Financial Planning Administrator

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Senior Paraplanner / Office Manager If you’re a financial services professional currently working as a Senior Paraplanner and you're looking for the next step in your career, this could be the opportunity for you. We’re seeking an Office Manager / Senior Paraplanner to provide first-class support to our administrators, paraplanners, and growing client base. About the Business We are a long-established independent financial planning firm with over 25 years of experience. We pride ourselves on delivering a high-quality, personal service where clients feel comfortable, supported, and valued. Our approach is built on professionalism, clear and jargon-free communication, and a friendly, approachable team culture. Many of our clients have remained with us for years — a reflection of the trust we’ve earned and the consistency of our service. We are now looking for someone who shares these values and is eager to help us maintain our reputation for excellence. The Role This is a varied position where no two days are the same. Responsibilities include: Overseeing day-to-day office operations Writing complex suitability reports Managing the advice process through to completion Ensuring compliance with company policies and regulatory standards You’ll play a key role in supporting financial planners, while also mentoring a small team of administrators and paraplanners to ensure clients receive the highest standards of advice and service. About You At least 5 years’ experience in financial services Level 4 Diploma in Financial Planning (DipPFS or equivalent) Previous managerial or supervisory experience Strong technical knowledge Experience using Intelligent Office and relevant platforms If your experience doesn’t necessarily align perfectly, we still encourage you to get in touch. What We’re Looking For To succeed in this role, you will be able to demonstrate: Strong leadership skills, including supervising staff, allocating work, and monitoring performance Excellent communication skills with both colleagues and clients High levels of technical knowledge Exceptional attention to detail and accuracy Self-motivation and a commitment to continuous learning Reliability and a strong sense of accountability What’s on Offer Salary up to £60,000 Supportive and professional office environment Death in Service 24 days’ holiday plus bank holidays Pension scheme with enhanced employer contributions Please apply below if your experience aligns with the above.

Private Client Planner Chartered Financial Planner | Client-Centric Advisory Role Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice? An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close‑knit advisory team (pods). This role is designed for a senior planner who enjoys long‑term client stewardship, strategic financial planning and shared accountability with colleagues. You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team. Trusted Client Relationships Build, nurture and maintain long‑term client relationships through proactive, high‑touch service Combine technical precision with emotional intelligence to earn trust and inspire confidence Identify planning opportunities and generate referrals through the strength of client relationships Holistic & Strategic Financial Planning Deliver lifestyle‑led, holistic financial planning tailored to clients’ long‑term goals Provide strategic oversight using complex cashflow modelling and clear articulation of investment philosophy Advise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural risk Implement and maintain appropriate planning structures, including trusts and corporate solutions Technical Excellence & Governance Analyse existing arrangements to identify risks, opportunities and planning efficiencies Research, justify and implement suitable advice solutions supported by high‑quality suitability reports Work collaboratively with paraplanning, technical and compliance colleagues Maintain accurate, compliant records in line with regulatory standards Experience & Qualifications Chartered Financial Planner status Significant experience in an ongoing, servicing-focused advisory role Strong technical knowledge across pensions, investments, tax and estate planning Advanced cashflow modelling experience (e.g. Voyant, Truth, CashCalc or similar) Proven track record of long‑term client retention and referral generation Salary, Benefits & Working Pattern Salary: Up to £100,000 Pension: 5% employer contribution (increasing to 7.5% after 5 years’ service) 5% employee contribution after 3 months’ service Payable to a platform pension or NEST Death in Service: 4x annual salary Private Medical Insurance Income Protection: 75% of salary (currently being introduced) Holiday: 25 days annual leave plus bank holidays Office closes between Christmas and New Year (3 days deducted from entitlement) An additional day accrued after 5 years’ service, increasing to 30 days after 10 years Hours: 9:00am – 5:00pm with a 30‑minute lunch break Working Pattern: Full‑time, office‑based during probation (6 months) Post‑probation: 3 days office‑based, 2 days working from home, aligned with client meetings (predominantly in person) Please apply below if you feel this is your next step, and would like more information on the firm and role.

