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443 Open positions

Wealth Management Administrator

Glasgow, United Kingdom

£ 24,000.00 - 34,000.00

Description:

Wealth Management Administrator Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience. The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing …

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Settlements Associate

Blackpool, United Kingdom

£ 25,000.00 - 27,500.00

Description:

Settlements Associate Summary / Purpose of the Role To ensure the accurate and timely delivery and receipt of stock with all counterparties, supporting the smooth settlement of trades and maintaining robust operational processes across multiple jurisdictions. Key Responsibilities Process the registration of physical share certificates, both in and out of client names and nominee structures. Monitor shared departmental inboxes and ensure queries are handled promptly. Run order books, tasks, and …

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Senior Paraplanner

Cambridge, United Kingdom

£ 50,000.00 - 60,000.00

Description:

Job Title: Senior Paraplanner Location: Cambridge office (hybrid working available) Salary: £50,000 £60,000 Role Overview The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection planning, tax considerations, and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes. …

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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

Blackburn, United Kingdom

Description:

Paraplanner Financial Planning Team Location: Blackburn (Hybrid Working Available) Overview A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. 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 …

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Paraplanner

Liverpool, United Kingdom

£ None - 50,000.00

Description:

Paraplanner Growing Independent Financial Planning Firm Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits The Opportunity A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic …

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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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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

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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IFA Administrator

Liverpool, United Kingdom

£ 25,000.00 - 30,000.00

Description:

IFA Administrator Location: Liverpool (Office based) Salary: £25,000 - £30,000 dependent on experience Overview A highly regarded financial planning firm is seeking an organised and client-focused IFA Administrator to join its growing team. This position is ideal for someone who enjoys bringing structure to a busy environment and plays a key role in supporting the delivery of high-quality financial advice. This is more than a processing role, your work will …

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