376 jobs found

Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing pension transfers and investment transactions Preparing and drafting initial suitability reports Ensuring all client documentation is accurate, compliant, and delivered to the highest standard Working closely with advisers to ensure a seamless client experience About You This role is ideal for someone with 2-3 years' experience in financial planning, wealth management, or a similar environment. You will bring: A degree-level education Progress toward the Level 4 Diploma (or already completed) Strong technical understanding of pensions, investments, and financial planning processes Excellent attention to detail and a proactive, professional approach A genuine desire to grow, develop, and progress within a high-quality firm What's on Offer £40,000-£45,000 salary depending on experience Excellent bonus scheme Generous benefits package Full study support and ongoing professional development The chance to build a long-term career with a firm that invests in its people If you're ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.

Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties. Proficient in customer service, understanding and prioritising work to deliver excellent service. Teamwork and collaboration skills, understanding the importance of working together to improve outcomes. Technological proficiency relevant to the role. Location: London, UK Job Type: Full-time Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Administrative Support: Maintain client and plan records on the back-office system. Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures. Manage and complete tasks on the back-office system as per company procedures. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.

Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm my client would love to hear from you. Please contact Sam at Financial Divisions.

Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.

Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.

Package: Up to £80,000, Bonus, Hybrid and Excellent Benefits Role Overview We are seeking an experienced and highly motivated Paraplanning Team Leader to lead and develop our dedicated Paraplanning and Advisers. This pivotal role involves managing a team of eight Paraplanners, driving the efficiency and quality of our paraplanning services, and working closely with the Head of Advice to deliver exceptional support to our Financial Advisers and clients. Reporting Structure Reports to: Head of Advice Direct Reports: Up to 8 Paraplanners Key Responsibilities Team Leadership & Management Lead, mentor, and coach a team of up to eight Paraplanners to foster a high-performing and collaborative work environment. Conduct regular one-to-one meetings, performance reviews, and training needs assessments. Manage workflow, allocate tasks efficiently, and ensure the team meets service level agreements and deadlines. Oversee the induction and training of new team members. Act as the primary liaison between the internal paraplanning team and the outsourced provider, designing and managing streamlined workflows and communication protocols to ensure a smooth, end-to-end advice process for Advisers. Service Delivery & Quality Assurance Work in close partnership with the Head of Advice to define, implement, and refine the firm's paraplanning standards, processes, and service delivery model. Conduct regular file and report checking to ensure all work meets the firm's high standards of technical accuracy, compliance, and suitability. Act as a technical escalation point for complex paraplanning queries from the team and Advisers. Champion the use of technology and digital tools to enhance team efficiency. Outsourced Partner Management: Establish, monitor, and enforce Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) with outsourced paraplanning partners, ensuring consistent quality, regulatory compliance, and agreed-upon turnaround times (TAT). Technical & Strategic Support Contribute to strategic projects focused on improving the overall advice process. Produce complex suitability reports and technical analysis when required. Maintain a deep understanding of market trends, regulatory changes, and evolving product landscapes to ensure advice is up-to-date. Essential Qualifications & Experience Experience: Proven experience in a Paraplanning role is essential, with preferable experience in leading or supervising a team within a financial advice firm. Technical Qualification: Must hold the Level 4 Diploma in Financial Advice (or equivalent) . Desire to Progress to Chartered status is highly desirable. Skills: Exceptional leadership, coaching, and people management skills. Strong technical knowledge across a broad range of financial planning areas (e.g., Pensions, Investments, Protection, Tax/Trusts). Excellent written and verbal communication skills, with a keen eye for detail. Ability to manage multiple priorities in a fast-paced environment. Advanced MS Excel. To apply please contact Sam at Financial Divisions.

