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Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £35,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.

Paraplanner - £40,000-£45,000 + Bonus - York Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm?Our client, a well-established national wealth management business, is expanding its technical team and is looking for a skilled Paraplanner to support a group of Financial Advisers working with high-net-worth clients. This is a fantastic opportunity to join a supportive firm offering long-term development, professional qualifications, and clear progression opportunities. What's in it for you? £40,000-£45,000 salary (depending on experience) Discretionary annual bonus Hybrid working (office-based for first 3-6 months, then hybrid) 35-hour working week 25 days holiday + bank holidays + additional days with service (up to 30) Private Medical Insurance Enhanced maternity, paternity, and sick pay Income Protection & Death in Service Matched pension contributions Annual salary review Employee benefits & rewards platform Funded support towards Level 6 qualifications Genuine long-term career progression The Role You will provide high-quality technical support to 2-3 advisers, working on a variety of complex financial planning cases. Your work will help shape client recommendations across investments, pensions, estate planning, tax-efficient strategies and more. Key Responsibilities: Producing compliant, well-structured suitability reports Detailed product, fund and provider research Collaborating with advisers to understand client objectives Preparing cashflow modelling and scenario analysis Maintaining accurate client files to FCA standards Liaising with providers and third parties for information Identifying planning opportunities and supporting best practice Assisting in improving internal systems and processes About You We're looking for someone who is: Level 4 Diploma qualified in Financial Planning (essential) Experienced in paraplanning within a financial planning/wealth management environment Highly organised with exceptional attention to detail Strong in written communication and able to produce clear, client-friendly documents Confident using Intelliflo (iO) (essential) Familiar with tools such as FE Analytics, Selectapension, AssureWeb, and major investment platforms Proactive, professional, and eager to continue personal development Systems Experience (Desirable): Investment Platforms: Parmenion, Fidelity, Abrdn, Aviva, Transact, Hubwise Cashflow Software: iO Planning FE Analytics, Selectapension, AssureWeb/Exchange Microsoft Office: Excel, Word, Outlook, Teams Apply today for more information.

Location: Billericay / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £60,000 (depending on experience) About the company We're working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people's lives. Their culture is built on values of authenticity, warmheartedness and integrity -they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners , offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes , raising significant funds for: Community projects Financial education initiatives Local nature and environmental programmes This is a firm with purpose, heart and ambition-and paraplanners are truly valued as technical experts. The role Based in their Billericay office - one of their smaller high street location hubs, currenely with two Advisers, a Paraplanner and two Client Service Administrators/Financial Planning Administrators. You'll be fully embedded in the advice process and have full administrative support from the dedicated IFA Administrators, allowing you to focus on technical and analytical work. What's on offer Salary from £40,000 and up to £60,000 (DOE) 25 days holiday + option to buy 5 more 2 days WFH after probation 1 paid community involvement day per year Pod structure with 2 advisers Dedicated admin support Full study and progression support (including Chartered) Values-led culture with real purpose and community impact Key responsibilities Write high-quality, independent suitability reports Conduct whole-of-market product and fund research Undertake complex client analysis, including: CGT assessments IHT evaluations Support advisers in designing and delivering financial plans Prepare and structure annual reviews Interpret legislation and ensure compliance What this role requires Strong paraplanning experience with a solid understanding of the advice process Diploma qualified (or equivalent) Ambition to achieve Chartered status (fully supported) Excellent attention to detail and analytical ability Proactive team player who enjoys collaboration If this role and company align with what you are looking for, please apply