Private Client Planner Chartered Financial Planner | Client-Centric Advisory Role Are you an experienced Chartered Financial Planner who thrives on deep client relationships, technical excellence and delivering outstanding ongoing advice? An established, values-led financial planning firm is seeking a Private Client Planner to play a pivotal role within a close‑knit advisory team (pods). This role is designed for a senior planner who enjoys long‑term client stewardship, strategic financial planning and shared accountability with colleagues. You will take a lead role in shaping and delivering sophisticated, holistic financial planning solutions, working closely with fellow planners and support professionals to ensure exceptional outcomes for clients and sustainable growth for the team. Trusted Client Relationships Build, nurture and maintain long‑term client relationships through proactive, high‑touch service Combine technical precision with emotional intelligence to earn trust and inspire confidence Identify planning opportunities and generate referrals through the strength of client relationships Holistic & Strategic Financial Planning Deliver lifestyle‑led, holistic financial planning tailored to clients’ long‑term goals Provide strategic oversight using complex cashflow modelling and clear articulation of investment philosophy Advise across retirement planning, tax efficiency, estate and succession planning, protection, investments and behavioural risk Implement and maintain appropriate planning structures, including trusts and corporate solutions Technical Excellence & Governance Analyse existing arrangements to identify risks, opportunities and planning efficiencies Research, justify and implement suitable advice solutions supported by high‑quality suitability reports Work collaboratively with paraplanning, technical and compliance colleagues Maintain accurate, compliant records in line with regulatory standards Experience & Qualifications Chartered Financial Planner status Significant experience in an ongoing, servicing-focused advisory role Strong technical knowledge across pensions, investments, tax and estate planning Advanced cashflow modelling experience (e.g. Voyant, Truth, CashCalc or similar) Proven track record of long‑term client retention and referral generation Salary, Benefits & Working Pattern Salary: Up to £100,000 Pension: 5% employer contribution (increasing to 7.5% after 5 years’ service) 5% employee contribution after 3 months’ service Payable to a platform pension or NEST Death in Service: 4x annual salary Private Medical Insurance Income Protection: 75% of salary (currently being introduced) Holiday: 25 days annual leave plus bank holidays Office closes between Christmas and New Year (3 days deducted from entitlement) An additional day accrued after 5 years’ service, increasing to 30 days after 10 years Hours: 9:00am – 5:00pm with a 30‑minute lunch break Working Pattern: Full‑time, office‑based during probation (6 months) Post‑probation: 3 days office‑based, 2 days working from home, aligned with client meetings (predominantly in person) Please apply below if you feel this is your next step, and would like more information on the firm and role.

Paraplanner - Senior Paraplanner – Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We’re looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh. You’ll play a key role in delivering high‑quality, client‑focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you’ll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you’ll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client‑centric approach What’s on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies – enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you’re a confident, commercially minded Paraplanner who enjoys working as part of a high‑performing team, we’d love to hear from you. Submit your CV or contact Pauline Low at Reed on 0141 241 4700 for a confidential chat.

Client Administrator Location: Taunton Salary: Up to £32,000 + Benefits An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience. This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment. Key Responsibilities Act as a key point of contact for clients, handling enquiries and delivering excellent customer service. Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation. Prepare client review packs, valuation reports, and portfolio information for adviser meetings. Maintain accurate client records and update internal back-office systems. Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing. Assist advisers with diary management, appointment scheduling, and workflow administration. Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards. Support the wider team with administrative and operational activities as required. About You Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment. Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds. Strong organisational skills with excellent attention to detail. Professional communication skills, both written and verbal. Ability to manage multiple priorities and work effectively within a busy environment. Must have experience of keying new business for at least 3 of the following providers via their platforms; Quilter Aegon ARC Transact Royal London Parmenion Aviva What’s on Offer Salary up to £32,000 depending on experience. Competitive benefits package. Pension scheme. Ongoing training and professional development support. Study support towards industry qualifications. Friendly and collaborative working environment. Long-term career progression opportunities within a growing business. If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we’d love to hear from you.