Paraplanner Stansted Mountfitchet £40,000 - £55,000 (depending on experience) Hybrid working (Monday and Friday from home) Client Overview This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team. Paraplanning is seen as a core part of the advice process,. You'll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience. This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey. Role Details Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research. Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives. Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly. Contributing to holistic financial planning strategies using whole-of-market research. Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared. Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment. Benefits / Details £40,000 - £55,000 salary depending on experience. Hybrid working with Mondays and Fridays from home. 25 days holiday, 5% pension, private medical, critical illness and death-in-service cover. Full exam support through to Chartered status. Clear progression into an Adviser role for those who want that long term. If this sounds like the right kind of role and culture for you - please apply.
Mar 20, 2026
Full time
Paraplanner Stansted Mountfitchet £40,000 - £55,000 (depending on experience) Hybrid working (Monday and Friday from home) Client Overview This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team. Paraplanning is seen as a core part of the advice process,. You'll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience. This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey. Role Details Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research. Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives. Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly. Contributing to holistic financial planning strategies using whole-of-market research. Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared. Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment. Benefits / Details £40,000 - £55,000 salary depending on experience. Hybrid working with Mondays and Fridays from home. 25 days holiday, 5% pension, private medical, critical illness and death-in-service cover. Full exam support through to Chartered status. Clear progression into an Adviser role for those who want that long term. If this sounds like the right kind of role and culture for you - please apply.
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi
Mar 20, 2026
Full time
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi
Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing pension transfers and investment transactions Preparing and drafting initial suitability reports Ensuring all client documentation is accurate, compliant, and delivered to the highest standard Working closely with advisers to ensure a seamless client experience About You This role is ideal for someone with 2-3 years' experience in financial planning, wealth management, or a similar environment. You will bring: A degree-level education Progress toward the Level 4 Diploma (or already completed) Strong technical understanding of pensions, investments, and financial planning processes Excellent attention to detail and a proactive, professional approach A genuine desire to grow, develop, and progress within a high-quality firm What's on Offer £40,000-£45,000 salary depending on experience Excellent bonus scheme Generous benefits package Full study support and ongoing professional development The chance to build a long-term career with a firm that invests in its people If you're ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.
Mar 20, 2026
Full time
Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing pension transfers and investment transactions Preparing and drafting initial suitability reports Ensuring all client documentation is accurate, compliant, and delivered to the highest standard Working closely with advisers to ensure a seamless client experience About You This role is ideal for someone with 2-3 years' experience in financial planning, wealth management, or a similar environment. You will bring: A degree-level education Progress toward the Level 4 Diploma (or already completed) Strong technical understanding of pensions, investments, and financial planning processes Excellent attention to detail and a proactive, professional approach A genuine desire to grow, develop, and progress within a high-quality firm What's on Offer £40,000-£45,000 salary depending on experience Excellent bonus scheme Generous benefits package Full study support and ongoing professional development The chance to build a long-term career with a firm that invests in its people If you're ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi
Mar 20, 2026
Full time
We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi
This is a fantastic opportunity to shape how financial advice is delivered across a growing national advice business. Our client is looking for a high-calibre financial services professional to help drive adviser performance, raise advice standards and support the development of advisers and paraplanners across their regional offices. If you have a strong background in financial advice, adviser development or competency oversight and enjoy helping professionals perform at their best, this role offers the chance to make a real impact! You won't just be monitoring performance, you'll be actively improving it. Working closely with advisers, managers and support teams, you'll help build a culture of high standards, continuous improvement, and outstanding client outcomes. You'll influence how advice is delivered, support adviser development and ensure best practice is shared across the business. What you'll be doing: Coaching advisers and paraplanners to improve performance Conducting competency assessments, observations, performance reviews Supporting pre-CAS advisers and developing adviser talent Delivering technical training and development sessions Analysing data to identify performance trends and improvement Supporting advisers with complex technical queries and advice challenges Sharing best practice across advice teams and regional hubs Contributing to projects supporting business growth and integration What we're looking for: Experienced from financial advice, wealth management, advisory support Strong technical knowledge, genuine interest in helping advisers develop Qualified to Chartered status or very close to Key experience: Experience within a financial advice or wealth management environment Strong knowledge of financial advice processes and investment solutions Understanding of UK financial services regulation and advice standards Experience in training, coaching or competency oversight Strong communication and stakeholder engagement skills Ability to analyse performance data and improvement opportunities What you'll get in return Working for an exciting, fast growing and acquisitional business A role with real influence and impact Opportunity to work with experienced advisers and leadership teams The chance to shape adviser performance and advice quality at scale Benefits of joining the business Excellent annual leave Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension 10% discretionary company annual bonus Progression Full support for further professional qualifications, CPD A very generous salary is being offered, company bonus, car allowance & excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.
