Financial Planning Administrator

Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.

Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Financial Planning Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: Act as a key point of contact, providing a professional and personable service to clients Support Financial Planners with the delivery of tailored financial advice Manage client administration including documentation, valuations, and new business processing Coordinate meetings, manage diaries, and maintain accurate client records Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? Join a forward-thinking organisation with a strong reputation in financial planning Work within a supportive, collaborative, and professional environment Be part of a growing business with a clear vision and focus on client experience Opportunity to develop your career within financial services What you’ll bring: Experience within a client-focused or administrative role (financial services is preferred) Strong organisational skills with the ability to manage multiple priorities Excellent communication skills and professional telephone manner High attention to detail and commitment to delivering quality service Positive, proactive approach and team-oriented mindset What’s On Offer: Competitive salary and annual bonus based on performance Hybrid working after probation Generous holiday allowance + bank holidays Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.

Junior Credit Risk Analyst Location: Kingswood, Surrey Hourly: £15.93 per hour PAYE or £20.21 per hour via umbrella Job Type: Temporary until the end of 2026 Hours: 35 hours per week (initially 100% office based) We are seeking a Junior Credit Risk Analyst to join our growing credit risk function within a dynamic and fast-paced commercial environment. This role is crucial in supporting the management of a major business portfolio by providing administrative, analytical, and underwriting support. You will work closely with stakeholders across the business, ensuring effective credit risk processes and contributing to informed decision-making. Day-to-day of the role: Manage the day-to-day credit vetting process, ensuring timely handling of limit requests. Oversee and prioritise queries within the credit risk inbox. Administer the credit insurance policy, including withdrawals and limit adjustments. Monitor and maintain the security portfolio, including audits and inactive account reviews. Process security documentation and manage refund procedures. Review and track extended payment terms requests. Assist with SME underwriting activities, with scope to develop authority over time. Deliver daily financial and macroeconomic commentary to key stakeholders. Produce reports and insights for senior management and credit committees. Collaborate with data teams to support regulatory requests and analysis. Work closely with sales and finance teams to manage credit priorities effectively. Required Skills & Qualifications: Strong Excel skills and confidence working with data. Excellent communication and stakeholder management skills. Highly organised, with the ability to manage multiple priorities independently. Proactive, detail-oriented, and keen to develop within credit risk. Desirable: Exposure to credit risk, collections, or financial services. Basic understanding or interest in macroeconomic trends. Any experience in credit underwriting is advantageous. Benefits: Opportunity to develop within a specialist credit risk environment. Exposure to senior stakeholders and business decision-making. Supportive team with clear progression opportunities. To apply for the Junior Credit Risk Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Junior Credit Risk Analyst Location: Kingswood, Surrey Hourly: £15.93 per hour PAYE or £20.21 per hour via umbrella Job Type: Temporary until the end of 2026 Hours: 35 hours per week (initially 100% office based) We are seeking a Junior Credit Risk Analyst to join our growing credit risk function within a dynamic and fast-paced commercial environment. This role is crucial in supporting the management of a major business portfolio by providing administrative, analytical, and underwriting support. You will work closely with stakeholders across the business, ensuring effective credit risk processes and contributing to informed decision-making. Day-to-day of the role: Manage the day-to-day credit vetting process, ensuring timely handling of limit requests. Oversee and prioritise queries within the credit risk inbox. Administer the credit insurance policy, including withdrawals and limit adjustments. Monitor and maintain the security portfolio, including audits and inactive account reviews. Process security documentation and manage refund procedures. Review and track extended payment terms requests. Assist with SME underwriting activities, with scope to develop authority over time. Deliver daily financial and macroeconomic commentary to key stakeholders. Produce reports and insights for senior management and credit committees. Collaborate with data teams to support regulatory requests and analysis. Work closely with sales and finance teams to manage credit priorities effectively. Required Skills & Qualifications: Strong Excel skills and confidence working with data. Excellent communication and stakeholder management skills. Highly organised, with the ability to manage multiple priorities independently. Proactive, detail-oriented, and keen to develop within credit risk. Desirable: Exposure to credit risk, collections, or financial services. Basic understanding or interest in macroeconomic trends. Any experience in credit underwriting is advantageous. Benefits: Opportunity to develop within a specialist credit risk environment. Exposure to senior stakeholders and business decision-making. Supportive team with clear progression opportunities. To apply for the Junior Credit Risk Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.

Client Contact Senior Consultant Location: Swindon (Hybrid – 3 days in office, 2 days from home) Salary: Up to £41,000 + bonus + excellent benefits The Opportunity We’re looking for a Client Contact Senior Consultant to play a pivotal role in ensuring high-quality adviser interactions, strong customer outcomes, and full adherence to FCA principles. This is a highly visible role where you’ll collaborate with internal teams and third-party providers, taking ownership of monitoring performance, identifying risks, and driving continuous improvement across customer contact activity. This opportunity is ideal for someone currently working as a Business Assessor, Complaints Handler, Quality Assessor, or similar within financial services. Key Responsibilities Support delivery of the Client Contact Programme, ensuring adherence to processes, standards, and guidelines Oversee third-party providers, ensuring performance meets agreed SLAs and quality standards Conduct adviser surveys to proactively identify risks and areas for improvement Own and deliver supplier training, ensuring scripts are accurate and compliant Act as an escalation point for complex issues and provide clear reporting Monitor breaches and identify emerging trends and risks Build strong stakeholder relationships to embed insights and drive improvements What We’re Looking For Strong financial services experience, ideally within wealth products Good understanding of FCA regulation and customer outcome standards Level 4 Diploma (or working towards) is advantageous Confident communicator, able to influence and build relationships at all levels Comfortable managing challenging conversations and high-pressure situations Analytical mindset with strong problem-solving and commercial awareness What’s in it for You Salary up to £41,000 On-target bonus of 10% Pension matched up to 5% Critical illness cover, income protection & death in service 27 days holiday + bank holidays (option to buy more) Flexible benefits including private medical & dental cover Hybrid working (3 days in Swindon office, 2 days from home) Why Join? You’ll be joining a fast-paced, growing organisation with a strong focus on employee development, inclusivity, and work-life balance. This is a business that invests in its people, encourages individuality, and provides genuine opportunities to progress your career.