Technical Paraplanner Location: North LondonContract: Permanent Salary: £50,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are recruiting on behalf of a well-established and growing Financial Planning firm in North London for an experienced Technical Paraplanner.This is a key technical role within the business, supporting Financial Planners with complex case preparation, suitability reporting, cashflow modelling, and investment analysis. The firm places a strong emphasis on quality advice, robust processes, and long-term client relationships. Key Responsibilities Produce detailed and compliant Suitability Reports for pensions, investments, protection, and retirement planning Build and maintain cashflow models using Voyant Support advisers with technical research, scenario analysis, and planning strategies Maintain accurate and compliant client records using Intelligent Office Assist with portfolio analysis, fund research, and asset allocation reviews Liaise with advisers, administrators, and providers to ensure smooth case progression Ensure all advice documentation meets FCA and internal compliance standards Candidate Criteria Level 4 Diploma in Financial Planning (minimum) Minimum 3 years' experience in a Paraplanner or Technical Analyst role Strong working knowledge of Voyant Hands-on experience using Intelligent Office Excellent technical knowledge across pensions, investments, and retirement planning High attention to detail with strong written communication skills If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Job Title: Paraplanner Location : Knutsford Basic Salary : Up to 55,000 dependant on experience Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting an established wealth management practice, based in Knutsford, who provide tailored financial planning services to individuals, families, and business owners. The firm specialises in investment planning, retirement and pension advice, mortgages, estate planning, protection solutions, and later-life planning, delivering personalised strategies that reflect each client's goals, responsibilities, and lifestyle. Alongside personal financial planning, the business supports corporate clients with tax-efficient strategies, director and employee protection, and pension guidance. With a relationship-led approach, the practice focuses on building long-term partnerships, offering ongoing support and expert advice to help clients grow, protect, and preserve their wealth over time. You will provide technical support to financial advisers, helping to deliver high-quality financial planning advice to clients. The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice. Analysing client information, researching suitable financial products, preparing cash flow models, and producing detailed financial planning and suitability reports across areas such as investments, pensions, retirement planning, tax planning, and protection. Maintaining accurate client records and assisting with client review processes, ensuring recommendations are well researched, compliant, and aligned with client financial goals. Salary & Benefits: £30,000 - £55,000 dependant on experience Support for undertaking professional exams Flexible / remote working options 28 days annual leave plus bank holidays Additional day off for Birthday Paid sick leave before SSP 5% Employer Contribution - Salary sacrifice NEST Working Hours: Monday - Friday, 9am - 5pm 1 day working from home after probation is passed Responsibilities: Analyse client requirements, develop cash flow models, and maintain accurate client records Research and recommend financial products, creating solutions across investments, retirement, tax, and estate planning. Prepare suitability letters, reports, and all supporting documentation, managing client files throughout the advice process. Process applications and submissions accurately, tracking progress with clients, advisers, and providers. Support client reviews, updating cash flow models, investment performance, and producing relevant reports. Assist colleagues through training, knowledge sharing, and maintaining operational best practices. Liaise with administrators and attend client meetings as needed, responding to queries efficiently. Keep up to date with templates, advice notes, and undertake regular technical training to maintain competence. Skills and experience: Must have: A minimum of 2 years' paraplanning experience working within an IFA or Wealth Management environment Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience Familiar with all major research systems (e.g. analytics / Voyant etc) Experience of the pension transfer market A comprehensive understanding of the Quality of Documentation standards both in advice and compliance Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Desirable: An excellent understanding of SJP's technical platforms Salesforce / My Practice and ibusiness, would be advantageous The ability to manage complex work, including trust work, IHT planning, multi-trusts, EIS, BCT, and ITSEs By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Financial Planner Location: KnutsfordContract: PermanentSalary: £70,000 - £80,000 per annum + bonuses Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Financial Planner to join a Chartered independent financial planning firm based in Knutsford. The firm provides bespoke financial planning advice to individuals, families and business owners, helping clients manage their finances and plan for long-term financial security. As a Financial Planner, you will work closely with clients to understand their financial objectives and provide clear, structured advice across areas such as retirement planning, investments, and tax-efficient wealth management. The role will involve building long-term relationships and delivering tailored financial strategies aligned to each client's goals. Key Responsibilities Provide holistic financial planning advice covering pensions, investments, retirement planning and tax-efficient strategies. Conduct client fact-find meetings to understand financial circumstances and long-term goals. Develop bespoke financial plans and recommendations tailored to individual client needs. Present advice clearly and support clients through implementation of recommendations. Build and maintain long-term relationships with clients. Conduct regular review meetings to ensure financial plans remain aligned with client objectives. Work closely with paraplanners and administrative support teams to deliver high-quality advice. Ensure all client documentation and recommendations meet regulatory standards. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS or equivalent), ideally working towards Chartered status or obtained Proven experience delivering financial planning advice within an IFA or wealth management firm. Experience working with high-net-worth individuals and business owners Strong knowledge of pensions, investments and financial planning strategies. Excellent client relationship and communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Paraplanner Location: TonbridgeContract: PermanentSalary: £40,000 - £50,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. The firm provides independent financial advice to individuals, families, and businesses with a strong emphasis on long-term client relationships and personalised financial planning. As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability reports, helping ensure clients receive clear, compliant, and well-structured financial planning advice. Key Responsibilities Prepare annual suitability reports and financial planning documentation. Conduct detailed research across pensions, investments, and protection solutions. Analyse client information and assist advisers in developing appropriate financial planning strategies. Produce supporting documentation and analysis for client meetings. Work closely with Financial Planners to ensure client recommendations are technically robust and compliant. Liaise with product providers to obtain illustrations, valuations, and technical data. Ensure client records and documentation are maintained accurately. Candidate Criteria Level 4 Diploma in Financial Planning (DipPFS) or equivalent. Proven experience working as a Paraplanner within a financial planning or IFA firm. Strong knowledge of pensions, investments, and financial planning processes. Experience producing suitability reports and supporting financial advisers. Excellent attention to detail and strong technical understanding. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Technical Paraplanner Location: EssexContract: PermanentSalary: £45,000 - £55,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team. Key Responsibilities Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS. Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back-office system is maintained detailing all ongoing actions and workflow. Candidate Criteria Prior experience in Paraplanning role within financial services (3+ years) Level 4 DipPFS qualified or similar with desire to achieve Chartered status Understanding of the advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high-quality output. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

