplanning capacity across the breadth of private wealth advice. Do you hold? The QCF Level 4 Diploma in Financial Planning 3+ years' experience working in a paraplanning role Voyant & FE Analytics system knowledge and experience Investments, pensions and tax/trust caseload experience What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of an experienced and Senior Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Supporting more junior paraplanners Experience: Candidates need to have previous paraplanning or report writing experience at a senior level ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, and ideally progressing to chartered status, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of an experienced and Senior Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Supporting more junior paraplanners Experience: Candidates need to have previous paraplanning or report writing experience at a senior level ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, and ideally progressing to chartered status, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
IFA Sales Support Administrator (Wealth Management) Salary: £28k-£38k DOE + Great company benefits Location: Eastbourne Hours Mon-Fri 9am -17.30pm (hybrid - 2 days office based) Free onsite parking Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you'll play a key role in ensuring clients receive an outstanding level of service? This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business. Key Responsibilities: Liaising with clients and providers via phone, email, letter, or secure platforms. Answering incoming calls and taking messages professionally. Managing adviser diaries and task lists. Maintaining accurate client records on Intelligent Office (back-office CRM). Processing new business applications (paper-based and online), tracking them to completion. Requesting and chasing provider information. Preparing illustrations, key features documents, and client reports. Conducting fund performance research. Administering fund switches and portfolio rebalances. Providing general administrative support including scanning, filing, and booking appointments. Supporting the adviser and paraplanners with day-to-day admin. Confidently working under your own initiative and managing priorities. Requirements: Proven experience in a similar financial services administration role, ideally and IFA. Excellent communication and organisational skills. Strong understanding of the IFA environment and adviser support processes. Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred). Ability to manage your workload independently and efficiently. High level of accuracy and attention to detail. If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you. Apply now by submitting your CV today.
Mar 17, 2026
Full time
IFA Sales Support Administrator (Wealth Management) Salary: £28k-£38k DOE + Great company benefits Location: Eastbourne Hours Mon-Fri 9am -17.30pm (hybrid - 2 days office based) Free onsite parking Are you an experienced Financial Services Administrator with a strong background supporting Independent Financial Advisers and Paraplanners? Are you looking to join a highly reputable, friendly, and professional IFA practice where you'll play a key role in ensuring clients receive an outstanding level of service? This is a fantastic opportunity to join a well-established and growing firm in Eastbourne. You'll work closely with the business owner and wider team in a varied and fast-paced support role, providing essential administrative assistance to ensure the smooth running of the business. Key Responsibilities: Liaising with clients and providers via phone, email, letter, or secure platforms. Answering incoming calls and taking messages professionally. Managing adviser diaries and task lists. Maintaining accurate client records on Intelligent Office (back-office CRM). Processing new business applications (paper-based and online), tracking them to completion. Requesting and chasing provider information. Preparing illustrations, key features documents, and client reports. Conducting fund performance research. Administering fund switches and portfolio rebalances. Providing general administrative support including scanning, filing, and booking appointments. Supporting the adviser and paraplanners with day-to-day admin. Confidently working under your own initiative and managing priorities. Requirements: Proven experience in a similar financial services administration role, ideally and IFA. Excellent communication and organisational skills. Strong understanding of the IFA environment and adviser support processes. Confident using Word, Excel, and CRM systems (experience with Intelligent Office preferred). Ability to manage your workload independently and efficiently. High level of accuracy and attention to detail. If you're looking to take the next step in your financial services career within a supportive and professional firm, we would love to hear from you. Apply now by submitting your CV today.
Leading Chartered Independent Financial Planning Firm We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office. This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development. The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions. Key responsibilities will include: Conducting detailed research across pensions, investments, protection, and retirement planning solutions Producing clear, accurate, and client-friendly suitability reports Assisting with complex technical case work and planning strategies Ensuring client files are complete, accurate, and fully compliant Supporting the end-to-end new business process, liaising with providers and internal teams Keeping up to date with regulatory changes and technical developments You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios. What We're Looking For At least 1 year's experience in a Paraplanning or similar technical support role Strong technical knowledge across pensions, investments, tax, and retirement planning High attention to detail with excellent report writing and analytical skills Well-organised, proactive, and confident using financial planning software and IT systems What's On Offer The opportunity to build a long-term career with a Chartered Financial Planning firm Full study support towards further professional qualifications Clear progression opportunities, whether technical or advisory-focused A supportive, professional, and collaborative working environment Exposure to high-quality advice and complex planning cases If you're an ambitious Paraplanner who enjoys the technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we'd love to hear from you.