Mar 20, 2026
Full time
This is a fantastic opportunity to shape how financial advice is delivered across a growing national advice business. Our client is looking for a high-calibre financial services professional to help drive adviser performance, raise advice standards and support the development of advisers and paraplanners across their regional offices. If you have a strong background in financial advice, adviser development or competency oversight and enjoy helping professionals perform at their best, this role offers the chance to make a real impact! You won't just be monitoring performance, you'll be actively improving it. Working closely with advisers, managers and support teams, you'll help build a culture of high standards, continuous improvement, and outstanding client outcomes. You'll influence how advice is delivered, support adviser development and ensure best practice is shared across the business. What you'll be doing: Coaching advisers and paraplanners to improve performance Conducting competency assessments, observations, performance reviews Supporting pre-CAS advisers and developing adviser talent Delivering technical training and development sessions Analysing data to identify performance trends and improvement Supporting advisers with complex technical queries and advice challenges Sharing best practice across advice teams and regional hubs Contributing to projects supporting business growth and integration What we're looking for: Experienced from financial advice, wealth management, advisory support Strong technical knowledge, genuine interest in helping advisers develop Qualified to Chartered status or very close to Key experience: Experience within a financial advice or wealth management environment Strong knowledge of financial advice processes and investment solutions Understanding of UK financial services regulation and advice standards Experience in training, coaching or competency oversight Strong communication and stakeholder engagement skills Ability to analyse performance data and improvement opportunities What you'll get in return Working for an exciting, fast growing and acquisitional business A role with real influence and impact Opportunity to work with experienced advisers and leadership teams The chance to shape adviser performance and advice quality at scale Benefits of joining the business Excellent annual leave Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Pension 10% discretionary company annual bonus Progression Full support for further professional qualifications, CPD A very generous salary is being offered, company bonus, car allowance & excellent benefits as well as a professional and encouraging working culture are all available with this national brand. Staff retention is second to none with our client and we have represented them for years with excellent success. Alongside their strategic growth and future recruitment the business will be highly attractive to all prospective candidates.
A well-established, family-run financial planning firm in Torquay is seeking an experienced Paraplanner to join its growing team. Operating across financial planning (SJP) and mortgages & protection (Quilter), the business manages c.£85m in client funds and offers a supportive, collaborative working environment. This is a key position for an experienced paraplanner who enjoys solving complex cases and acting as a "fixer" when things go wrong. Working closely with the business owner, the role focuses on managing complex administration, particularly with the SJP administration centre, allowing advisers to focus on new client growth. Key Responsibilities Resolving complex and problematic cases, particularly via the SJP administration centre Handling matters involving solicitors, trusts and probate Managing day-to-day servicing for existing clients (switches, income allocation, premium increases, withdrawals) Liaising with internal and external stakeholders to ensure smooth case progression About You Level 4 qualification highly desirable Strong technical knowledge (IHT, chargeable gains, complex planning) Experience with SJP systems highly advantageous Proficient in Salesforce and iBusiness Confident working independently while being a strong team player Hybrid working (not fully remote) Package & Benefits Salary up to £60,000 4-day working week (either Monday or Friday off) Hybrid working (2 days home / 3 office) 25 days holiday including Christmas closure, increasing with service Medical insurance, pension, paid volunteering days Free on-site parking Part time considered Career Progression Excellent long-term prospects, including potential equity participation and a pathway into an adviser role within 3-4 years for the right candidate.