An exciting opportunity has arisen for a Pensions professional looking to build a career in project management, to join a highly successful & collaborative team supporting a wide range of strategic projects across Defined Benefit Pension schemes. This role offers fantastic pathway into Pensions project management. You'll work closely with experienced Project Managers and technical specialists, gaining hands on experience across multiple projects including GMP equalisation, member option exercises, benefit changes, scheme mergers, and wind-ups, while developing key project delivery skills. The Role You'll play a key role in ensuring projects run smoothly and efficiently, providing essential coordination and organisational support across multiple workstreams. Supporting Project Managers in the successful delivery of Pension projects Developing and monitoring project plans, tracking progress and producing updates Coordinating project meetings, agendas, and documentation Maintaining project records, documentation, and audit trails Assisting with budgeting, billing, and quality assurance processes Liaising with clients, internal teams, and third party providers Supporting post project reviews and contributing to continuous improvement initiatives About You This role is ideal for someone who enjoys working in a structured, fast-paced project environment and has strong organisational abilities. Experience working within UK Defined Benefit Pension schemes with exposure to Pensions projects Excellent organisational and planning skills with strong attention to detail The ability to manage multiple tasks and deadlines simultaneously Strong communication skills and the confidence to collaborate with stakeholders An interest in developing a career within project management What's on Offer A clear development pathway into project management and exposure to large scale and complex Pension projects A supportive and collaborative team environment Ongoing training and professional development Please quote 52274 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Job Title: Financial Adviser Location : UK Wide Salary : £100,000 (negotiable + high bonus potential) Ref : 10213 About the Role: Take your advice career to the next level! Are you an experienced Financial Adviser looking for a truly rewarding role with autonomy, strong support, and the ability to grow your earnings significantly? This is your chance to join a well-established, growing financial advice firm where you can bring your own client bank and be rewarded for the value you generate. With a strong focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, the firm offers a modern, client-first environment and a team structure designed to maximize your time advising clients, not admin. What's on offer: Negotiable salary, aligned to your experience and AUM Fully metric-based, non-discretionary uncapped bonus 5% pension contribution Death in Service (DIS) and private medical cover Supportive structure, bring your own admin/paraplanner if desired Strong onboarding and ongoing professional development Skills and Experience: Experienced adviser with an existing client bank / strong business plan Motivated by high earnings and professional growth Committed to providing advice you would be happy to give to your own family Take the next step in your career with a firm that values your expertise, rewards performance, and lets you bring your own clients to a supportive, high-performance environment.

