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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...
Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:26:47
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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...
Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:23:15
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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...
Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £30000 - £40000 Per Annum
Posted: 2025-09-17 10:22:05
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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-09-15 13:05:34
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An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
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...
Type: Permanent Location: Sheffield, England
Start:
Duration:
Salary / Rate: £25000 - £25000 Per Annum
Posted: 2025-09-04 15:04:28
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An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
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...
Type: Permanent Location: Sheffield, England
Start:
Duration:
Salary / Rate: £25000 - £25000 Per Annum
Posted: 2025-09-04 15:03:15
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An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
* Making outbound calls to new and existing clients to build relationships and generate interest.
* Managing and maintaining client records and ensuring all information is accurate and up to date.
* Preparing documentation and templated reports for third-party providers.
* Handling general office administration including filing, scanning, reporting, and dealing with post.
* Managing client communication by phone, email, and written correspondence in a professional manner.
* Supporting advisers and team members with the processing of information and client-related documentation.
* Logging and updating call outcomes within the CRM system.
What we are looking for:
* Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
* Experience in an administrative office role.
* Confident telephone manner and ability to make outbound calls.
* Excellent computer skills, including knowledge of Microsoft Word and Excel.
* Strong written and verbal communication skills.
What's on offer:
* Competitive salary
* Company pension
* Life insurance
* On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can develop your skills and build lasting client relationships.
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...
Type: Permanent Location: Sheffield, England
Start:
Duration:
Salary / Rate: £25000 - £25000 Per Annum
Posted: 2025-09-04 15:02:06
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Our client - an international consultancy - is looking for a Senior SAP FICO Managing Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years' experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly - I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Germany
Start: ASAP
Salary / Rate: Remote
Posted: 2025-09-04 11:48:52
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Our client - an international consultancy - is looking for a Senior SAP FICO Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years' experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly - I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Poland
Start: ASAP
Salary / Rate: Remote
Posted: 2025-09-04 11:44:35
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The Company Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.
Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.
Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients. The Opportunity Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights. This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes. What You'll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We're Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-08-28 22:34:16
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Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate-calibre individual to support our client's team in the smooth running of day-to-day business processes.
This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.
Our client specialises in providing strategic financial planning for private clients, trustees, and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service.
This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g.
Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner - ability to learn how to use new systems and processes.
Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.
Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary, and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: £27000.00 - £300000 per annum
Posted: 2025-08-13 08:44:56
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An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports.
This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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...
Type: Permanent Location: Central London, England
Start:
Duration:
Salary / Rate: £38000 - £46000 Per Annum
Posted: 2025-08-11 12:49:54
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Paraplanner
Tunbridge Wells, Kent
Monday to Friday 9am - 5pm
£33,000 - £42,500pa (DOE and qualification)
KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.
Position Overview
As a Paraplanner, you will play a crucial role in supporting the firm's advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis.
Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.
Responsibilities of the Paraplanner
- Prepare suitability reports across pensions, investments, protection, and tax planning
- Develop cash flow projections and perform financial analysis
- Conduct research and analysis on financial products and providers
- Liaise with financial advisers to understand client objectives and tailor recommendations accordingly
- Maintain accurate client records and ensure documentation is fully compliant
- Assist with technical queries and complex case analysis
- Support with the development of planning strategies and financial forecasts
- Stay up-to-date with regulatory changes, industry developments, and financial planning tools and techniques
Candidate Profile
- Minimum 2 years' experience in a paraplanning role
- Level 4 Diploma in Financial Planning (or working towards)
- Strong knowledge of pensions, investments, protection, and taxation
- Excellent report writing and communication skills
- Proficient with financial planning software and Microsoft Office
- Highly organised, with strong attention to detail
What's On Offer
- Competitive salary, with a range of £33,000 to £42,500 depending on experience
- Hybrid working model, with 3 days in the office and 2 days working from home
- Ongoing professional development through the firm's dedicated Academy
- Company pension scheme
- Annual leave allowance with the option to purchase up to 5 additional days of annual leave
- Supportive and collaborative team environment
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit.
If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page.
This does not need to be formatted in the same manner.
In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word.
Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.
KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Type: Permanent Location: Tunbridge Wells, England
Start: 31/08/2025
Salary / Rate: £33000 - £42500 per annum + Benefits
Posted: 2025-08-07 13:55:59
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An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas.
This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable 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...
Type: Permanent Location: Woking, England
Start:
Duration:
Salary / Rate: £50000 Per Annum
Posted: 2025-08-07 09:02:54
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An opportunity has arisen for an Administrator to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As an Administrator, you will be providing vital administrative assistance to a team of Financial Advisers in a busy, office-based environment.
This full-time role offers salary up to £35,000 and benefits.
You will be responsible for:
* Delivering all-round administrative support to advisers.
* Maintaining accurate and compliant client records using back-office systems.
* Preparing key documentation including illustrations, application forms, and authority letters.
* Processing new business submissions and handling investment or pension transfer requests.
* Liaising directly with providers and maintaining regular contact with clients.
* Compiling valuations, reports, and review documents.
* Organising and preparing meeting packs for client appointments.
What we are looking for:
* Previously worked as an IFA Administrator, Financial Administrator, Financial Planning Administrator, Paraplanner or in a similar role.
* At least 2 years' experience working within an IFA environment.
* Skilled in Microsoft Word and Excel.
* Excellent communication skills.
* Ideally possess experience using Intelligent Office and working with wrap platforms.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable 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...
Type: Permanent Location: Woking, England
Start:
Duration:
Salary / Rate: £35000 Per Annum
Posted: 2025-08-06 17:38:58
-
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas.
This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable 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...
Type: Permanent Location: Woking, England
Start:
Duration:
Salary / Rate: £50000 Per Annum
Posted: 2025-08-06 17:20:41