Mar 20, 2026
Full time
A well-established, family-run financial planning firm in Torquay is seeking an experienced Paraplanner to join its growing team. Operating across financial planning (SJP) and mortgages & protection (Quilter), the business manages c.£85m in client funds and offers a supportive, collaborative working environment. This is a key position for an experienced paraplanner who enjoys solving complex cases and acting as a "fixer" when things go wrong. Working closely with the business owner, the role focuses on managing complex administration, particularly with the SJP administration centre, allowing advisers to focus on new client growth. Key Responsibilities Resolving complex and problematic cases, particularly via the SJP administration centre Handling matters involving solicitors, trusts and probate Managing day-to-day servicing for existing clients (switches, income allocation, premium increases, withdrawals) Liaising with internal and external stakeholders to ensure smooth case progression About You Level 4 qualification highly desirable Strong technical knowledge (IHT, chargeable gains, complex planning) Experience with SJP systems highly advantageous Proficient in Salesforce and iBusiness Confident working independently while being a strong team player Hybrid working (not fully remote) Package & Benefits Salary up to £60,000 4-day working week (either Monday or Friday off) Hybrid working (2 days home / 3 office) 25 days holiday including Christmas closure, increasing with service Medical insurance, pension, paid volunteering days Free on-site parking Part time considered Career Progression Excellent long-term prospects, including potential equity participation and a pathway into an adviser role within 3-4 years for the right candidate.
Paraplanner - Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount. Starting salary up to £56,000 + Pension match 5% and hybrid working We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment. The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice. Responsibilities: Prepare suitability reports, review reports, and technical documentation Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling. Conduct technical research on financial products, providers, and legislative updates. Liaise with product providers to gather necessary data and ensure a smooth client journey. Assist with annual reviews, portfolio summaries, and regulatory documentation. Support the wider paraplanning team and contribute to internal projects and process improvements. Requirements: Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - Essential Working toward Chartered Financial Planner status - Preferred Paraplanning experience within an IFA or Wealth Management firm Strong understanding of financial advice processes, regulatory requirements, and client reporting Excellent attention to detail, report-writing, and problem-solving abilities Strong interpersonal and communication skills - able to build rapport with advisers and clients Why Apply? Join an experienced team that values technical excellence and integrity Work across a wide range of client cases, including complex and HNW clients Progression opportunities and long-term career development A structured working environment with modern technology and strong processes Be part of a firm with a proven reputation in financial planning
Mar 20, 2026
Full time
Paraplanner - Independent Financial Adviser Firm (Hybrid) A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount. Starting salary up to £56,000 + Pension match 5% and hybrid working We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment. The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice. Responsibilities: Prepare suitability reports, review reports, and technical documentation Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling. Conduct technical research on financial products, providers, and legislative updates. Liaise with product providers to gather necessary data and ensure a smooth client journey. Assist with annual reviews, portfolio summaries, and regulatory documentation. Support the wider paraplanning team and contribute to internal projects and process improvements. Requirements: Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - Essential Working toward Chartered Financial Planner status - Preferred Paraplanning experience within an IFA or Wealth Management firm Strong understanding of financial advice processes, regulatory requirements, and client reporting Excellent attention to detail, report-writing, and problem-solving abilities Strong interpersonal and communication skills - able to build rapport with advisers and clients Why Apply? Join an experienced team that values technical excellence and integrity Work across a wide range of client cases, including complex and HNW clients Progression opportunities and long-term career development A structured working environment with modern technology and strong processes Be part of a firm with a proven reputation in financial planning
Senior Paraplanner - Horsham (Hybrid) IFA Leadership & Technical Role A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Horsham office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive. Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs Base Salary: Up to £56,000 & discretionary quarterly bonuses Study Support: Paid first-attempt qualification exams + up to 2 study leave days Progression Path: Clear track to Adviser role within 18-24 months, or senior specialist Paraplanning development Professional Growth: Leadership exposure, pod-based structure, technical mentoring Responsibilities Act as technical lead for a paraplanning team supporting eight advisers across two pods Manage workflow distribution and foster collaboration across advisors and paraplanners Provide hands-on support for complex cases, including HNW clients and technical product recommendations Oversee and mentor junior paraplanners Collaborate on strategic direction and team restructuring with the Head of Paraplanning Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities Participate in firm-wide initiatives including Senior Paraplanner Group meetings Liaise with support/admin teams to ensure case flow and client delivery excellence Requirements Experience in paraplanning, with confidence in handling complex HNW cases Qualifications: Diploma (Level 4) essential; Chartered preferred but not required Technical Proficiency: Strong leadership mindset and emotional intelligence Ability to challenge advisers constructively Organised, proactive, and comfortable with conflict resolution when needed Strong communicator who enjoys developing others This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership-or even into advice-this could be the perfect fit.
