Paraplanner

Experienced Paraplanner Location: Worthing Salary: Up to £47,500 per annum I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions. Key Responsibilities Prepare and maintain client files Draft and implement recommendations Ensure compliance documentation is complete Conduct due diligence for investment committee Provide technical support to advisers Write client-focused reports Research and review market products Assist the Paraplanning Line Manager with ad hoc tasks Ideal Candidate Minimum 3 years’ experience in a paraplanning role, including Annual Reviews and Recommendation Reports Level 4 Diploma qualified (or close) Proficient in Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) Strong organisational and decision-making skills Ability to work independently and manage workload effectively Thorough understanding of compliance regulations Adaptable and proactive What’s on Offer? Salary up to £47,500 4% employer pension contributions Death in Service benefit WPA Cash Plan (after qualifying period) Relaxed dress code policy Modern, friendly working environment Long-term career prospects and progression opportunities Hybrid working after initial training Diversity & Flexibility We value diversity and welcome applications from all backgrounds. Flexible working arrangements are available. please discuss your requirements with us. Interested? Apply now to join a forward-thinking team and take the next step in your paraplanning career.

About the Firm A well-established, professionally connected Independent Financial Advisory (IFA) firm with a strong reputation for delivering high-quality, holistic financial planning to HNW and mass affluent clients. Their collaborative culture, technical excellence, and client-first philosophy sets them apart, and due to continued growth, are seeking an experienced Senior Paraplanner to join their team. The Role As a Senior Paraplanner, you will play a key role in supporting our Financial Planners by delivering high-quality technical analysis, research, and suitability reports. You will work closely with advisers and administrators to ensure the delivery of precise, compliant, and client-focused financial planning solutions. This is an excellent opportunity for an experienced paraplanner looking to take on greater responsibility, mentor junior team members, and contribute to the ongoing development of the firm’s technical standards. Key Responsibilities Prepare detailed and compliant suitability reports across pensions, investments, protection, and retirement planning Conduct comprehensive financial research and analysis to support client recommendations Interpret complex financial data and translate into clear client outcomes Review and maintain client portfolios in line with ongoing service requirements Provide technical support to Financial Planners ahead of client meetings Ensure all work adheres to FCA regulations and internal compliance procedures Assist in developing and improving paraplanning processes and templates Support and mentor junior paraplanners where appropriate About You You will be a technically strong and detail-oriented professional who thrives in a collaborative, quality-driven environment. Essential: Diploma in Regulated Financial Planning (or equivalent) Proven experience in a paraplanning role within an IFA environment Strong technical knowledge across pensions, investments, and tax planning Excellent report writing and analytical skills High level of accuracy and attention to detail Desirable: Chartered Financial Planner status or actively working towards Chartered status Experience working with high-net-worth clients Familiarity with leading financial planning tools and platforms What is on Offer Competitive salary and discretionary bonus Hybrid/flexible working arrangements Full support toward Chartered status and ongoing professional development A collaborative and professional team environment Opportunity to contribute to and influence a growing business

Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.

Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.

Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.

Job Title: IFA Office Manager Location: Bristol - hybrid Reports to: Head of International Operations Works with: Directors, Team Leader / Process Manager, Advisers, All Staff Purpose of the Role We are seeking a dynamic Office Manager to join our IFA firm, responsible for ensuring the smooth, compliant, and efficient operation of our office and administrative framework. This role is pivotal in driving processes and procedures, reporting directly to the Head of Operations. The Office Manager will oversee office operations, systems, procedures, compliance oversight, and workflow planning, ensuring administrative work is prioritised and delivered within agreed standards. Key Responsibilities Workflow & Operational Oversight Allocate and prioritise administrative tasks across the business to ensure deadlines and service standards are met. Oversee new business processing, ensuring accuracy and completeness. Act as the escalation point for system issues. Monitor output and standards at a functional level and escalate delivery concerns to the Team Leader. Systems & Data Management Own and maintain back-office systems including True Potential, GoldMine, Trove, and OwnCloud. Ensure systems are kept up to date and data integrity is maintained. Set up new advisers and users on relevant systems. Maintain client registers and internal tracking spreadsheets. Liaise with providers regarding system access, Terms of Business, and operational requirements. Procedures, Compliance & Governance Own and maintain office procedures, workflows, and record management processes. Ensure the Staff Handbook and internal procedures are reviewed and kept up to date. Ensure client documentation and data handling comply with company policy, including password protection requirements. Provide operational support to the Certification Manager as required. Office & Facilities Management Manage office facilities and services, including landlord liaison and maintenance arrangements. Oversee utilities, servicing schedules, and office suppliers. Maintain security systems and act as the first point of contact for alarm activations. Ensure office resources and infrastructure support business needs. Director & Business Support Provide administrative support to Directors. Support company award applications, trademarks, and other director-level initiatives. Role Boundaries This role does not include direct line management, performance management, or staff appraisals. Day-to-day supervision, coaching, and people management sit with the Team Leader / Process Manager. What We Offer A competitive salary and benefits package. A collaborative and supportive work environment. Opportunities for professional growth and development. If you are a proactive and organised individual with a passion for driving operational excellence, we would love to hear from you. Apply now to join our team and contribute to our mission of delivering exceptional financial planning services.