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

The Role: I am recruiting a Trainee Financial Adviser on behalf of Philip James Independent Financial Advice, a highly regarded IFA, based in Burford, Oxfordshire (OX18). The Opportunity: Working closely with the Director and Principal Adviser, this role provides an exceptional opportunity to learn to become a trusted independent financial adviser . You will attend client meetings from the outset (both on-line and face-to-face), taking notes and following up on action points arising. The work is generally not technically complex and paraplanning is straightforward (average clients have £250k assets under management) but exceptional client relationship management skills are key, with the ability to listen, build trust and deliver an exceptional service. You will receive the support required to become Diploma qualified (if you are not already) and, as your skills and experience develop, the opportunity to become a Chartered Financial Adviser. We expect the successful Trainee Financial Adviser to work alongside the Director (in Burford, OX18), until you have the confidence to work remotely, and then join him in the office for client meetings, once or twice a week. You will also enjoy the support and collaboration of a team 3 Advisers and 3 Support staff, who work remotely, but meet together on a monthly basis. The Person: We are keen to consider candidates who have worked in a financial advisory environment (perhaps as a Client Relationship Manager, Financial Planning Assistant or a Paraplanner) and are keen to progress into advising. We are also happy to consider career changers, who have gained a wealth of experience in a professional services environment and who have demonstrated a commitment to becoming a Financial Adviser, by working towards or completing the Diploma in Financial Planning (Dip PFS) or equivalent. The successful Trainee Financial Adviser will be intelligent, keen to learn, proactive, organised and detail orientated, with exceptional customer service skills. They will be a great listener who is emotionally intelligent, caring and passionate about making a difference to peoples' lives. Salary and Benefits: up to £50,000 (dependant on experience) + generous benefits package including hybrid working (once established, 1-2 days a week in the office), 25 days holiday + bank holidays, company pension, continued professional development and support (practical and financial) in becoming Chartered etc. The Company: Philip James Independent Financial Advice was established in 2011 and has grown to become a highly successful, directly authorised IFA business, with core values of Inclusion, Freedom, Integrity, Kindness and Simplicity. They are highly regarded and a VouchedFor Top Rated Advice Firm, who provide an ethical, personal, straightforward and trusted service to over 500 clients, with some £150m of funds under advice. Trainee Financial Adviser , responsibilities include: Attend client meetings with the Director, both on-line and face-to-face, with existing and prospective clients, supporting with delivering an exceptional financial advisory service. Maintain and develop strong client relationships. Follow up on all action points arising from the client meetings, coordinating the administrative team and providers and updating clients accordingly. Maintain records of client reviews and current and future actions required e.g. specific actions to ensure ISA and pension allowances are used tax-effectively. Prepare recommendations, new business submissions and suitability reports. Assist with research, due diligence and regular reviews of the advice model and other compliance functions. Diary and email management, arranging reviews, meetings and calls. General administration and client liaison as required. Trainee Financial Adviser , skills and experience required: Part or fully level 4 Diploma qualified (DipPFS or equivalent), intelligent, keen to learn and to progress to Chartered status. A minimum of 2 years' experience gained in a financial advisory environment (perhaps as a Client Relationship Manager, Financial Planning Assistant, Paraplanner) OR a wealth of experience gained in a professional services environment, with a demonstrable commitment to transitioning into financial advice. A skilled client relationship builder with exceptional interpersonal skills, who is caring, trustworthy, diplomatic and emotionally intelligent. Professional appearance, confident manner and exceptional communication skills, both verbal and written. A proactive, team player who is also capable and confident working independently. Analytical with excellent administrative and organisational skills and a keen eye for detail. Based within a commutable distance of the Director's office in Burford (OX18). Your own car and full driving license. Dawn O'Shea is recruiting the Trainee Financial Adviser directly on behalf of Philip James IFA so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted by telephone in the first instance to discuss the role and your requirements.

Job Title : Paraplanner Salary : £ 40,000- £45,000 (Depending on experience). Location : Preston Full-time : Monday - Friday. Reference Number : 10215 Overview: I am supporting a growing, reputable IFA (Independent Financial Adviser) practice in Preston with an excellent opportunity for an Accomplished Paraplanner If you have experience in Financial Planning and are looking for a new challenge in a supportive and dynamic team environment, they would love to hear from you. What you can expect: £40,000 - £45,000 per year (dependent on qualifications and experience). Study support towards full diploma & Chartered status. 25 days holiday plus bank holidays. Company pension scheme. Supportive working environment. And much more! Key Skills and Requirements: Minimum of 2 years of experience working within the Financial Planning/Wealth management industry as a paraplanner. Strong working knowledge of financial services products, including Pensions, Investments, ISAs, and Protection policies. Excellent communication skills, both written and verbal. Highly organised with the ability to work to deadlines and manage your own workload effectively. A team player, with a willingness to assist colleagues when needed. Previous experience in writing suitability reports is essential. If not already qualified to Diploma level, you will need to be part-qualified or motivated to progress further. Job Duties: 1. Produce professional suitability reports tailored to individual clients. 2. Prepare file documentation for meetings and assist with existing business administration. 3. Conduct specific product, provider, and fund research. 4. Assist administrators during busy periods, ensuring smooth team coordination. 5. Handle other administrative duties, including: About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Preston on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