Mar 20, 2026
Full time
Senior Paraplanner - Horsham (Hybrid) IFA Leadership & Technical Role A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Horsham office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive. Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs Base Salary: Up to £56,000 & discretionary quarterly bonuses Study Support: Paid first-attempt qualification exams + up to 2 study leave days Progression Path: Clear track to Adviser role within 18-24 months, or senior specialist Paraplanning development Professional Growth: Leadership exposure, pod-based structure, technical mentoring Responsibilities Act as technical lead for a paraplanning team supporting eight advisers across two pods Manage workflow distribution and foster collaboration across advisors and paraplanners Provide hands-on support for complex cases, including HNW clients and technical product recommendations Oversee and mentor junior paraplanners Collaborate on strategic direction and team restructuring with the Head of Paraplanning Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities Participate in firm-wide initiatives including Senior Paraplanner Group meetings Liaise with support/admin teams to ensure case flow and client delivery excellence Requirements Experience in paraplanning, with confidence in handling complex HNW cases Qualifications: Diploma (Level 4) essential; Chartered preferred but not required Technical Proficiency: Strong leadership mindset and emotional intelligence Ability to challenge advisers constructively Organised, proactive, and comfortable with conflict resolution when needed Strong communicator who enjoys developing others This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership-or even into advice-this could be the perfect fit.
Senior Paraplanner - Godalming (Hybrid) IFA Leadership & Technical Role A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Godalming office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive. Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs Base Salary: Up to £52,000 & discretionary quarterly bonuses Study Support: Paid first-attempt qualification exams + up to 2 study leave days Progression Path: Clear track to Adviser role within 18-24 months, or senior specialist Paraplanning development Professional Growth: Leadership exposure, pod-based structure, technical mentoring Responsibilities Act as technical lead for a paraplanning team supporting eight advisers across two pods Manage workflow distribution and foster collaboration across advisors and paraplanners Provide hands-on support for complex cases, including HNW clients and technical product recommendations Oversee and mentor junior paraplanners Collaborate on strategic direction and team restructuring with the Head of Paraplanning Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities Participate in firm-wide initiatives including Senior Paraplanner Group meetings Liaise with support/admin teams to ensure case flow and client delivery excellence Requirements Experience in paraplanning, with confidence in handling complex HNW cases Qualifications: Diploma (Level 4) essential; Chartered preferred but not required Technical Proficiency: Strong leadership mindset and emotional intelligence Ability to challenge advisers constructively Organised, proactive, and comfortable with conflict resolution when needed Strong communicator who enjoys developing others This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership-or even into advice-this could be the perfect fit.
Mar 20, 2026
Full time
Senior Paraplanner - Godalming (Hybrid) IFA Leadership & Technical Role A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Godalming office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive. Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs Base Salary: Up to £52,000 & discretionary quarterly bonuses Study Support: Paid first-attempt qualification exams + up to 2 study leave days Progression Path: Clear track to Adviser role within 18-24 months, or senior specialist Paraplanning development Professional Growth: Leadership exposure, pod-based structure, technical mentoring Responsibilities Act as technical lead for a paraplanning team supporting eight advisers across two pods Manage workflow distribution and foster collaboration across advisors and paraplanners Provide hands-on support for complex cases, including HNW clients and technical product recommendations Oversee and mentor junior paraplanners Collaborate on strategic direction and team restructuring with the Head of Paraplanning Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities Participate in firm-wide initiatives including Senior Paraplanner Group meetings Liaise with support/admin teams to ensure case flow and client delivery excellence Requirements Experience in paraplanning, with confidence in handling complex HNW cases Qualifications: Diploma (Level 4) essential; Chartered preferred but not required Technical Proficiency: Strong leadership mindset and emotional intelligence Ability to challenge advisers constructively Organised, proactive, and comfortable with conflict resolution when needed Strong communicator who enjoys developing others This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership-or even into advice-this could be the perfect fit.