Job Title: Financial Adviser Location : UK Wide Salary : £100,000 (negotiable + high bonus potential) Ref : 10213 About the Role: Take your advice career to the next level! Are you an experienced Financial Adviser looking for a truly rewarding role with autonomy, strong support, and the ability to grow your earnings significantly? This is your chance to join a well-established, growing financial advice firm where you can bring your own client bank and be rewarded for the value you generate. With a strong focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, the firm offers a modern, client-first environment and a team structure designed to maximize your time advising clients, not admin. What's on offer: Negotiable salary, aligned to your experience and AUM Fully metric-based, non-discretionary uncapped bonus 5% pension contribution Death in Service (DIS) and private medical cover Supportive structure, bring your own admin/paraplanner if desired Strong onboarding and ongoing professional development Skills and Experience: Experienced adviser with an existing client bank / strong business plan Motivated by high earnings and professional growth Committed to providing advice you would be happy to give to your own family Take the next step in your career with a firm that values your expertise, rewards performance, and lets you bring your own clients to a supportive, high-performance environment.

We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Senior Paraplanner Location: WarringtonContract: PermanentSalary: £45,000 - £50,000 per annum Start Date: FlexibleContact: .uk Job Description Service Care Solutions are recruiting for a Senior Paraplanner to join an independent financial planning firm based in Warrington. The business is focused on providing clear, straightforward financial advice to individuals and families across Cheshire and the surrounding areas.As a Senior Paraplanner, you will act as the technical lead within the paraplanning function, supporting Financial Advisers with high-quality research, report writing, and financial analysis. You will also provide guidance and mentoring to junior team members, helping ensure advice quality, regulatory compliance, and continuous development within the paraplanning team. Key Responsibilities Prepare complex suitability reports and financial planning recommendations. Conduct detailed research across pensions, investments, protection, and tax planning strategies. Produce cashflow modelling and technical analysis to support client advice. Work closely with advisers to develop appropriate financial planning strategies for clients. Provide technical guidance, mentoring, and training to junior paraplanners. Act as a quality control point for paraplanning output and advice documentation. Support advisers and the wider team with technical expertise on complex cases. Prepare client meeting documentation and supporting analysis. Liaise with product providers to obtain illustrations, valuations, and product information. Candidate Criteria Level 4 Diploma in Financial Planning, ideally working towards Chartered Proven experience working as a Paraplanner within a financial planning firm. Strong technical knowledge across pensions, investments, and financial planning. Experience producing complex suitability reports and technical research. Ability to mentor or support junior members of the team. Experience with cashflow modelling tools and financial planning software. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

