Senior Paraplanner

Location: Leeds (Office-based initially, hybrid available) Salary: Flexible (DOE) + Bonus + Benefits Job Type: Full-time, Permanent About the Role We’re currently recruiting for an experienced IFA Administrator to join a well-established, independent financial planning firm. This position offers the opportunity to work closely with advisers and paraplanners, supporting the delivery of high-quality financial planning to a loyal and growing client base. Key Responsibilities Preparing and submitting new business applications and investment trades Obtaining illustrations, key documents and policy information Producing cost and charges disclosures and pre-advice packs Supporting the onboarding of new clients and ensuring compliance requirements are met Maintaining and updating accurate client records on back-office systems Managing workflows and diary tasks to ensure timely completion Submitting letters of authority and chasing providers Ensuring all files are fully compliant and audit-ready About You Minimum 3 years’ financial services administration experience Strong understanding of pensions, investments and financial planning processes Experience with back-office systems (e.g. IO or similar) High attention to detail and strong organisational skills Confident using Microsoft Word and Excel Ability to work in a fast-paced, deadline-driven environment What’s on Offer Competitive salary (depending on experience) Annual discretionary bonus Hybrid working after initial training period Pension, private medical cover & death in service 24 days holiday + bank holidays (increasing with service) Study support and career development opportunities Friendly, supportive working environment Apply Now If you’re an experienced administrator looking to join a professional and growing firm, apply today for immediate consideration. sideration.

Compliance Manager – FinTech / SME 📍 Suffolk (Hybrid) Are you a commercially minded compliance professional ready to step into a broad, high-impact role within a fast-growing financial services environment? I’m working on a fantastic opportunity with an award-winning, tech-enabled UK lender that is continuing to scale and innovate its offering to SMEs. This is a business that blends cutting-edge technology with a genuinely customer-first approach and they’re now looking to appoint a Compliance Manager to play a key role in their next phase of growth. The Opportunity This is a hands-on, leadership-leaning role where you’ll work closely with senior stakeholders, influencing strategy while also remaining close to operations. You’ll support the Head of Compliance in driving regulatory excellence across the business – with exposure spanning regulatory change, financial crime, governance, and data protection. So what? You won’t just be “keeping things compliant” - you’ll be shaping how compliance adds value to a high-growth, tech-driven lender. Key Responsibilities Monitor and interpret regulatory developments, translating them into practical business impact Support Board-level reporting and policy updates Deliver compliance training and act as a key internal advisor Run and enhance the Compliance Monitoring Programme (audits, AML, call reviews, etc.) Conduct contract reviews, manage supplier due diligence, and oversee key agreements Support data protection activity (SARs, DPIAs, data mapping) Manage complaints and liaise with the Financial Ombudsman where required Act as a key checkpoint for AML, fraud, and lending approvals Partner with the business on strategic initiatives, systems, and risk assessments What They’re Looking For Strong compliance background within UK financial services (ideally lending, fintech, or alternative finance) Solid understanding of FCA regulation, AML frameworks, GDPR, and ICO guidance Confidence working across both advisory and operational compliance Experience identifying and mitigating financial crime and fraud risks A proactive, detail-driven approach with the ability to influence stakeholders Why This Role? Broad, high-impact position with real visibility across the business Opportunity to step into a strategically influential role without losing operational breadth Collaborative, forward-thinking culture in a growing fintech Strong benefits package including private healthcare, enhanced leave, and professional development Interested? This is a genuinely exciting role for someone looking to step up or broaden their remit in a fast-paced, evolving environment. Get in touch with Sophie Clarke at Reed (Norwich) for a confidential discussion

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture

IFA Support Administrator – Bristol (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms Keep CRM systems updated with complete and accurate information Prepare documentation and packs for client meetings Client Support Liaise with clients to gather required information and documentation Conduct fact-finds and collect relevant financial details Provide administrative support to assist with client queries and requests Investment Operations Support Assist the investment team with a range of operational tasks including: Processing fund withdrawals Supporting fund switches and portfolio changes Handling bulk or mass investment transactions Ensure investment instructions are processed accurately and on time Compliance & Business Support Provide administrative support to compliance activities Maintain regulatory documentation and internal records Support wider business operations and contribute to improving internal processes Skills & Experience Required Strong organisational and administrative skills Excellent attention to detail and accuracy Confident communicator with the ability to support client interactions Ability to prioritise multiple tasks in a fast-paced environment Comfortable using CRM systems and financial platforms Experience within financial services, wealth management or an IFA environment (desirable) Why Join Us? Competitive salary up to £31,000 Opportunity to develop within a growing and supportive financial services business Hybrid working available after initial settling-in period Collaborative and friendly team culture