Financial Planning Administrator Location: Cambridge Salary: Up to £25,000 A leading financial planning business is seeking a Financial Planning Administrator to join its growing team based in Cambridge . This is a great opportunity to join a well-established and highly respected wealth management firm that prides itself on delivering high-quality financial advice and exceptional client service. The successful candidate will play an important role supporting advisers and paraplanners, ensuring a smooth and efficient client journey. The Role As a Financial Planning Administrator, you will provide essential administrative support to the financial planning team, assisting with the preparation and processing of client cases across pensions, investments, and protection. This role would suit someone with previous financial planning administration experience who is looking to develop their career within a professional and supportive environment. Key Responsibilities Providing administrative support to financial advisers and paraplanners Processing new business applications across pensions, investments, and protection Preparing client documentation and maintaining accurate records Liaising with providers, clients, and internal teams Managing client files and ensuring compliance with internal procedures Assisting with the preparation of suitability reports and review documentation Requirements Previous experience working as a Financial Planning Administrator within a financial planning or wealth management firm Good knowledge of pensions, investments, and financial planning processes Strong organisational skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple tasks and work within a busy team environment What's on Offer Salary up to £25,000 Opportunity to join a well-respected financial planning firm Supportive team environment Clear opportunities for career development within financial planning This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career with a reputable financial planning business.
Mar 20, 2026
Full time
Financial Planning Administrator Location: Cambridge Salary: Up to £25,000 A leading financial planning business is seeking a Financial Planning Administrator to join its growing team based in Cambridge . This is a great opportunity to join a well-established and highly respected wealth management firm that prides itself on delivering high-quality financial advice and exceptional client service. The successful candidate will play an important role supporting advisers and paraplanners, ensuring a smooth and efficient client journey. The Role As a Financial Planning Administrator, you will provide essential administrative support to the financial planning team, assisting with the preparation and processing of client cases across pensions, investments, and protection. This role would suit someone with previous financial planning administration experience who is looking to develop their career within a professional and supportive environment. Key Responsibilities Providing administrative support to financial advisers and paraplanners Processing new business applications across pensions, investments, and protection Preparing client documentation and maintaining accurate records Liaising with providers, clients, and internal teams Managing client files and ensuring compliance with internal procedures Assisting with the preparation of suitability reports and review documentation Requirements Previous experience working as a Financial Planning Administrator within a financial planning or wealth management firm Good knowledge of pensions, investments, and financial planning processes Strong organisational skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple tasks and work within a busy team environment What's on Offer Salary up to £25,000 Opportunity to join a well-respected financial planning firm Supportive team environment Clear opportunities for career development within financial planning This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career with a reputable financial planning business.
Junior / Step-Up Paraplanner A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Mar 20, 2026
Full time
Junior / Step-Up Paraplanner A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
IFA Administrator Salary: £DOE Duration: Permanent, Full time, hybrid Benefits: 23 days' annual leave plus bank holidays, study support, free parking, DIS, pension, career progression prospects, flexible working options The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 Diploma in Financial Planning.
Mar 20, 2026
Full time
IFA Administrator Salary: £DOE Duration: Permanent, Full time, hybrid Benefits: 23 days' annual leave plus bank holidays, study support, free parking, DIS, pension, career progression prospects, flexible working options The Role We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 Diploma in Financial Planning.
Junior / Step-Up Paraplanner A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Mar 20, 2026
Full time
Junior / Step-Up Paraplanner A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Junior / Step-Up Paraplanner Location: Wilmslow A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Saalry Up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Mar 20, 2026
Full time
