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A regional IFA practice in Liverpool are looking to add a paraplanner to their Client Management team. With offices in Liverpool and Chester, they are fully committed to staff development, and offer internal opportunities for both seniority and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package • You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects. The company • A regional IFA practices, with two offices in the Merseyside/Cheshire regions. Role • Undertaking reviews for clients, • Preparation of reports, both from standard paragraphs and free text, • Undertaking whole of the market research, • Working on a collaborative basis with the rest of the team, • Keeping up to date on market positions and global situations, • Using cash flow modelling and lifestyle planning as required, • Working with external DFMs as required, • Attending client meetings as required The candidate • Diploma Level 4 as a minimum, ideally working towards Chartered, • Experience of working with HNW and UHNW clients, • Writing reports and undertaking research. Next steps • Contact via email below for confidential discussion and review of opportunity and process

Wealth Planning Practice - Client Relationship Manager role\n\nMy client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.\n\nYou'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team.\n\nA competitive salary package is on offer with this role, depending on experience (between £30,000 to £35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits!\n\nIdeally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer.\n\nClick and apply ASAP, as a short list is being drawn up for interview

IFA Administrator\n\nLiverpool City Centre (option to work 1 day at home)\nMonday to Friday, 9am - 5pm (35 hours per week)\n£24,000 - £30,000 (dependant on experience) \n\nSearch is partnering with a well-established financial planning business to recruit an experienced IFA Administrator.\n\nThe ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous).\n\nAs an IFA Administrator, you will provide vital support to ensure their clients and colleagues receive a high-quality experience.\n\nKey responsibilities include:\n\nGathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.\nResearch - carrying out in depth analysis of many different types of financial contracts.\nClient servicing - responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances.\nUpdating system - keeping back office system up to date with client info and provider contacts.\nPreparing packs for meetings - completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.\nBusiness Submission - putting business on system accurately with commission/fee expectation and preparing paperwork for scanning.\nReviews - producing detailed review reports and portfolio valuations for client review meetings.\n Benefits of this role include:\n\nA competitive salary (£24,000-£30,000 dependant on experience)\nGenerous holiday entitlement (25 + 8 bank holidays)\nHybrid working arrangement (work from home 1 day per week)\nPension scheme\nProgressive career opportunities\nEasily accessible location with public transport linksSearch is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Recruit Wealth are delighted to be representing once again our well-established and highly respected Financial Planning client that is committed to improving the financial wellbeing of its clients through truly holistic, independent advice.\n\nThis is an excellent opportunity for an experienced Paraplanner to join a forward-thinking business that places quality, client outcomes and long-term relationships at the centre of everything they do.\n\nYou’ll be part of a collaborative and professional environment where your technical expertise is valued and your development is fully supported.\n\nThe Role\n\nAs a Paraplanner, you will play a pivotal role in supporting Financial Advisers by delivering high-quality technical and client-focused work.\n\nYou will be responsible for producing detailed suitability reports, conducting in-depth research, and ensuring all recommendations align with client objectives and regulatory standards.\n\nThis is a varied, technical role that requires strong analytical ability, attention to detail and the confidence to interpret complex financial information, playing a vital part in the advice process!\n\nKey Responsibilities\n\n * Preparing accurate and compliant suitability reports and client documentation within agreed timescales\n\n * Conducting technical and product research to support financial planning recommendations\n\n * Analysing existing client arrangements and contributing to review processes\n\n * Working closely with Financial Advisers to fully understand client objectives, needs, and financial circumstances\n\n * Ensuring all work meets regulatory standards and internal compliance procedures\n\n * Responding to client and adviser queries with clear, accurate, and professional communication\n\n * Supporting annual review processes in line with service level agreements\n\n * Maintaining up-to-date knowledge of financial products, taxation, and legislation\n\n * Ensuring all CPD requirements are met and recorded\n\nAbout You\n\nWe’re looking for an experienced Paraplanner who thrives in a fast-paced, professional, collaborative environment and takes pride in delivering high-quality work.\n\nYou will ideally have:\n\n * Previous experience as a Paraplanner within an IFA/Financial Planning environment\n\n * Strong technical knowledge across pensions, investments and tax planning\n\n * Excellent report writing skills with the ability to communicate complex information clearly\n\n * A solid understanding of compliance and regulatory requirements\n\n * Strong analytical and problem-solving abilities\n\n * The ability to work both independently and collaboratively\n\n * Minimum Diploma qualified\n\nPersonal Attributes\n\n * Highly organised with excellent attention to detail\n\n * Proactive, self-motivated, and able to manage your own workload\n\n * Strong interpersonal and communication skills\n\n * A positive, “can-do” attitude with a solutions-focused mindset\n\n * Committed to continuous learning and professional development\n\nWhats on offer?\n\nHighly competitive salary, Up to 10% company discretionary bonus, Annual share option issue, Private pension, Death in service of 4x salary, PHI equal to 75% of salary after 6 months of absence, We Care Employee Assistance Plan, 25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday, Study leave for relevant exams and fully funded, Electric vehicle salary sacrifice scheme, Cycle to work scheme.\n\nWhy Apply?\n\n * Join a growing and reputable financial planning firm\n\n * Work in a supportive, modern, collaborative and professional environment\n\n * Hybrid working, flexible start & finish times\n\n * Exposure to complex and interesting client cases\n\n * Genuine opportunity for career progression and development\n\nRecruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention and reputation across the Financial Planning industry.\n\nPlease apply to us here at Recruit Wealth for an immediate response

