Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Paraplanner- Financial Planning Division: Rathbones Financial Planning Loca click apply for full job details
Jan 27, 2026
Full time
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role Title: Paraplanner- Financial Planning Division: Rathbones Financial Planning Loca click apply for full job details
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Jan 27, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Quick Questions : Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: 22 days holiday plus bank holidays; office closed over Christmas click apply for full job details
Jan 27, 2026
Full time
Quick Questions : Do you have Paraplanning experience? Have you worked in an Independent Financial Advice firm previously? Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team? Benefits: 22 days holiday plus bank holidays; office closed over Christmas click apply for full job details
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Jan 27, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Recommendations to include: Retirement Planning (including transfers and Drawdowns) Investment Planning Protection IHT/Trust planning Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Exchange Street Claims ltd
Woburn Sands, Bedfordshire
A UK-based financial services firm is seeking an experienced IFA administrator. You will prepare client meeting paperwork, conduct product research, and work closely with skilled paraplanners. Candidates should possess over 5 years of experience and have a conscientious attitude towards learning. The position offers a competitive salary of £29,000 - £32,000, extensive benefits, and a hybrid working environment after six months. This firm emphasizes a people-first culture and employee ownership.
Jan 27, 2026
Full time
A UK-based financial services firm is seeking an experienced IFA administrator. You will prepare client meeting paperwork, conduct product research, and work closely with skilled paraplanners. Candidates should possess over 5 years of experience and have a conscientious attitude towards learning. The position offers a competitive salary of £29,000 - £32,000, extensive benefits, and a hybrid working environment after six months. This firm emphasizes a people-first culture and employee ownership.
Financial Planning Administrator Hale Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience essential Financial services experience ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Hale, Cheshire, working Monday Friday, 8:30am 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!
Jan 27, 2026
Full time
Financial Planning Administrator Hale Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a Financial Planning Administrator to provide efficient, friendly, and professional administration support to both clients and IFAs. The Role: In this key role, you will be responsible for supporting the smooth running of our client and adviser services, including: Handling adhoc queries from Advisers, Clients, and Providers Maintaining client files and recording tasks via back-office systems Managing postal activity (incoming and outgoing) Processing new business applications (online and post) Loading and maintaining data on CRM systems Processing Letters of Authority and valuations Liaising with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs, quotes, illustrations, fact sheets, and order projections Booking client review appointments and managing IFA diaries Printing and binding client suitability reports Administering client investment funds and constructing portfolios Updating IFAs and clients on the progress of new business cases Maintaining all client policy data and associated income expectancies Processing client withdrawals as required Skills & Attributes: Excellent oral and written communication skills Strong administrative and organisational skills with high accuracy Proficient in keyboarding and data entry Attention to detail and commitment to quality Flexible, adaptable, and a strong team player Ability to build effective working relationships at all levels Experience & Knowledge: Previous administration experience essential Financial services experience ideal Experience working within defined service standards, policies, and procedures Demonstrated commitment and longevity in previous roles Good knowledge of Microsoft Office Understanding of financial products and regulatory requirements advantageous Proven track record in delivering excellent client satisfaction What We Offer: Salary: Negotiable, depending on experience Benefits: Death in Service Cover (4 x salary), 6% employer pension contribution, PHI long-term sickness cover (75% of salary) Holidays: 25 days + bank holidays, increasing by 1 day per year up to a maximum of 30 days Study support for industry-related qualifications Office-based role in Hale, Cheshire, working Monday Friday, 8:30am 5:00pm If you are a dedicated administrator with a passion for delivering excellent client service, we would love to hear from you!
