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461 Open positions

Senior IFA Administrator

Coventry, United Kingdom

£ 26,000.00 - 34,000.00

Description:

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by …

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Paraplanner

Brighton and Hove, United Kingdom

Description:

Paraplanner Salary £40,000-£50,000 DOE (Bonus available) Location - Near Brighton, Hybrid working This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves. About the Role As a Paraplanner, …

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Paraplanner

Coventry, United Kingdom

£ 40,000.00 - 45,000.00

Description:

Senior Paraplanner An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice. You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills. Key Responsibilities …

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Paraplanner

Manchester, United Kingdom

Description:

Paraplanner Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford. Key Responsibilities: Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives Check and confirm fact-find information with Financial Planners Review ceding scheme details and liaise with providers to obtain any missing information Ensure recommendations are suitable and compliant with regulatory requirements Draft and …

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Paraplanner

Cambridge, United Kingdom

£ 35,000.00 - 45,000.00

Description:

Paraplanner Salary £35,000-£45,000 Based in Cambridge, hybrid working This role provides essential analytical and technical support to Financial Planners by researching a wide range of financial planning solutions such as pensions, protection, tax strategies, and investments to help deliver comprehensive, client-focused advice. The position suits a paraplanner with strong experience who can produce high-quality reports, understand complex client circumstances, and contribute to well-reasoned recommendations. Main Responsibilities Client Support  Carry …

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Paraplanner

Huntingdon, United Kingdom

Description:

Paraplanner Salary: £40,000–£50,000 Role Overview The Paraplanner will provide high-quality technical and administrative support to a Financial Adviser, ensuring a consistently high standard of service for clients. This role requires a proactive and organised individual who can manage workloads efficiently while supporting the delivery of compliant, client-focused financial advice. This position involves detailed research, preparation of advice documentation, and coordination of tasks to support advisers and clients throughout the advice …

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Paraplanner

Poole, United Kingdom

Description:

Paraplanner Salary - £35,000-£55,000 Location: Near Poole Overview Due to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment. The successful candidate will work closely with a team of Financial Planners, supporting …

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Office Secretary

Blackpool, United Kingdom

Description:

Office Secretary Based in Blackpool (office based), 3 month FTC Salary £25,000 This position provides wide-ranging administrative and organisational support across the business, ensuring the smooth running of the office and assisting key teams. The role involves managing office supplies, coordinating travel, handling correspondence and supporting core client-related processes. A high standard of accuracy, professionalism and service is expected at all times. Main Responsibilities Office Administrative Coordination Maintain adequate levels …

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Financial Planner

Minehead, United Kingdom

£ 50,000.00 - 60,000.00

Description:

Financial Planner Our client is seeking a skilled and motivated Financial Planner to join a growing team. This role requires a self-driven individual who can listen carefully to clients, provide clear advice, and support them in achieving their financial goals. You will be responsible for managing an existing portfolio of clients while building strong, long-term relationships and offering trusted guidance across areas such as investments, savings, and pensions. The ideal …

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Employee Benefits Account Manager

Huntingdon, United Kingdom

Description:

Employee Benefits Account Manager Role Overview This role provides comprehensive administrative and coordination support to an Employee Benefits team, ensuring a consistently high standard of service delivery to clients. The position requires a proactive, organised individual who can effectively manage workloads, support advisers, and maintain strong compliance and service standards within a regulated environment. Key Attributes The ideal candidate will demonstrate: Clear and confident communication skills with a wide range …

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