Adaptable Recruitment are excited to be working with a thriving business based in Liverpool City Centre who is looking to recruit an experienced Pension Payroll Administrator to join their vibrant team. Salary and Benefits Up to £34000 per annum 25 days holiday + Bank Holiday Private Medical after a qualifying period 4 x salary death in service benefit Job Duties and Responsibilities Payroll Processing • Process regular and ad-hoc pension payrolls (monthly, quarterly, annual), • Calculate and process:, • Pension income payments, • Tax deductions (PAYE), • Lump sums, drawdown payments, and death benefits, • Apply PAYE tax codes in line with HM Revenue & Customs requirements, • Submit Real Time Information (RTI) reports accurately and on time, • Process P45s, P60s, and year-end tax reconciliations, • Maintain compliance with pension legislation and internal controls Member & Adviser Support • Respond to member, IFA, and third-party queries relating to payroll and payments, • Provide clear, accurate explanations of tax and payment calculations, • Support vulnerable customers in line with Consumer Duty expectations<...

Eden Rose in Liverpool is seeking an experienced IFA Administrator to join their Wealth Management firm.

A rapidly expanding, independently owned IFA firm are looking to appoint an Adviser to a key strategic role they have on Merseyside.Covering the Wirral, Liverpool and West Cheshire this organisation are focused on the medical and dental sectors and are looking to appoint an individual with experienc

Bond Recruitment is delighted to be recruiting for an IFA Administrator on behalf of our client, a very well‑established and respected firm of Independent Financial Advisers in Liverpool.

IFA Administrator – Wealth Management. We are currently working with a reputable Wealth Management firm who are looking to appoint an experienced IFA Administrator to join their growing team.

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. The Role As an IFA Administrator, you'll be responsible f

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.

This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset classes. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA land

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with

IFA Administrator / Financial Planning Administrator. IFA, wealth management, or financial planning environment. As an IFA Administrator, you'll play a key role in ensuring advisers and clients receive efficient, accurate and proactive support.

Prestige IFA are seeking a highly skilled and motivated Remote International Financial Advisor,.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a n

A well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

Search Consultancy LTD is seeking a Financial Planning Administrator in Ellesmere Port.This hybrid role offers a salary of £27,000-£33,000 along with bonuses and comprehensive benefits.Candidates should have experience in financial administration and possess strong interpersonal and organisational

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. The ideal candida

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

A financial services firm based in Ellesmere Port is seeking an IFA Administrator to support their Financial Planning team.

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering. At least 12 months experience in an IFA administration or Financial Services support role.

The successful candidate will be confident talking about financial markets and Saltus investment products to Independent Financial Advisers (IFAs). Have clearly demonstrated an ability to manage IFA relationships and generate strong sales numbers. IFA Relationship Manager / Product Specialist.

Position: Senior IFA Administrator.

IFA/Client Servicing Administrator.

This award‑winning financial planning firm is expanding, and they're searching for a motivated IFA Administrator to join their high‑performing team. IFA Administrator, Junior Paraplanner, Wealth Management Administrator.

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

Penfold’s strategy, growth, and commercial performance across the IFA channel. You’ll be responsible for converting IFAs into active Penfold advocates — helping them understand how and why Penfold is the right solution for their clients — while also leading the team that supports this channe

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks.The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning.This role offers a

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

IFA Administrator role within a large national Financial Planning business. Recruit Wealth are representing a significant national client, seeking an experienced IFA Administrator to join a regional office as part of a thriving network across the UK. This role will suit an individual with existing e

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).