Client Delivery Lead (Financial Services Administrator) 12 Month Fixed Term Contract Hybrid working -Home+ Edinburghoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team on a 12 month fixed term contract.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving yourcareer goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 27, 2026
Full time
Client Delivery Lead (Financial Services Administrator) 12 Month Fixed Term Contract Hybrid working -Home+ Edinburghoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team on a 12 month fixed term contract.In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committeeworks hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving yourcareer goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
TEMPLEGATE RECRUITMENT LIMITED
Cardiff, South Glamorgan
Quick Questions : Do you have Paraplanning experience? Do you have experience using Intelligent Office and FE Analytics? Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits : Contributory pension scheme (with salary exchange) Non-contributory death in service cover Non-contributory income protection scheme Private medical insurance (after a 6-month qualifying period) 33 days holiday, click apply for full job details
Jan 26, 2026
Full time
Quick Questions : Do you have Paraplanning experience? Do you have experience using Intelligent Office and FE Analytics? Are you looking for a hybrid full time Paraplanner role in Cardiff? Benefits : Contributory pension scheme (with salary exchange) Non-contributory death in service cover Non-contributory income protection scheme Private medical insurance (after a 6-month qualifying period) 33 days holiday, click apply for full job details
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
Jan 26, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
Paraplanner (Part-time or Full time) Location - Alderley Edge, Cheshire (SK9) Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire click apply for full job details
Jan 26, 2026
Full time
Paraplanner (Part-time or Full time) Location - Alderley Edge, Cheshire (SK9) Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire click apply for full job details
Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time click apply for full job details
Jan 25, 2026
Full time
Paraplanner - from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures-and you still get home on time click apply for full job details
An established and growing financial planning firm is seeking an experienced IFA Administrator to support their adviser team in delivering high-quality service to clients across the UK. The Opportunity This role will suit someone with a strong background in financial planning administration who is looking to join a progressive, client-focused firm. The successful candidate will be responsible for managing new business processing, preparing review packs, handling provider communications, and maintaining accurate client records, all while ensuring compliance with internal procedures and FCA requirements. Key Responsibilities Client Administration & Processing: Process new business submissions from end to end, ensuring accuracy, compliance, and timely completion Draft and track Letters of Authority; liaise with providers to obtain product and policy information Prepare annual review packs and portfolio reports using Intelliflo Office Generate and issue invoices as required Maintain detailed client records and workflows across platforms Operational Administration: Carry out a range of back-office administrative tasks in line with defined business processes Handle post, manage correspondence, and ensure accurate document storage in line with GDPR Support advisers with day-to-day admin and operational tasks Identify and suggest improvements to workflows and service delivery Team & Business Support: Provide cover and collaborate with team members to ensure smooth daily operations Support with internal audits, compliance reviews, and business projects Contribute to a positive, high-performing team environment Candidate Profile Previous administration experience within financial services or another regulated environment is preferred Familiarity with Intelliflo Office or similar back-office systems is desirable Strong organisational and time-management skills with the ability to meet multiple deadlines Exceptional attention to detail and accuracy Clear and professional communication skills, both written and verbal Proficient in Microsoft Office and confident in learning new systems A proactive, helpful, and solutions-focused approach to work Knowledge of FCA expectations and data protection requirements Additional Desirable Experience Experience with Dynamic Planner, Genovo, cashflow tools, or platform providers Previous involvement in supporting financial advisers or paraplanners Salary & Benefits £35,000 - £45,000 depending on experience Supportive and collaborative team environment Opportunities for further development and training Modern systems and streamlined workflows Flexible working arrangements available depending on location
Jan 25, 2026
Full time
An established and growing financial planning firm is seeking an experienced IFA Administrator to support their adviser team in delivering high-quality service to clients across the UK. The Opportunity This role will suit someone with a strong background in financial planning administration who is looking to join a progressive, client-focused firm. The successful candidate will be responsible for managing new business processing, preparing review packs, handling provider communications, and maintaining accurate client records, all while ensuring compliance with internal procedures and FCA requirements. Key Responsibilities Client Administration & Processing: Process new business submissions from end to end, ensuring accuracy, compliance, and timely completion Draft and track Letters of Authority; liaise with providers to obtain product and policy information Prepare annual review packs and portfolio reports using Intelliflo Office Generate and issue invoices as required Maintain detailed client records and workflows across platforms Operational Administration: Carry out a range of back-office administrative tasks in line with defined business processes Handle post, manage correspondence, and ensure accurate document storage in line with GDPR Support advisers with day-to-day admin and operational tasks Identify and suggest improvements to workflows and service delivery Team & Business Support: Provide cover and collaborate with team members to ensure smooth daily operations Support with internal audits, compliance reviews, and business projects Contribute to a positive, high-performing team environment Candidate Profile Previous administration experience within financial services or another regulated environment is preferred Familiarity with Intelliflo Office or similar back-office systems is desirable Strong organisational and time-management skills with the ability to meet multiple deadlines Exceptional attention to detail and accuracy Clear and professional communication skills, both written and verbal Proficient in Microsoft Office and confident in learning new systems A proactive, helpful, and solutions-focused approach to work Knowledge of FCA expectations and data protection requirements Additional Desirable Experience Experience with Dynamic Planner, Genovo, cashflow tools, or platform providers Previous involvement in supporting financial advisers or paraplanners Salary & Benefits £35,000 - £45,000 depending on experience Supportive and collaborative team environment Opportunities for further development and training Modern systems and streamlined workflows Flexible working arrangements available depending on location