Junior / Step-Up Paraplanner Location: Wilmslow A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Saalry Up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Job Title/Location: Pensions Administrator, London (City)/WFH Salary: To £35,000 Office/WFH: Office 2 days + 3 days WFH Requirements: Must have DB pensions admin + manual calculations experience Role Snapshot: Process all elements of DB & DC membership admin. Respond to member queries, provide quotations, set up & process upcoming retirements Really healthy/expanding business, an impressive volume of new scheme wins leading to a wide range of additional roles/functions + expansion of current teams. The Company: Recognised for their investment in people, this is an established pensions business with multiple industry awards - everything pointing in the right direction for new joiners to learn & develop within the company. The Role: The Pensions Administrator role contributes to the goals of the department through processing DB & DC casework. Key responsibilities include: Process all aspects of DB & DC membership admin, providing a service considered "First Class" by clients & in accordance with agreed measures & timescales Produce accurate written correspondence to deadlines Respond to member telephone queries either in writing or verbally Provide members with quotations as requested, accurately and to agreed deadlines Set up and process forthcoming retirements for payroll purposes Reviewing HMT Sanctions notices against customer databases Skills / Experience Required: For this Pensions Administrator role you must have recent DB pensions admin and manual calculations experience. You should be comfortable with using MS Office, a strong team player, well organised with excellent communication skills. Additional Information: Salary for the Pensions Administrator role is to £35,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below. The Pensions Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Mar 20, 2026
Full time
Job Title/Location: Pensions Administrator, London (City)/WFH Salary: To £35,000 Office/WFH: Office 2 days + 3 days WFH Requirements: Must have DB pensions admin + manual calculations experience Role Snapshot: Process all elements of DB & DC membership admin. Respond to member queries, provide quotations, set up & process upcoming retirements Really healthy/expanding business, an impressive volume of new scheme wins leading to a wide range of additional roles/functions + expansion of current teams. The Company: Recognised for their investment in people, this is an established pensions business with multiple industry awards - everything pointing in the right direction for new joiners to learn & develop within the company. The Role: The Pensions Administrator role contributes to the goals of the department through processing DB & DC casework. Key responsibilities include: Process all aspects of DB & DC membership admin, providing a service considered "First Class" by clients & in accordance with agreed measures & timescales Produce accurate written correspondence to deadlines Respond to member telephone queries either in writing or verbally Provide members with quotations as requested, accurately and to agreed deadlines Set up and process forthcoming retirements for payroll purposes Reviewing HMT Sanctions notices against customer databases Skills / Experience Required: For this Pensions Administrator role you must have recent DB pensions admin and manual calculations experience. You should be comfortable with using MS Office, a strong team player, well organised with excellent communication skills. Additional Information: Salary for the Pensions Administrator role is to £35,000 + professional study support and company pension. As mentioned above, the average working week would be 2 days office and 3 days WFH. Please apply below. The Pensions Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new business applications and liaising with providers for updates and information. Managing client records and maintaining accurate documentation across internal systems. Collaborating with paraplanners and assisting with technical administration to support the advice process. Assisting with the annual review process including preparing review packs and managing follow-up correspondence. Acting as a key point of contact for clients, helping ensure a smooth and professional client experience. What Makes This Role Stand Out Working directly with one of the firm's leading advisers and supporting a well-established client base. Small, collaborative London office environment based in Regent Street. Part of a wider medium-sized wealth planning business with strong infrastructure and support. Clear team structure with advisers, paraplanners and administrators working closely together. Benefits / Details £37,000 - £45,000 salary depending on experience. Hybrid working with 2 days from home each week. 25 days holiday plus bank holidays and an additional day off for your birthday. Life insurance, income protection and death-in-service cover. Pension contribution and comprehensive benefits package. Full exam and study support towards the Diploma in Financial Planning. Clear internal progression opportunities into the paraplanning team. If you are an experienced IFA Administrator who enjoys working closely with advisers and being part of a collaborative financial planning team, please apply and we can discuss the opportunity in more detail.
Mar 20, 2026
Full time
Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new business applications and liaising with providers for updates and information. Managing client records and maintaining accurate documentation across internal systems. Collaborating with paraplanners and assisting with technical administration to support the advice process. Assisting with the annual review process including preparing review packs and managing follow-up correspondence. Acting as a key point of contact for clients, helping ensure a smooth and professional client experience. What Makes This Role Stand Out Working directly with one of the firm's leading advisers and supporting a well-established client base. Small, collaborative London office environment based in Regent Street. Part of a wider medium-sized wealth planning business with strong infrastructure and support. Clear team structure with advisers, paraplanners and administrators working closely together. Benefits / Details £37,000 - £45,000 salary depending on experience. Hybrid working with 2 days from home each week. 25 days holiday plus bank holidays and an additional day off for your birthday. Life insurance, income protection and death-in-service cover. Pension contribution and comprehensive benefits package. Full exam and study support towards the Diploma in Financial Planning. Clear internal progression opportunities into the paraplanning team. If you are an experienced IFA Administrator who enjoys working closely with advisers and being part of a collaborative financial planning team, please apply and we can discuss the opportunity in more detail.