We are currently recruiting for a Pensions Consultant to join a specialist firm based in the South East. The team provides consultancy, secretarial, project, and technical services to a wide range of clients, while also supporting internal teams, firm-wide initiatives, and specialist focus groups. This is an exciting opportunity to join a growing team and become involved in a diverse range of projects, working both independently and collaboratively. The successful candidate will have excellent communication and organisational skills, along with experience delivering pension scheme client services. Key Responsibilities Provide consultancy, secretariat, and governance services to a portfolio of clients, building and maintaining strong relationships with clients and stakeholders. Organise Trustee and ad-hoc client meetings, including preparing agendas, meeting packs, reports, and presentations. Draft meeting minutes, document and monitor actions and decisions, and maintain scheme governance documentation and policies. Support Trustee boards in meeting Effective System of Governance (ESOG) requirements and maintain Client Hub services. Manage and support a variety of client and internal projects, ensuring delivery within agreed deadlines and maintaining project plans. Skills & Experience Strong working knowledge of day-to-day pension scheme management. Experience delivering pension scheme client services. Experience in a client-facing relationship management or secretarial role. Knowledge of pension scheme governance requirements. In Return Competitive remuneration package including bonus and profit-sharing payments Private health insurance, life insurance, and income protection Excellent Holiday entitlement Non-contributory pension scheme Full training and study support to support your professional development Please quote 52243 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Financial Adviser Location: EssexContract: Permanent Salary: £70,000 - £80,000 per annum + bonusesStart Date: ASAPContact: .uk Hybrid Working Job Description Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes. Key Responsibilities Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements. Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives. Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools. Build relationships through professional networks, referrals, and digital platforms where appropriate. Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery. Contribute positively to the firm's culture, values, and community-focused initiatives. Candidate Criteria Fully qualified Financial Adviser (Level 4 Diploma minimum). Experience delivering independent financial advice in a regulated environment. Strong client relationship management and communication skills. High standards of professionalism, integrity, and ethical conduct. Experience managing or developing an existing client bank. Confidence using financial planning and cashflow modelling tools. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

This is an excellent opportunity for an experienced Pensions professional who enjoys working in a technical, project-driven environment , delivering large-scale data exercises and helping schemes resolve complex member data challenges. This senior level position sits within a specialist group of technical experts delivering complex projects to Pension schemes and clients. You will need to demonstrate a strong track record of managing multiple project workstreams simultaneously , particularly across large-scale rectification or bulk data exercises , ensuring the right technical solutions are delivered and best practices are followed. Key Responsibilities Deliver Pensions data services including data and benefit audits, data cleansing, and rectification projects, supporting GMP rectification and equalisation initiatives Manage multiple large and complex projects simultaneously , ensuring deadlines and quality standards are met Create and customise bulk tools and technical solutions to analyse and correct Pension scheme data Work collaboratively within a project team while overseeing workstreams and reviewing the work of others Clearly communicate technical Pensions and data issues to clients and stakeholders Contribute to data strategy development and improvement plans for Pension schemes Requirements Strong experience with UK Defined Benefit Pension schemes Proven track record managing large-scale Pension data rectification or bulk exercises Experience in P ension data audits, cleansing, and rectification projects Strong Excel and analytical skills , with an interest in technical or programming solutions Experience delivering projects within a team environment and working closely with stakeholders This role offers the opportunity to work on high-impact Pension projects , helping schemes overcome complex data challenges while contributing to innovative technical solutions within a collaborative specialist team. Please quote 52272 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of processes and client service standards The Opportunity This firm places a strong emphasis on professional development and will provide full on-the-job training where required. They actively support professional qualifications and career progression, with clear opportunities to move into more senior technical roles over time for those who wish to develop further. What's on Offer Basic salary up to £50,000 Excellent bonus structure 5% pension contribution 25 days holiday + bank holidays Group life cover (4x salary) Hybrid working - 2 days in the office, 3 days from home Support with professional development and qualifications About You Previous experience working within a Paraplanning or technical support role in financial planning Strong knowledge of pensions, investments and the financial planning process Excellent report writing and research skills Strong attention to detail and organisational skills A professional and client-focused approach This is an excellent opportunity to join a respected and growing wealth management firm that offers a supportive environment, strong benefits package and genuine long-term career development.