a text-decoration: none; color: ; tr th, tr td border: 1px solid ; tr th background-color: ; Advice Trainer Salary: Up to £75,000 + Hybrid Working A highly respected financial planning organisation is seeking an experienced Advice Technical Trainer to strengthen the capability and confidence of its advisory teams. This role sits at the centre of the firm's learning culture, supporting advisers, paraplanners and technical specialists to deliver consistently high-quality client outcomes. About the Organisation This business believes great advice comes from great people. Professional development, knowledge sharing and continuous improvement are embedded throughout the organisation. Employees are encouraged to advance their technical expertise, challenge themselves professionally and contribute to a culture where learning drives both personal growth and exceptional client service. The firm invests heavily in training, qualifications and coaching to ensure all advisers and technical colleagues remain confident, capable and aligned with regulatory expectations. The Opportunity The Advice Technical Trainer plays a pivotal role in enhancing the technical capability of the advisory community. You'll deliver engaging training, practical coaching and structured development programmes that build knowledge, confidence and strong professional standards. Working closely with advisers, paraplanners and internal specialists, you'll help ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality financial advice. This is an ideal role for someone who loves developing people, sharing expertise and raising professional standards across a growing organisation. Key Responsibilities Deliver engaging training sessions across core financial planning areas: pensions, investments, tax planning, protection and estate planning Support structured induction programmes for trainee advisers, qualified advisers and paraplanners Facilitate workshops, webinars and CPD learning sessions Design high-quality training materials including presentations, case studies and e-learning content Keep all training content aligned with the latest regulation, legislative changes and industry best practice Provide coaching, mentoring and constructive feedback to support individual development Work alongside compliance, technical and risk teams to identify learning priorities Deliver targeted training following audits, regulatory updates or identified knowledge gaps Contribute to a culture focused on strong technical standards and excellent client outcomes What We're Looking For Strong technical knowledge across key financial planning disciplines Level 4 Diploma qualified Experience delivering training, coaching or mentoring within financial services Ability to communicate complex technical topics clearly and confidently A passion for developing people and raising professional standards Strong presentation, facilitation and relationship-building skills hy Apply? Shape the development of advisers, paraplanners and support teams Join an organisation that genuinely values learning, expertise and continuous improvement Make a meaningful impact on advice quality and professional standards Competitive salary and benefits package Modern, collaborative hybrid working environment Apply Now This is an excellent opportunity for a technically strong, Level 4 qualified professional who enjoys building training programmes, presenting, mentoring and helping people grow in their careers. I'm looking to engage with individuals who have experience designing and delivering both technical and soft-skills training to Financial Advisers, Paraplanners and wider support staff. If you're passionate about developing others and raising advice standards in a forward-thinking organisation, I'd love to hear from you.

A highly respected wealth management firm based in St Albans is looking to appoint a Chartered Financial Adviser to join its close-knit and collaborative team. This is a rare opportunity to inherit an established client bank, allowing the successful candidate the time to properly embed themselves within the business, understand the firm's advice philosophy and build long-term relationships with clients. The Role You will work as part of a collaborative team alongside experienced Paraplanners and Financial Administrators, overseeing and developing an existing portfolio of clients while delivering high-quality holistic financial planning. Investment Philosophy The firm follows a disciplined, evidence-based investment approach, working closely with Dimensional Fund Advisors. The focus is on long-term financial planning and portfolio construction rather than short-term active fund selection. Clients • Typical client portfolios range from £250k - £3m AUM • Strong emphasis on long-term client relationships and ongoing advice Working Pattern • St Albans based firm • Hybrid working available (0-3 days in the office once established) Package • £70,000 basic salary • Discretionary bonus linked to company performance Requirements • Chartered Financial Planner (CII) • Strong financial planning and relationship management skills • A team-focused adviser who is also comfortable working independently This is an excellent opportunity for a Chartered Adviser who values quality advice, collaborative working and long-term client relationships. Please contact Jo at Financial Divisions for a confidential chat.

