An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular ....Read more...
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer:
? Competitive salary
? Generou....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlemen....Read more...
An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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.
....Read more...
£30,000 + BenefitsAre you an Paraplanner with a passion for delivering exceptional client support? If you’re seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We’re recruiting on behalf of a highly respected Wealth Management firm for a talented Paraplanner to join their growing team. This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Paraplanner, you’ll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning. Key Responsibilities
Analysing client requirements, building cash flow models, and recording data accurately.
Researching and evaluating financial products to create bespoke solutions.
Preparing suitability reports, review packs, and client documentation.
Attending client meetings and handling queries with professionalism and discretion.
Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
Supporting and mentoring junior team members where required.
Skills & Experience
Experienced in paraplanning within an IFA or wealth management environment.
An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved
Some technical knowledge across pensions, investments and estate planning.
Skilled in cashflow modelling tools (e.g. Voyant) and confident producing suitability reports.
Highly organised, numerate, and an excellent communicator with strong client-facing skills.
Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.
This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you’ll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.
If you’re ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we’d love to hear from you. Apply now!....Read more...
An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer:
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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.
....Read more...
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
* Leading, mentoring, and developing the client support team.
* Allocating and monitoring workloads to ensure deadlines are achieved.
* Managing complex or high-priority client administration tasks directly.
* Overseeing onboarding, annual reviews, and day-to-day service delivery.
* Acting as the main operational point of contact between advisers and paraplanners.
* Monitoring workflow and addressing bottlenecks before they escalate.
* Maintaining compliance and ensuring quality standards are met.
* Driving continuous improvement across systems and processes.
* (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
* Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
* At least 2 years of experience in financial services
* A strong background in financial services administration (pensions, investments, insurance, or wealth management).
* Proven ability to lead teams and manage multiple priorities effectively.
* Excellent attention to detail and accuracy in all tasks.
* Strong organisational skills and effective communication.
What's on Offer
* Competitive salary
* Generous holiday entitlement.
* Professional development and qualification support.
* Company pension and wellbeing initiatives.
* Enhanced family leave policies.
* Additional leave and regular company events.
* Supportive and collaborative working culture.
This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation.
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.
....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region. About the Company This established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey. The Role Overview As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success. Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning? The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals. This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
