60 jobs found

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

Technical Support Team Leader- Competitive Salary- Shaftesbury / Corsham / Canford Cliffs / Sherborne/In Office The Role Do you want a leadership role where your decisions directly improve client experiences and your team thrives under your guidance? Are you ready to take charge of complex cases while shaping processes that make your workday smoother and more rewarding? If so, we have an exciting opportunity for you. We re looking for a Technical Support Team Leader who wants to lead a talented team, make a real difference for clients, and have a direct impact on how our business delivers technical support with a focus on Consumer Duty outcomes. This is your chance to combine leadership with hands-on expertise in a role that s varied, challenging, and highly rewarding. You ll be at the heart of our client experience. You ll manage day-to-day operations while coaching and supporting your team, helping them grow professionally. You ll oversee complex cases and processes, ensuring work is accurate, compliant, and delivered efficiently. The result? Happier clients, motivated team members, and a smoother, more streamlined support function. If you want to lead, develop, and make a tangible difference in a role where your expertise is valued, apply today. Key Responsibilities: Lead and develop your team guide colleagues in annual reviews, bereavement, and technical support, building their confidence and capabilities through coaching and mentoring Manage workloads and performance stay on top of priorities, ensuring your team delivers excellent service without unnecessary stress Oversee technical outputs ensure reviews and case work are accurate and compliant, giving you pride in the quality and professionalism of your team Support complex cases act as a technical escalation point, making you the go-to expert and building your reputation internally Improve processes streamline workflows and implement best practices, meaning your team works smarter and clients benefit from faster, smoother service Collaborate across teams work with advisers, paraplanners, and compliance, giving you visibility of the wider business and opportunities to influence strategy The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits A leadership role with immediate impact on clients and colleagues. Opportunities to develop your career while improving team processes. A collaborative culture where your input is recognised. The Person Experienced in technical support, paraplanning, or compliance within financial planning Strong knowledge of pensions, investments, protection, and estate administration Leadership or mentoring experience, able to guide and develop a team Excellent analytical, organisational, and communication skills FCA regulations and compliance awareness

Paraplanner (Part-time or Full time) Location - Alderley Edge, Cheshire (SK9) Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued growth of the practice. Our business has been established for 15 years within SJP. Our mission is in 'Improving the Lives' of all those associated with our practice, be that our existing clients or our staff. Our office has a family feel and a superb location on the edge of Alderley Edge village, next to the train station. We pride ourselves on the quality of our advice and the level of customer service provided to our clients. You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor/Partner to present to clients. As part of our paraplanning team, you will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the Client Service team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time. You will demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/ adviser to achieve excellent recommendations. Paraplanner Requirements You should be an experienced Paraplanner with great report writing and analytical skills You should be a fully qualified Paraplanner with a Level 4 Diploma and have previous experience in performing this role, ideally within another St. James's Place Partner Practice You will have experience of a broad range of retirement planning and investment products, as well as financial protection recommendations Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals We are seeking someone to be present with us at our office location, offering home working as a flexibility when required only. We would consider applicants on either a full-time or part-time basis, everyone in our office has childcare needs and we can be flexible to this if required. We also have an office dog who provides us with added motivation and is always on the look-out for new best friends (in exchange for treats). St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Senior Administrator Location - Barnt Green, West Midlands (B45) Hours - Full-time Salary - Highly Competitive + Pension, Study support, and flexible in office working options. Are you an enthusiastic Senior Administrator eager for your next role with a vision to meaningfully contribute to a growing business? Could you fulfil a vital support function within this busy office? Working full time as part of the team at an Appointed Representative of St. James's Place Plc this is an outstanding new opportunity within a highly successful SJP Partner Practice. We pride ourselves in providing an exceptional service to our clients & have strong personal links to the area, whilst enjoying all the benefits of being part of a St James Place Partner Practice. We are at the beginning of an extremely important phase of the progression of the business, as we invest in our future through the growth of our people. This role represents an exciting opportunity for the right person to join our close-knit team to become part of the upward trajectory of the business. The Role - Senior Administrator The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration. As a key member of the team, you ll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment. Mentorship will be provided to help you achieve your professional goals. Key Tasks and Responsibilities - Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Setting up the clients' annual reviews and be able to produce review letters as well as use AI based software to improve the process Submitting new business and fund transfers using bespoke software Sending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processes You will need to ensure that business obtained is being processed in a timely way You will be responsible for managing Salesforce and keeping all client details up to date Ensuring smooth and organised workflows in the office The Person - Senior Administrator This is an interesting and challenging role that would suit a positive and professional self-starter who enjoys using their initiative, is collaborative and has a can do working style You have experience in working a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop Part-qualified in a relevant Level 4 Diploma would be advantageous You have excellent IT and communication skills, are highly organised and can make decisions Ideally you will have used the Salesforce CRM system, and have experience of other administrative support systems Most importantly, you are confident in dealing with clients and third parties with total discretion Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.