Salary to £65,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for people who are passionate about great client service to join this National Advisory Firm and one of the largest Investment companies in the world.If you would like a role whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market we want to hear from you.The role: The Financial Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks. You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered. Manage a portfolio of clients (90 - 100) and maintain recurring income stream. Deliver high quality financial planning remotely and achieving required quality standards on a consistent basis. Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships. Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures. Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile. Build links with the clients' other professional advisers to help the client meet their needs. Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues. You must be a minimum Level 4 qualified and have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Sheffield regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Are you an exceptionally organised, detail-driven professional who thrives in a fast-paced environment? Do you enjoy being the central point of coordination that keeps a team running smoothly? If you're looking to build a long-term career in financial services, this is a brilliant opportunity to step into a pivotal role with genuine progression potential. We're recruiting on behalf of a respected and growing financial-services firm seeking a Business Manager to support advisers, paraplanners, and clients across the business. This is a varied, people-focused role where no two days look the same - perfect for someone who loves responsibility, problem-solving, and making things happen. Why this role stands out You'll become a key part of the advice process, supporting advisers and clients directly You'll gain exposure to all areas of financial planning and wealth management You'll be encouraged to work towards a Level 4 financial advice qualification You'll join a supportive team that values initiative, accuracy, and strong communication What you'll be doing You'll play a central role in ensuring clients receive a seamless, professional service. Your responsibilities will include: Client Coordination & Review Management Identifying clients due for review and arranging appointments Preparing and maintaining client files Gathering missing information and ensuring data is accurately uploaded to Intelliflo Case Management & Administration Supporting advisers with new business applications Liaising with providers, lenders, and clients to progress cases Uploading documents, chasing outstanding information, and ensuring nothing stalls Operational Support Managing the central diary and booking internal meetings Handling incoming calls and enquiries Greeting clients and preparing meeting rooms Sorting daily post and managing secure data storage Ongoing Client Servicing Processing top-ups, withdrawals, and platform transactions Monitoring transfers, claiming fees, and investing client monies Preparing annual review packs and supporting paraplanners with compliance submissions What we're looking for Experience in financial services as a IFA Administrator A genuine interest in UK financial planning and wealth management Outstanding organisation skills and meticulous attention to detail Confident communicator who builds strong relationships with ease Strong written skills and the ability to work under pressure A proactive mindset and willingness to learn Education & Development An undergraduate degree (or equivalent) is desirable, but the standout factor is your attitude and ambition. You'll be supported to work towards a Level 4 financial advice qualification , opening the door to future progression within the firm. Ready to take the next step? If you're looking for a role where you can grow, contribute, and become an integral part of a professional financial-services team, we'd love to hear from you. Apply today and start building your future.

Senior IFA Administrator/Junior Paraplanner Job description Overview: An excellent opportunity for a Senior IFA Administrator / Junior Paraplanner has arisen to join a small reputable IFA practice in Preston. Key Skills: You will need to have worked within the Financial Services industry for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA's and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required. If not already qualified to diploma level, should be part qualified or keen to progress further. Experience using Intelligent Office and Selectapension would put candidates at an advantage. Key responsibilities and accountabilities: Produce professional suitability reports Tailoring suitability letters to individual clients Responsible for file preparation for meetings and existing business administration Provide specific product, provider and fund research Assisting administrators during busy periods and working in a team environment. Other administrative duties include: Submit new business applications Produce quotations Deal with providers Deal with clients Chase outstanding pipeline cases Chase outstanding fees Hours: Mon- Friday 37.5 hours to be arranged Job Types: Full-time, Permanent Salary: £27,000 - £35,000.00 per year (dependent upon qualifications & experience) Hols: 25 days plus bank holidays Benefits: Company pension Schedule: Monday to Friday