Mar 17, 2026
Full time
Leading Chartered Independent Financial Planning Firm We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office. This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development. The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions. Key responsibilities will include: Conducting detailed research across pensions, investments, protection, and retirement planning solutions Producing clear, accurate, and client-friendly suitability reports Assisting with complex technical case work and planning strategies Ensuring client files are complete, accurate, and fully compliant Supporting the end-to-end new business process, liaising with providers and internal teams Keeping up to date with regulatory changes and technical developments You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios. What We're Looking For At least 1 year's experience in a Paraplanning or similar technical support role Strong technical knowledge across pensions, investments, tax, and retirement planning High attention to detail with excellent report writing and analytical skills Well-organised, proactive, and confident using financial planning software and IT systems What's On Offer The opportunity to build a long-term career with a Chartered Financial Planning firm Full study support towards further professional qualifications Clear progression opportunities, whether technical or advisory-focused A supportive, professional, and collaborative working environment Exposure to high-quality advice and complex planning cases If you're an ambitious Paraplanner who enjoys the technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we'd love to hear from you.
Paraplanner Salary: Up to £47,000 (potentially up to £50,000 for Chartered / highly experienced candidates) Location: Meriden, near Coventry Working pattern: Primarily office based with flexibility to work from home 1 day per week An established and highly regarded firm of Independent Financial Advisers, based near Coventry, is seeking a talented and experienced Paraplanner to join their small, close-knit team. This is an excellent opportunity for a technically minded career Paraplanner who takes pride in producing high-quality, detailed work and enjoys being part of a collaborative environment where their contribution is genuinely valued. The Role Working closely with the Advisers, you'll be responsible for delivering robust technical and administrative support, ensuring clients receive a thorough and compliant financial planning service. Your role will include: Researching and analysing financial products and investment strategies Preparing suitability reports and technical documentation Undertaking cashflow modelling and scenario analysis Maintaining client records and ensuring compliance standards are met Supporting colleagues with technical queries and contributing to process improvements About You You will have proven experience in a Paraplanning role within a financial planning or wealth management firm, with a strong understanding of pensions, investments, and tax planning. Ideally, you'll hold or be working towards the Level 4 Diploma , and Chartered status would be highly advantageous. This position is best suited to someone who sees Paraplanning as their long-term career path - a professional who values technical excellence, attention to detail, and being part of a supportive, adviser-focused team rather than moving into an advice role in the near future. Development & Benefits Salary up to £47,000 (potentially £50,000 for Chartered candidates) Hybrid working - 1 day per week from home Support for further professional qualifications Collaborative, close-knit working environment Genuine scope to develop your skills and technical expertise If you're a dedicated, detail-oriented Paraplanner seeking a stable and rewarding role within a friendly and professional firm, we'd love to hear from you.
Mar 17, 2026
Full time
Paraplanner Salary: Up to £47,000 (potentially up to £50,000 for Chartered / highly experienced candidates) Location: Meriden, near Coventry Working pattern: Primarily office based with flexibility to work from home 1 day per week An established and highly regarded firm of Independent Financial Advisers, based near Coventry, is seeking a talented and experienced Paraplanner to join their small, close-knit team. This is an excellent opportunity for a technically minded career Paraplanner who takes pride in producing high-quality, detailed work and enjoys being part of a collaborative environment where their contribution is genuinely valued. The Role Working closely with the Advisers, you'll be responsible for delivering robust technical and administrative support, ensuring clients receive a thorough and compliant financial planning service. Your role will include: Researching and analysing financial products and investment strategies Preparing suitability reports and technical documentation Undertaking cashflow modelling and scenario analysis Maintaining client records and ensuring compliance standards are met Supporting colleagues with technical queries and contributing to process improvements About You You will have proven experience in a Paraplanning role within a financial planning or wealth management firm, with a strong understanding of pensions, investments, and tax planning. Ideally, you'll hold or be working towards the Level 4 Diploma , and Chartered status would be highly advantageous. This position is best suited to someone who sees Paraplanning as their long-term career path - a professional who values technical excellence, attention to detail, and being part of a supportive, adviser-focused team rather than moving into an advice role in the near future. Development & Benefits Salary up to £47,000 (potentially £50,000 for Chartered candidates) Hybrid working - 1 day per week from home Support for further professional qualifications Collaborative, close-knit working environment Genuine scope to develop your skills and technical expertise If you're a dedicated, detail-oriented Paraplanner seeking a stable and rewarding role within a friendly and professional firm, we'd love to hear from you.