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
Jan 23, 2026
Full time
Part Time Paraplanner / Trainee Financial Adviser Financial Advice Business Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships click apply for full job details
Overview "This is Manchester. We do things differently here" (Tony Wilson). This Manchester financial planning business is the epitome of different. A traditional IFA practice it ain't. Due to growth they're looking for a senior pension administrator to provide a first class service to their clients post-sale. This is a hands on, relationship heavy role that entails being a subject matter expert, trainer and all round go-to person at the firm. It comes with a starting salary of up to c£35,000. There's a bonus scheme for the referrals you'll pick up. There's a company bonus scheme. They're even building a wealth creation scheme i.e. equity. So whilst your salary will start with a 3 your income will start with a 4 (or even a 5). Plus there are lots of ongoing internal opportunities to advance. Benefits DIS x 4 Private Health Care 25 days holiday (this increases with service) Pension (up to 8% contribution) Ad-hoc bonuses for hitting company milestones Not bad, eh? What you'll do You'll train/support two other junior administrators on your team and oversee training for new hires. You'll be responsible for managing the relationship with the client through to completion of the case, meaning your soft skills will come on no end. You'll also initiate the transfers, handle complex cases and answer queries for clients and colleagues alike. The Company This is a firm with a clear mission. To give great financial planning advice whether someone has £20,000 or £250,000. Trustpilot and VouchedFor will show you they're succeeding with that. The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away. They've also brought in over £100m AUM in the last 12 months. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that you'll have the support of many other brilliant, helpful people. Here's what you'll need You'll need admin experience within financial planning. The firm is thinking more IFA/financial planning experience than provider, but they're an open-minded bunch. You'll have a solid grounding in pensions (particularly pension consolidation). Knowledge of the Aviva platform would be ideal; knowledge of other platforms is key if not. As a client facing role you'll have great communication skills. And you'll enjoy mentoring others. You'll be motivated by working for a firm with a mission. It is a young, energetic, vibrant outfit and that will be important to you too. You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - Different good or different bad? Click apply to find out. If you don't have a CV don't worry - we can come to that later. Everyone will receive a reply.
Jan 23, 2026
Full time
Overview "This is Manchester. We do things differently here" (Tony Wilson). This Manchester financial planning business is the epitome of different. A traditional IFA practice it ain't. Due to growth they're looking for a senior pension administrator to provide a first class service to their clients post-sale. This is a hands on, relationship heavy role that entails being a subject matter expert, trainer and all round go-to person at the firm. It comes with a starting salary of up to c£35,000. There's a bonus scheme for the referrals you'll pick up. There's a company bonus scheme. They're even building a wealth creation scheme i.e. equity. So whilst your salary will start with a 3 your income will start with a 4 (or even a 5). Plus there are lots of ongoing internal opportunities to advance. Benefits DIS x 4 Private Health Care 25 days holiday (this increases with service) Pension (up to 8% contribution) Ad-hoc bonuses for hitting company milestones Not bad, eh? What you'll do You'll train/support two other junior administrators on your team and oversee training for new hires. You'll be responsible for managing the relationship with the client through to completion of the case, meaning your soft skills will come on no end. You'll also initiate the transfers, handle complex cases and answer queries for clients and colleagues alike. The Company This is a firm with a clear mission. To give great financial planning advice whether someone has £20,000 or £250,000. Trustpilot and VouchedFor will show you they're succeeding with that. The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away. They've also brought in over £100m AUM in the last 12 months. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that you'll have the support of many other brilliant, helpful people. Here's what you'll need You'll need admin experience within financial planning. The firm is thinking more IFA/financial planning experience than provider, but they're an open-minded bunch. You'll have a solid grounding in pensions (particularly pension consolidation). Knowledge of the Aviva platform would be ideal; knowledge of other platforms is key if not. As a client facing role you'll have great communication skills. And you'll enjoy mentoring others. You'll be motivated by working for a firm with a mission. It is a young, energetic, vibrant outfit and that will be important to you too. You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - Different good or different bad? Click apply to find out. If you don't have a CV don't worry - we can come to that later. Everyone will receive a reply.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Jan 23, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
Jan 23, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity: The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your ski click apply for full job details
Jan 23, 2026
Full time
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity: The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your ski click apply for full job details
Premier Jobs UK Limited
Bromsgrove, Worcestershire
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details
Jan 22, 2026
Full time
Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
Jan 21, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
Jan 21, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