A highly regarded and well-established wealth management firm based in Godalming is seeking a Financial Planning Administrator to join its growing team. With over 20 years of success, the business provides holistic advice to a broad client base including local families, retirees, and high-net-worth individuals, with investable assets typically ranging from £100k to £1m+, and some exceeding £2m. Following a strong period of growth and increased new business, the firm is looking for an organised and proactive administrator to support its advisers and paraplanners across the full client journey. This is an excellent opportunity to join a stable, friendly business with a strong reputation and long-standing client relationships across Surrey, Hampshire, and London. The role will involve onboarding new clients, gathering personal and financial information, preparing letters of authority and valuations, conducting AML checks, liaising with product providers, and ensuring all documentation is in place ahead of client meetings. You will gain exposure to a variety of platforms including Quilter, Aviva, Elevate, Standard Life Wrap, and Transact, and work closely with experienced advisers and paraplanners. Experience using Intelligent Office would be highly advantageous, although training can be provided. The firm is keen to support professional development and offers study support for relevant financial services qualifications. The package includes a salary of £30,000 to £38,000 depending on experience, a bonus scheme, 25 days holiday, pension contribution, and additional benefits including death-in-service and income protection. The office offers accessible parking and a supportive, team-oriented working environment. This is a great opportunity for an administrator looking to build a long-term career within financial planning in a business that genuinely values its staff and clients alike. If you are looking for a role with career progression, a supportive team, this is an excellent opportunity. Contact Sam at Financial Divisions.

Paraplanner - Independent Financial Planning Firm Location: Leeds Salary: Up to £40,000 + Bonus + Excellent Benefits Contract: Permanent, Full-Time Are you an experienced Paraplanner looking to join a growing, forward-thinking financial planning firm where your expertise will genuinely make an impact? We're recruiting on behalf of an established independent financial planning business with multiple regional offices and a reputation for delivering high-quality, personalised advice. If you're passionate about technical financial planning, analytical by nature, and thrive in a collaborative environment-this could be the perfect next step. The Role As a Paraplanner, you'll work closely with Financial Planners to support them in delivering exceptional client outcomes. This is a varied, technical role where you'll be involved in everything from analysis and research to producing detailed reports and supporting the wider client journey. Your key responsibilities will include: Preparing high-quality, compliant suitability reports Conducting complex technical analysis (CGT, IHT, cashflow modelling, pensions & investments) Completing product and market research to support advice recommendations Supporting advisers and administrators with technical queries Maintaining accurate records within the back-office system Ensuring compliance with FCA regulations, Consumer Duty and internal processes Managing workload effectively and contributing to an excellent client experience About You We're looking for someone who is: Experienced in a Paraplanning or similar technical role within Financial Services Highly organised with strong attention to detail A clear and confident communicator, both written and verbal Analytical, proactive and comfortable working across complex financial scenarios Able to build strong relationships within a team environment Professional, ethical and committed to ongoing personal development Desirable: Working towards or holding the Level 4 Diploma in Regulated Financial Planning (or equivalent) What's on Offer? Salary up to £40,000 (DOE) Discretionary annual bonus 26 days annual leave + bank holidays 6% employer pension contribution (salary sacrifice available) 4x salary life assurance cover Health Cash Plan Hybrid working - split between office and home A supportive, values-driven culture focused on development and professional growth This organisation is growing year-on-year and offers genuine long-term progression for those who want it. Apply Today If you're an experienced Paraplanner looking to join a modern, supportive and growing financial planning firm, we'd love to hear from you.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

A boutique, forward-thinking wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join its growing team. This is an ideal opportunity for an experienced paraplanner who is ready to transition into a fully client-facing advisory role. You'll work closely with senior planners, gain exposure to high-net-worth clients, and follow a clear development pathway toward becoming a Senior Wealth Planner. The environment is collaborative, ethical and highly focused on delivering exceptional client outcomes. Key Responsibilities • Support holistic financial planning across pensions, investments, tax and estate planning • Join client meetings and progressively build your own advisory responsibilities • Conduct technical research and prepare high-quality suitability reports • Work alongside senior advisers and support teams to deliver an excellent client experience About You • Level 4 Diploma in Financial Planning (minimum requirement) • Strong paraplanning experience within an IFA or financial planning firm • Ambition to build long-term client relationships as a planner • Confident communicator with a client-first mindset What's On Offer • Salary up to £55,000 depending on experience • Structured progression path toward Senior Wealth Planner status • Full study support toward Chartered • Access to an established client base and internal referrals • Supportive, collaborative working culture with genuine long-term opportunity If you're ready to step into a planning role with real development potential, please send your CV to Jo at Financial Divisions or get in touch for a confidential discussion.

