62 Financial Planning jobs in the United Kingdom

Recruit Wealth are delighted to be representing our fast growing, private equity backed, national Financial Planning client with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.

The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.

Role Responsibilities:

• Ownership of the new business application process
• Process new business within target/service level agreements
• Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
• Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
• Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.

Benefits of joining the business:

28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus, Hybrid/Work from home, full support for further professional qualifications.

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Staff retention is second to none with our client, we have represented them for years with excellent success.

Recruit Wealth are delighted to be representing our fast growing, private equity backed, national Financial Planning client with offices throughout the UK.

Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount.

The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.

Role Responsibilities:

• Ownership of the new business application process
• Process new business within target/service level agreements
• Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
• Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
• Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
• Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
• Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
• Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
• Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
• Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
• Issue documentation in line with company procedure
• Ensure that client complaints and/or breaches are escalated immediately to management/compliance
• Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
• Ensure comprehensive client information is maintained in the back-office system.

Benefits of joining the business:

28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus, Hybrid/Work from home, full support for further professional qualifications.

A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.

Staff retention is second to none with our client, we have represented them for years with excellent success.

Hybrid – Cheshire Offices | £66,500 + excellent holidays, pension, health and other benefits

Are you an experienced finance professional with a strong background in business planning, treasury, and financial control ? We’re working with a highly respected housing trust in Cheshire who are looking to appoint a Financial Planning Manager to play a key role in their ambitious growth plans.

This is a fantastic opportunity to join a collaborative, values-driven organisation as part of their Leadership Community, reporting directly to the Director of Finance .

The Role

As Financial Planning Manager, you will:

• Lead on the 30-year business plan, stress testing and financial modelling (using BRIXX and other tools).
li>Provide financial leadership and business partnering to support a major development programme.
• Manage the Trust’s treasury function and loan portfolio.
< i>Oversee financial control, compliance and regulatory returns.
• Lead and motivate a small finance team, acting as a key liaison across the organisation.

About You

We’re keen to speak with finance professionals who can demonstrate:

< i>CCAB qualification (or equivalent) with evidence of continued CPD.
• Strong experience in business planning and financial modelling (including BRIXX or similar).
• Proven expertise in treasury management, statutory accounting and business partnering.
• A proactive, collaborative style with the ability to communicate financial information effectively at all levels.
• Experience in the housing sector would be advantageous, but not essential.

What’s on Offer

< i>Salary: £66,500 per annum li>Hybrid working
• Generous annual leave plus bank holidays, additional leave purchase scheme
• Generous employer pension contribution
• Professional memberships covered
• Health, well-being and family-friendly benefits package

This is a permanent role offering long-term career development within a forward-thinking and supportive organisation.

Interested?
If you have the skills and experience outlined above, we’d love to hear from you. Please apply with your CV today, or contact us for a confidential conversation.

Your new company

We are actively looking for a Financial Analyst to join a fast-paced and highly commercial FP&A team, based in Witney.
This role reports to the Senior Finance Business Partner and is responsible for providing commercial and analytical support to the business at an exciting stage of development and growth.
Your new role

• Work with a wide range of stakeholders, including managers from branch network and central functions.
• Deliver insightful analysis of weekly business performance and monthly operational board packs
• Provide timely ad-hoc analysis of financial and non-financial drivers using Excel and PowerBI
• Support the budgeting and forecasting processes
• Work to a high level of accuracy whilst managing multiple priorities and deadlines with your stakeholders

What you'll need to succeed

• Competent in Excel with a desire to progress skills to an advanced level.
• Experience of handling financial and non-financial datasets.
• Experience of using budgeting and BI tools will be an advantage.
• Able to influence through developing relationships across the business.
• A good team player with a proactive attitude.

What you'll get in return

• 25 days holiday, increasing to 27 days through service (plus bank holidays)
• Study support towards a recognised accountancy qualification
• Access to a Healthcare Cashplan
• Discounts on gym membership
• Greatly enhanced maternity & paternity policies
• Cycle to work loan scheme
• Access to discounted personal health policies as well as a range of insurance products
• Retailer discounts
• Employee Assistance Programme

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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• Build & maintain Power BI dashboards &automated reporting tools to provide visibility into financial performance, operational KPIs, & business drivers.
• Develop & deliver insightful monthly reporting packs, ensuring consistency & accuracy across actuals, forecasts, & plans.
• Contribute to planning & budgeting cycles by providing reporting support & analysis.
• Identify opportunities for process standardisation & drive initiatives to improve the efficiency & accuracy of financial reporting.

• Degree in Finance, Accounting, Business, or equivalent experience.
• Strong experience in Power BI development.
• Proficient in Excel and Power Query; knowledge of SAP is a plus.
• Proven ability to translate complex data into actionable insights.
• Strong business acumen and attention to detail.

The Role:   I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1)). Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters’ clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person:   The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: £30-37,000 ( depending on experience) + bonus based on both individual and company performance + 26.5 days holiday + bank holidays + pension + hybrid working + we are happy to fund and support you with professional exams if you choose to take them, although there is no requirement for this (there is a salary increase with each exam passed).

The Company:   Wealth Matters are an award winning, innovative and ambitious Accredited Financial Planning firm, repeatedly voted a top 100 Financial Planning firm. Providing bespoke financial planning, estate planning and investment planning they have been helping clients achieve financial freedom since 1999.