Paraplanner - Nottingham - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) A leading national wealth management firm is seeking an experienced Paraplanner to join their Nottingham office. This hybrid role offers the flexibility to work from home up to 2 days per week after an initial training period. You will play a central role within the Paraplanning team, supporting Financial Planners and Client Executives to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations. Key Responsibilities: Produce suitability reports, financial plans, and tax calculations to a high standard. Conduct detailed research, analysis, and cashflow modelling to support recommendations. Liaise with providers to obtain information on investments and financial products. Support client review meetings and ensure documentation is complete and compliant. Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice. Maintain and develop professional knowledge to meet continuous development requirements. About You: Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher. Strong understanding of financial products, FCA rules, and regulatory standards. Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms. Excellent written communication with meticulous attention to detail. Well-organised, self-motivated, and able to manage a varied workload. Collaborative approach with strong relationship-building skills. Passionate about sharing knowledge and supporting team development. Benefits: Competitive salary up to £50,000 for highly experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays and 3 celebratory leave days. Private medical insurance, digital GP access, and employee assistance programme. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers. This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Mar 17, 2026
Full time
Paraplanner - Nottingham - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) A leading national wealth management firm is seeking an experienced Paraplanner to join their Nottingham office. This hybrid role offers the flexibility to work from home up to 2 days per week after an initial training period. You will play a central role within the Paraplanning team, supporting Financial Planners and Client Executives to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations. Key Responsibilities: Produce suitability reports, financial plans, and tax calculations to a high standard. Conduct detailed research, analysis, and cashflow modelling to support recommendations. Liaise with providers to obtain information on investments and financial products. Support client review meetings and ensure documentation is complete and compliant. Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice. Maintain and develop professional knowledge to meet continuous development requirements. About You: Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher. Strong understanding of financial products, FCA rules, and regulatory standards. Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms. Excellent written communication with meticulous attention to detail. Well-organised, self-motivated, and able to manage a varied workload. Collaborative approach with strong relationship-building skills. Passionate about sharing knowledge and supporting team development. Benefits: Competitive salary up to £50,000 for highly experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays and 3 celebratory leave days. Private medical insurance, digital GP access, and employee assistance programme. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers. This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Paraplanner - Leeds - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Leeds. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period. As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals. Key Responsibilities: Prepare suitability reports, financial plans, and tax calculations to a high standard. Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions. Liaise with providers to obtain information on investments and other financial products. Support client review meetings and maintain thorough, compliant documentation throughout the advice journey. Share technical expertise and best practice with colleagues and carry out peer reviews. Maintain continuous professional development and up-to-date technical knowledge. What we are looking for: Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We're looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and qualifications can be considered for higher salary levels. Proficiency in Microsoft Office (particularly Word and Excel) and familiarity with provider platforms. Excellent written communication skills, with attention to detail and accuracy. Strong organisational skills and ability to manage workload independently. Collaborative mindset with the ability to build excellent relationships with colleagues and clients. Passion for sharing knowledge and supporting the development of others. Benefits: Competitive salary up to £50,000 for experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays, plus 3 celebratory leave days. Private medical insurance, digital GP access, and health support. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers and employee assistance programme. This is an exciting opportunity to join a progressive, client-focused financial services firm with strong career development opportunities, including pathways towards Advanced Diploma or Chartered status, or a move into financial planning.
Mar 17, 2026
Full time
Paraplanner - Leeds - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Leeds. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period. As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals. Key Responsibilities: Prepare suitability reports, financial plans, and tax calculations to a high standard. Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions. Liaise with providers to obtain information on investments and other financial products. Support client review meetings and maintain thorough, compliant documentation throughout the advice journey. Share technical expertise and best practice with colleagues and carry out peer reviews. Maintain continuous professional development and up-to-date technical knowledge. What we are looking for: Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We're looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and qualifications can be considered for higher salary levels. Proficiency in Microsoft Office (particularly Word and Excel) and familiarity with provider platforms. Excellent written communication skills, with attention to detail and accuracy. Strong organisational skills and ability to manage workload independently. Collaborative mindset with the ability to build excellent relationships with colleagues and clients. Passion for sharing knowledge and supporting the development of others. Benefits: Competitive salary up to £50,000 for experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays, plus 3 celebratory leave days. Private medical insurance, digital GP access, and health support. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers and employee assistance programme. This is an exciting opportunity to join a progressive, client-focused financial services firm with strong career development opportunities, including pathways towards Advanced Diploma or Chartered status, or a move into financial planning.