A well-established, forward-thinking financial planning firm near Uckfield is seeking a Senior Paraplanner to join its growing team. This is a fantastic opportunity for an experienced paraplanner who enjoys a role with real variety, responsibility, and client interaction. Unlike many paraplanning positions, this role is more client-facing. You'll attend selected client meetings, collaborate closely with Financial Planners, carry out detailed research, and produce accurate, well-structured suitability reports. You will play a key part in delivering an exceptional client experience and ensuring advice is supported by strong technical insight. We're looking for: An experienced Paraplanner with strong technical knowledge Level 4 Diploma qualified (or close to), with progression toward Chartered welcomed Confident communicator who is happy to join client meetings when required Someone organised, proactive and able to produce high-quality written work What's on offer: Salary between £50,000 - £60,000 depending on experience and qualifications Pension scheme Private medical insurance Income protection and death in service Support for further study and professional development A modern, flexible office environment designed to promote wellbeing A highly supportive, professional team culture The role is primarily office-based, with some flexibility around working hours to support work-life balance. The location offers easy access to shops, cafés and transport links, making it a great setting for someone who enjoys working in a vibrant local community. This is an excellent opportunity to join a progressive business that values its people, promotes continuous improvement, and encourages new ideas. To apply or request the full job specification, please contact Jo at Financial Divisions.

Pensions & Investments Administrator Location: Burnley Area / Two days WFH Salary: Up to £30,000 Are you an experienced Financial Services Administrator looking to join a supportive and growing team? This is an excellent opportunity to play a key role in supporting Financial Advisers while delivering a first-class service to clients. Benefits Life insurance Company pension Free onsite parking Company events Supportive team environment The Role As a Pensions & Investments Administrator, you will provide essential support to Advisers, helping to ensure clients receive a seamless and professional experience. This is a varied role where organisation, attention to detail, and client service are key. Key Responsibilities Acting as a point of contact for clients via phone, video, and face-to-face interactions Responding to client queries in a professional and timely manner Providing administrative support to Advisers and the wider office Preparing and coordinating Annual Reviews Drafting correspondence to clients and providers Ensuring all client files and systems are accurate and fully compliant Supporting Paraplanners and assisting with wider team tasks Processing new business applications and managing existing client requests Preparing new client packs and documentation Collating plan information from new enquiries Managing Adviser diaries, including scheduling and logistics Maintaining and updating client records on internal systems Using platforms such as XPLAN, Dynamic Planner, and provider portals About You Minimum 2 years' experience in Financial Services administration Proven experience in pensions administration Strong knowledge of pensions and investment products Excellent organisational skills and attention to detail Confident communicator with a professional manner Ability to manage multiple tasks and deadlines effectively Comfortable using back-office systems and Microsoft Office Why Apply? This is a fantastic opportunity to join a well-established firm where you'll be a valued part of the team. You'll gain exposure to a wide range of financial planning processes while working in a collaborative and professional environment. Apply today via NJR Recruitment or call quoting the reference NJR16572 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Trainee Paraplanner Leeds £30,000 - £35,000 NJR are thrilled to be currently representing a well established firm of Chartered Financial Advisers, who are seeking an ambitious and Trianee Paraplanner to join their dynamic and ever growing business. What's in it for you? Hybrid Working 25 Days Holiday + Bank Holidays Enhanced Pension Scheme Free Parking Private Medical Insurance Death in Service Cover Personalised Development Plan Ongoing training Full study support Lots of team/social events With hybrid working out of their offices based in Leeds, you will be supporting the Financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities: Identify and obtain information necessary to compile financial cash flow forecast Managing the research & analysis of financial products to meet client's requirements Assisting with any FCA related Issues Compiling financial planning reports Monitor client portfolios Drafting letters of advice on behalf of the planners Prepare file documentation prior to account opening Act as main point of contact and deal effectively with queries Build strong relationships with clients and attend occasional client meetings The successful candidate will need to have previous experience working in financial planning - preferably within an Independent Financial Services environment. You will also ideally working towards the Level 4 qualification as well as having solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants quoting REF: NJR16533