6 jobs found

Client Administrator Location: Office-based- Leicester Hours: Monday - Friday, 9:00 am - 4:30 pm Salary :25k We are currently recruiting on behalf of our client for a Client Administrator to join their growing team. This is a fantastic opportunity to join a professional and supportive business within the financial services sector. The successful candidate will work closely with the Paraplanning Manager , supporting the day-to-day administration of client enquiries while also assisting Paraplanners and Financial Advisers with administrative tasks. Key Responsibilities Supporting the Team with day-to-day client administration Producing reports and preparing client documentation Booking and organising client meetings Chasing product providers for updates and information Keeping clients updated on the progress of both new and existing applications Providing administrative support to the Paraplanning team Assisting Financial Advisers with day-to-day requests General office administration duties The Ideal Candidate Strong administrative and organisational skills Excellent communication skills close attention to detail Ability to manage multiple tasks and deadlines A proactive and team-oriented approach This is an excellent opportunity for someone looking to build their career in a client-focused financial services environment , working within a collaborative and supportive team. About Precision People Precision People is a leading recruitment agency that specializes in sourcing top talent for Engineering, Technical, Sales, and Senior Management roles across a wide range of industries. With a focus on precision and quality, their team of expert recruiters works tirelessly to match the best candidates with the right employers, ensuring that both parties benefit from a successful partnership. Precision People has the expertise and resources to help you find the perfect role. With a deep understanding of the industry and a commitment to excellence, they have built a reputation for delivering exceptional results and exceeding their candidates' expectations. Interested? To apply for the client administrator position, here are your two options: "This is the job for me! When can I start?" - Call now and let's talk through your experience. Ask for Kirsty Reeves on (phone number removed) between 8.00am - 5.00pm. "I think I'm right for this position, but I'm not sure I have enough to get an interview" - Click "apply now" so I can read your CV and let you know. PPTP

Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients. As a Senior IFA Administrator , you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance. This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits. You will be responsible for: Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service Serving as a point of contact for clients, handling queries professionally and proactively Maintaining and updating back-office systems and client records Processing new business, applications, transfers and ongoing servicing requests Preparing meeting documentation, valuations and supporting paperwork Liaising with product providers and third parties to obtain required information Drafting suitability reports across a broad range of advice areas Undertaking technical research, including product and fund analysis Carrying out regular file checks and spot checks on team output What we are looking for: Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers Ideally Diploma Level 4 qualified, or actively working towards this qualification Strong technical knowledge of pensions and investment products Experience using financial platforms to generate illustrations and related documentation Confident user of Microsoft Word, Excel and Outlook Thorough understanding of Intelligent Office or similar back-office systems What s on offer: Competitive salary Company pension scheme Free on-site parking This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Paraplanner £45,000 £55,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Paraplanner to join their technical and client support function on a permanent contract. This is a non-advisory role , sitting firmly within paraplanning, research, and suitability report writing. The position would suit an experienced paraplanner who enjoys technical analysis, working on complex cases, and producing high-quality, compliant documentation, without any expectation or requirement to progress into an adviser role . The Role Working closely with Consultants and Directors, the Senior Paraplanner will play a key role in supporting the delivery of compliant, high-quality financial planning advice. Responsibilities will include: Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support financial planning recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical and regulatory matters Managing complex cases and ensuring consistently high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications Ensuring client files remain compliant on an ongoing basis Keeping up to date with legislative and regulatory developments, including Consumer Duty Adhering to AML, Data Protection, and internal compliance procedures Ensuring client outcomes are fair, transparent, and aligned with best practice Supporting and mentoring more junior team members where appropriate About You This role will suit a candidate who: Has 4 years relevant experience and exposure to working within IFA or financial planning environment Is Diploma qualified in Regulated Financial Planning Experience with Intelligent Office - Highly desired. Knowledge of Quilter and Transact - advantageous Has strong pensions knowledge , with broader technical exposure desirable Has experience producing bespoke suitability reports Demonstrates strong technical understanding and excellent attention to detail Is comfortable working in a technical, behind-the-scenes paraplanning role Is not currently an Adviser and does not wish to progress into an advisory position Has a solid understanding of FCA regulatory standards and compliance obligations Works well as part of a collaborative team and supports consistently high-quality output Why Apply? Join a respected Independent Financial Advisory firm in a central London location Exposure to complex, high-quality technical paraplanning work Competitive salary of £45,000 £55,000 (dependent on experience) Opportunity to continue developing technical expertise in a specialist paraplanning role Rolling recruitment process with interviews taking place as applications are received Friendly and supportive team environment. How to Apply Click apply below to be considered.

Trainee Paraplanner (12-Month Fixed Term Contract) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical support team on a 12-month fixed term contract. This is an excellent opportunity for someone with existing experience within an IFA environment who is looking to deepen their technical knowledge and develop within a structured paraplanning function. The role sits firmly within paraplanning and technical research, with no expectation to move into an advisory position. The Role Working alongside Senior Paraplanners and Consultants, you will support the delivery of high-quality, compliant financial planning documentation. Responsibilities will include: Assisting with research and case analysis Supporting the preparation of suitability reports Analysing client information and financial data Preparing review documentation Liaising with providers and compliance Ensuring accurate record keeping in line with FCA standards Supporting ongoing client review processes This role offers exposure to complex cases and structured technical development within a busy and professional IFA environment. About You This role will suit a candidate who: Has previous experience within an IFA or financial planning firm Is working towards Diploma qualification (or part-qualified) Has strong organisational skills and attention to detail Is comfortable working in a technical, behind-the-scenes support role Has knowledge of Intelligent Office (highly desirable) Understands FCA compliance standards Why Apply? Gain further technical exposure within a respected IFA firm Competitive salary of £35,000 £45,000 (DOE) 12-month contract offering valuable experience Friendly and collaborative team environment Excellent opportunity to strengthen paraplanning expertise How to Apply Click apply below to be considered. Interviews will take place on a rolling basis.