We're growing and want you to be a part of our journey. Client Services Support Administrator We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle. Role and Responsibilities Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs) Onboarding new clients Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs Process client trades on platforms Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs Cash Balance Monitoring Deal with client correspondence / post, portal and general queries Accurately record client plans and fees on Intelliflo and platforms Build and maintain strong working relationships with clients, teams members and line manager Provide additional support to team as required Check all compliance documentation is present Monitor consultant remuneration. Support project work as required Demonstrate a sound understanding of Isio policy and procedures Undertake appropriate professional development and training Comply with FCA regulations Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm Keep up to date with all relevant product, legislative or technical changes. Key Skills & Experience Essential Previous experience in an IFA / wealth environment Interpersonal - team working and communicating with clients Previous experience processing new business and client trades on platforms, ideally using Intelliflo Able to liaise with clients confidently by telephone and email Proactive, willing to continue to develop, enthusiastic Highly organised, methodical, disciplined and meticulous Ability to prioritise workload and work to deadlines Computer literate (Word, Excel, PowerPoint, Outlook) Desirable Knowledge of platform providers e.g. Aberdeen Wrap, Aviva, Knowledge of Intelliflo portal - PFP Knowledge of DFMs: Brewin Dolphin, Investec, Charles Stanley Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs Knowledge of personal and group pensions, SIPPs and SSAS Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer on our careers website. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
Mar 20, 2026
Full time
We're growing and want you to be a part of our journey. Client Services Support Administrator We are looking for an experienced and self-motivated team member to support our establishment of a Belfast hub. As Client Services Support, you will provide an exceptional client experience, working closely with clients, consultants & paraplanners from onboarding and throughout the client journey ensuring processes are correctly followed, all data is correct, and client records are compliant. This role is based in our Belfast City Centre office with hybrid workstyle. Role and Responsibilities Manage individual workflow tasks, meeting client and team expectations and internal deadlines (SLAs) Onboarding new clients Administration and new business processing for Wrap platform and non-platform clients, submitting a variety of financial products: ISAs, GIAs, pensions, bonds, structured notes, EIS and VCTs Process client trades on platforms Prepare annual review packs for client meetings and monitor and take action to ensure all annual reviews are completed and recorded in line with SLAs Cash Balance Monitoring Deal with client correspondence / post, portal and general queries Accurately record client plans and fees on Intelliflo and platforms Build and maintain strong working relationships with clients, teams members and line manager Provide additional support to team as required Check all compliance documentation is present Monitor consultant remuneration. Support project work as required Demonstrate a sound understanding of Isio policy and procedures Undertake appropriate professional development and training Comply with FCA regulations Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm Keep up to date with all relevant product, legislative or technical changes. Key Skills & Experience Essential Previous experience in an IFA / wealth environment Interpersonal - team working and communicating with clients Previous experience processing new business and client trades on platforms, ideally using Intelliflo Able to liaise with clients confidently by telephone and email Proactive, willing to continue to develop, enthusiastic Highly organised, methodical, disciplined and meticulous Ability to prioritise workload and work to deadlines Computer literate (Word, Excel, PowerPoint, Outlook) Desirable Knowledge of platform providers e.g. Aberdeen Wrap, Aviva, Knowledge of Intelliflo portal - PFP Knowledge of DFMs: Brewin Dolphin, Investec, Charles Stanley Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, GIAs, EISs and VCTs Knowledge of personal and group pensions, SIPPs and SSAS Demonstrated Commitment to our Core Purpose Power in Partnership : We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients. Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society. Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger. People First : We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice. What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business . The variety of work that'll be available to you will enable you to do this. You can find out more about Isio and the benefits we offer on our careers website. About Isio Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.
IFA Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £27,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group founded in 2019, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners , providing truly holistic advice and long-term relationships. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes This is a firm with heart, purpose and a supportive culture where every team member is valued. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. This is not just data entry-it's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What you'll bring Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others What's on offer £27,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development within the support hub Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. If this role and company align with what you are looking for, please apply!
Mar 20, 2026
Full time
IFA Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £27,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group founded in 2019, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. This regional hub supports over 2,000 clients through a team of 14 Independent Financial Planners , providing truly holistic advice and long-term relationships. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes This is a firm with heart, purpose and a supportive culture where every team member is valued. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. This is not just data entry-it's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What you'll bring Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others What's on offer £27,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development within the support hub Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. If this role and company align with what you are looking for, please apply!
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire to further your career. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management 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
Mar 20, 2026
Full time
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire to further your career. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management 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
Paraplanner (Financial Services) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establ
Mar 20, 2026
Full time
Paraplanner (Financial Services) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establ