Financial Planning Assistant (Client Relationship Manager), responsibilities include:

• Supporting the Financial Planners with delivering an exception financial planning service to clients.
li>Developing relationships with clients, arranging meetings and being the main point of contact for any queries on their portfolio.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation, including researching  clients’ existing arrangements, collating supporting documents, producing compliant illustrations and application forms and completing all actions arising including fund switches, withdrawals and assignment of policies.
Processing new business application forms, proposals and supporting documentation.
• Contract administration of all products recommended by the Financial Planner (pensions, ISA’s, Investments, Bonds, Protection etc.).
< i>Producing management information and recording and updating all client information on the back-office system.
• General administration and project work, supporting with the development of the firm’s standard operating procedures.

Financial Planning Assistant (Client Relationship Manager), skills and experience required:

< i>Experience of working in an involved customer service orientated support role gained in a professional services environment (financial advice/planning experience is not essential as training will be provided for the right candidate).
• Intelligent, ambitious, proactive, embracing of change and keen to learn.
• A strong relationship builder with exceptional customer service skills, tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Comfortable working on your own initiative, setting personal goals, directing workflow and managing conflicting deadlines.
• Analytical, excellent administrative and organisational skills and a keen eye for detail.
• Strong technology and mathematical aptitude, proficient with MS Office.
• A strong team player who is keen to participate fully in the successful operation of the business.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planning Assistant (Client Relationship Manager) directly on behalf of Wealth Matters so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.

We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.  You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.  Specifically you will:

• Be the point of contact for company, client and third-party queries when dealing with new and existing business.
li>Keep all notes on the back-office system up to date, enabling advisers and other team members to appraise themselves of the current situation as required.
• Process, and follow through to completion, the setting up of new investments and policies for clients, which include Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
• Process online fund switches and manage through to completion.
• Maintain the back-office system; adding new clients and maintaining the portfolio content, including contributions and withdrawals plus other ad hoc details as required.
• Utilise the client management system to accurately process new and existing business, including (monthly) valuations and diary management.
• Provide review and valuation documentation in relation to client reviews and deal with any changes to the portfolio and/or client circumstances.
• Diary management for Advisers.
• Ensure all documentation is scanned to paperless system and all emails are saved to the client records.
• Liaise with external parties regarding any queries (insurance companies etc.).
• Manage own workload.
• Prepare meeting packs for advisers

We are seeking those who have 1-3+ years experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo / First.  Any experience you have working with online platforms such as AEGON, Transact or AJ Bell would be to your advantage.  If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage.

This role is for a 9-Month Maternity cover contract.

Financial Planning Administrator – Financial Services

Location: Knutsford (Hybrid Working Available)

Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits

Job Type: Full-time, Permanent

A highly respected and growing, National wealth and investment management firm in Knutsford is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

• Provide administrative support to Financial Planners
• Maintain accurate client records and update internal systems
• Liaise with clients and third-party providers to gather and process information
• Prepare valuations, meeting packs, and documentation
• Assist with new business onboarding, including AML and account setup
• Promote and support use of digital tools with clients
• Identify and report any risks or breaches in line with company policy

About You:

• 2+ years’ experience in a financial services administrative role
• Excellent organisational and communication skills
• Client-focused and detail-oriented
• Comfortable managing multiple tasks and meeting deadlines
• Proficient in Microsoft Office and back-office systems
• Degree educated preferred, but not essential
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning

Benefits Include:

• Private Medical Insurance
• Group Life Assurance (4x salary)
• Group Income Protection
• Pension scheme with employer contributions
• Generous holiday allowance with option to purchase additional days
• Fully funded professional development , including exams, memberships, and study materials
• Cycle to Work Scheme & Season Ticket Loan
• Health Cash Plan, Gym Discounts, Will Writing, and more
• Annual discretionary bonus

This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch to find out more.

Financial Planning Administrator – Financial Services

Location: Liverpool (Hybrid Working Available)

Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits

Job Type: Full-time, Permanent

A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning Administrator to join their collaborative and client-focused team. This role is ideal for someone with experience in financial planning administration who is ready to take the next step in their career, into a National firm who operate with the best resources and a high level clientele.

About the Role:

As a Financial Planning Administrator, you’ll play a key role in supporting Financial Planners to deliver outstanding service to a varied client base. You’ll manage client documentation, liaise with third-party providers, prepare for client meetings, and ensure all administrative processes are accurate and compliant.

Key Responsibilities:

• Provide administrative support to Financial Planners
• Maintain accurate client records and update internal systems
• Liaise with clients and third-party providers to gather and process information
• Prepare valuations, meeting packs, and documentation
• Assist with new business onboarding, including AML and account setup
• Promote and support use of digital tools with clients
• Identify and report any risks or breaches in line with company policy

About You:

• 2+ years’ experience in a financial services administrative role
• Excellent organisational and communication skills
• Client-focused and detail-oriented
• Comfortable managing multiple tasks and meeting deadlines
• Proficient in Microsoft Office and back-office systems
• Degree educated preferred, but not essential
• Keen to pursue further qualifications – full study support provided toward the Diploma in Financial Planning

Benefits Include:

• Private Medical Insurance
• Group Life Assurance (4x salary)
• Group Income Protection
• Pension scheme with employer contributions
• Generous holiday allowance with option to purchase additional days
• Fully funded professional development, including exams, memberships, and study materials
• Cycle to Work Scheme & Season Ticket Loan
• Health Cash Plan, Gym Discounts, Will Writing, and more
• Annual discretionary bonus

This is a fantastic opportunity to join a forward-thinking firm that values its people and offers clear career progression. If you’re ready to grow your career in a dynamic and supportive environment, apply today with your CV or get in touch