Temporary Audio Typist Location: Guildford Job Type: Temporary An excellent opportunity has arisen for a skilled Audio Typist to join a busy and professional team on a temporary basis. This role is ideal for someone with strong transcription skills seeking flexible, short-term work in a supportive environment. Day-to-day of the role: Transcribe audio recordings into clear and accurate written documents, ensuring high standards of documentation. Format documents according to company standards. Proofread and check work for grammar, spelling, and accuracy. Manage workload effectively to meet tight deadlines. Handle sensitive information with the utmost confidentiality. Required Skills & Qualifications: Proven experience in audio typing or transcription. Excellent typing speed and accuracy. Strong attention to detail. Good command of written English. Ability to work independently and manage time effectively. Proficiency in Microsoft Office, particularly Word. Benefits: Flexible working hours. Supportive team environment. Opportunity to develop professional transcription skills. To apply for the Temporary Audio Typist position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.

Junior Administrator - Financial Services Annual Salary: £25,000 - £27,000 Location: Guildford Job Type: Full-time We are seeking a Junior Administrator to join our client's team in the financial services sector. This role is ideal for someone looking to start a career in financial services. No prior experience is necessary; we value a strong work ethic, keen attention to detail, and a genuine interest in financial services. Day-to-day of the role: Act as the first point of contact for calls and client enquiries. Manage all incoming and outgoing post, including scanning, filing, and distribution. Maintain accurate client records across internal systems and MailChimp. Support finance tasks, including purchase ledger and company credit card reconciliation. Assist with general administration, file checks, and office supplies ordering. Support marketing and events, including newsletters, social media, website updates, and company events. Required Skills & Qualifications: An interest in financial services would be preferred. Strong organisational and communication skills. Good attention to detail. Confidence in using Microsoft Office Suite. Eagerness to learn and develop within the financial services industry. Benefits: Comprehensive training and development programs. Supportive team environment. Opportunities for career progression within the financial services sector. To apply for this Junior Administrator position in financial services, please submit your CV.

🌟 IFA Administrator – Aberdeen 🌟 Ready to take the next step in your financial services career? We’re looking for an organised, detail-driven IFA Administrator to join our clients growing, supportive team in Aberdeen. In this key role, you’ll work closely with experienced Independent Financial Advisers, keeping client records accurate, managing new business, preparing review packs, and ensuring everything runs smoothly behind the scenes. If you thrive in a fast-paced environment and enjoy delivering excellent client service, this could be the perfect move for you. What you’ll be doing: Supporting advisers with client administration and documentation Managing client records and workflows via Intelligent Office (IO) Preparing valuations, reports, and review packs Liaising with clients, providers, and third parties Keeping everything compliant, accurate, and on track What we’re looking for: Experience in IFA or financial services administration role Strong organisational skills and attention to detail Confident communicator with a proactive attitude Familiarity with IO or similar CRM systems (preferred) What’s in it for you? Highly competitive salary DOE 30 days’ holiday (increasing with each years’ service) Generous pension scheme Death in Service (4x salary) Flexible benefits package (currently being enhanced!) Study support towards professional qualifications Join a business where your contribution is valued and your career can grow. Apply today and take your career forward For a confidential chat, please reach out to Pauline Low at Reed on 0141 241 4700

Financial Services Administrator Hybrid (3 days office / 2 days home) Looking for a role where organisation meets impact? Join a dynamic financial services team as a Financial Services Administrator, playing a pivotal role at the heart of client delivery. You’ll act as the key link between advisers, paraplanners, and clients—keeping everything running smoothly, from client reviews to new business processing. If you thrive in a fast-paced environment and love keeping things organised, this could be your perfect next move. What you’ll be doing Coordinating client reviews and managing appointments Preparing and maintaining accurate client records and documentation Supporting advisers with new business and ongoing client servicing Managing workflows, applications, and provider communications Acting as a first point of contact for clients and internal teams Keeping systems up to date and ensuring compliance standards are met What we’re looking for Experience in financial services working with HNW clients Highly organised with exceptional attention to detail Strong communication and relationship-building skills A proactive mindset and ability to handle a busy workload Ambition to grow—support provided to work towards Level 4 qualification What’s in it for you? Highly competitive salary (DOE) Hybrid working - 3 days office / 2 days home 37 days leave + birthday off Generous pension contribution Private medical insurance & strong protection benefits Half days on Christmas Eve & New Year’s Eve Study support towards professional qualifications Supportive, friendly and collaborative team Be part of a collaborative, client-focused environment where your contribution truly matters. Apply now to take the next step in your career. For a confidential chat, please reach out to Pauline Low at Reed on 0141 241 4700