Paraplanner - Edinburgh - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Edinburgh. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period. As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals. Key Responsibilities: Prepare suitability reports, financial plans, and tax calculations to a high standard. Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions. Liaise with providers to obtain information on investments and other financial products. Support client review meetings and maintain thorough, compliant documentation throughout the advice journey. Share technical expertise and best practice with colleagues and carry out peer reviews. Maintain continuous professional development and up-to-date technical knowledge. What we are looking for: Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We're looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and qualifications can be considered for higher salary levels. Proficiency in Microsoft Office (particularly Word and Excel) and familiarity with provider platforms. Excellent written communication skills, with attention to detail and accuracy. Strong organisational skills and ability to manage workload independently. Collaborative mindset with the ability to build excellent relationships with colleagues and clients. Passion for sharing knowledge and supporting the development of others. Benefits: Competitive salary up to £50,000 for experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays, plus 3 celebratory leave days. Private medical insurance, digital GP access, and health support. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers and employee assistance programme. This is an exciting opportunity to join a progressive, client-focused financial services firm with strong career development opportunities, including pathways towards Advanced Diploma or Chartered status, or a move into financial planning.
Mar 17, 2026
Full time
Paraplanner - Edinburgh - Hybrid Working Salary: £40,000-£47,000 (up to £50,000 for highly experienced candidates) We are seeking an experienced Paraplanner to join a dynamic, forward-thinking financial services firm in Edinburgh. This is a hybrid role, offering the flexibility to work from home up to 2 days per week following an initial training period. As a key member of the Paraplanning team, you will support the delivery of tailored financial planning solutions, working closely with Financial Planners and Client Executives to ensure an exceptional client experience. You will be responsible for producing compliant, high-quality suitability reports and recommendations, helping clients achieve their financial goals. Key Responsibilities: Prepare suitability reports, financial plans, and tax calculations to a high standard. Conduct in-depth research, cashflow modelling, and analysis to identify appropriate solutions. Liaise with providers to obtain information on investments and other financial products. Support client review meetings and maintain thorough, compliant documentation throughout the advice journey. Share technical expertise and best practice with colleagues and carry out peer reviews. Maintain continuous professional development and up-to-date technical knowledge. What we are looking for: Strong paraplanning experience with a Level 4 Diploma in Financial Planning or higher. We're looking for candidates with 3 years+ experience of Paraplanning and those who have more experience and qualifications can be considered for higher salary levels. Proficiency in Microsoft Office (particularly Word and Excel) and familiarity with provider platforms. Excellent written communication skills, with attention to detail and accuracy. Strong organisational skills and ability to manage workload independently. Collaborative mindset with the ability to build excellent relationships with colleagues and clients. Passion for sharing knowledge and supporting the development of others. Benefits: Competitive salary up to £50,000 for experienced candidates. Hybrid working (2 days from home after training). 30 days holiday plus public holidays, plus 3 celebratory leave days. Private medical insurance, digital GP access, and health support. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers and employee assistance programme. This is an exciting opportunity to join a progressive, client-focused financial services firm with strong career development opportunities, including pathways towards Advanced Diploma or Chartered status, or a move into financial planning.
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Mar 17, 2026
Full time
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
We are currently looking for a Financial Administrator to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This role requires an individual with a background working within a Financial Advisors and offers career growth, progression and a Hybrid working arrangement Working hours: Full Time Hybrid-working basis (Monday to Thursday in the office & Friday WFH) The successful Financial Administrator will be offered: Basic Salary up to £30,000 Career Progression 25 days plus bank holidays Free Parking To be considered for the role of Financial Administrator, you must have Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role. Organised and efficient with excellent attention to detail Ability to prioritise and be proactive. Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Financial Administrator responsibilities: Client Support: Acting as a point of contact for clients, managing queries, and helping with onboarding. Documentation & Compliance: Preparing, updating, and maintaining accurate client files, ensuring compliance with FCA regulations. Adviser Support: Assisting Financial Planners with meeting preparations, portfolio tracking, and, in some cases, processing new business applications.
Mar 17, 2026
Full time
We are currently looking for a Financial Administrator to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This role requires an individual with a background working within a Financial Advisors and offers career growth, progression and a Hybrid working arrangement Working hours: Full Time Hybrid-working basis (Monday to Thursday in the office & Friday WFH) The successful Financial Administrator will be offered: Basic Salary up to £30,000 Career Progression 25 days plus bank holidays Free Parking To be considered for the role of Financial Administrator, you must have Previous administrative experience working within a Financial Advisors, either within Financial Administrator or Paraplanner role. Organised and efficient with excellent attention to detail Ability to prioritise and be proactive. Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Financial Administrator responsibilities: Client Support: Acting as a point of contact for clients, managing queries, and helping with onboarding. Documentation & Compliance: Preparing, updating, and maintaining accurate client files, ensuring compliance with FCA regulations. Adviser Support: Assisting Financial Planners with meeting preparations, portfolio tracking, and, in some cases, processing new business applications.
Service Service Employment Agency Limited
Norwich, Norfolk
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 28 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Mar 17, 2026
Full time
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 28 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Mar 17, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