This is an excellent opportunity to join a supportive growing company who pride themselves on offering a first-class service to their clients and their staff too! Our client is a highly respected, privately owned financial advisory firm who provide market-leading wealth solutions. They currently have a vacancy for a Compliance Officer to join their team based in Highnam, Gloucester on an initial 6-month contract with the chance to become permanent for the right candidate. This is a key role within the firm, working closely with Directors, advisers, paraplanners, and administrators to ensure the business continues to operate in line with FCA expectations and Consumer Duty requirements. Key Responsibilities: -Undertaking pre-and post-advice file checking, including the review of client files, suitability reports, and supporting documentation -Supporting the firm s Training & Competency (T&C) framework -Working collaboratively with advisers, paraplanners, and administrators to ensure cases are processed efficiently, consistently, and compliantly -Providing technical oversight and guidance to the paraplanning team in relation to report writing and suitability documentation -Keeping up to date with FCA rules, guidance, and industry developments, and ensuring regulatory changes (including Consumer Duty) are embedded -Assisting with regulatory and compliance requirements, including PI renewals, FCA/Gabriel returns, and other regulatory submissions as required -Supporting ongoing improvements to compliance processes, documentation, and controls across the business Candidate Attributes: - Previous experience in a compliance role within financial services -Friendly, organised and dependable -Excellent administration capabilities -Written and verbal communication skills -Professional and discreet when handling sensitive information -Strong IT skills, specifically in MS Office - Word, Excel and Outlook Hours: 20 to 25 hours per week, flexible working pattern Salary: Negotiable depending on experience + company pension + free onsite parking

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

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details

If youre the kind of Paraplanner who takes pride in producing high-quality, technically sound advice and wants to play a central role in delivering outstanding client outcomes, this is a role where your work genuinely matters. Youll be supporting advisers at the sharp end of the advice process, shaping recommendations and reports that make a real difference to clients financial futures click apply for full job details

Graduate Financial Advisor (Progression to CAS) Newcastle 30,000 - 35,000 + Progression and Training + Pension structure + Studying allowance Are you looking to start a career in financial advice and wealth management, with the ambition to become a fully qualified Financial Adviser through structured training and support? Do you want to join a company that offers long-term career development, professional qualifications, and the opportunity to build strong, trusted client relationships? On offer is an excellent opportunity to join a supportive and professional team environment, with full training, mentoring, and support towards achieving the Diploma in Financial and Competent Adviser Status. You will work alongside experienced advisers, paraplanners, and support staff while developing your knowledge and skills within a highly reputable wealth management firm. In this role, you will support Financial Advisers with client reviews, data gathering, and preparation of financial planning recommendations. You will develop an understanding of holistic financial advice across pensions, investments, protection, and tax-efficient planning, with clear progression into an Associate and fully qualified Financial Adviser role. The ideal candidate is motivated, professional, and career-driven, with a strong interest in financial planning and a desire to gain qualifications and progress long-term within wealth management. The Role: Supporting advisers with client meetings and financial reviews Assisting with fact-finds, research, and suitability reports Learning financial planning across pensions, investments, protection, and tax planning The Person: Strong interest in financial advice and wealth management Working towards or willing to study for the Level 4 Diploma in Financial Advice Excellent communication and relationship-building skills Reference Number: BBBH23711 If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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 target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Financial Planning Administrator Hale Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience essential Financial services experience ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Hale, Cheshire, working Monday Friday, 8:30am 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!