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Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes.
This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service.
This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g.
Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner - ability to learn how to use new systems and processes.
Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.
Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: £27000 - £30000 per annum + Benefits
Posted: 2026-02-05 12:53:31
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ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office / 2 home after probation)About the roleWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team.
This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession.You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment.Duties include: Technical & Report Writing
Produce high-quality suitability reports across pensions and investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client files
Client & Case Support
Analyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on Intelliflo
Platform, Quality & Compliance
Support the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvement
Systems you will use
IntellifloDynamic PlannerFE AnalyticsTrue Potential
What we are looking forEssential
2+ years' + Paraplanning experienceSolid understanding of UK financial products (pensions, ISAs, investments, protection)Strong report writing and written communication skillsHigh attention to detail and accuracyConfident analysing financial information and riskOrganised, deadline-driven and comfortable learning new systemsProfessional confidence to challenge constructively when needed
Personal Fit
A genuine interest in paraplanning as a professionReceptive to feedback and keen to develop technicallyTeam-focused, collaborative and dependable
Desirable
Paraplanning or financial services experienceCII Level 4 Diploma (or working towards)Knowledge of financial planning softwareExposure to trusts, estate planning or IHT
What we offer
Competitive salary (DOE)25 days holiday + bank holidaysDeath in Service (£100,000 cover)Private Medical Insurance (Vitality)Performance-related bonusHybrid working (3 office / 2 home after probation)Study support and CPDFree on-site parkingModern, tech-forward systems and processesSmall, supportive team environment with real technical exposure
We are in a busy phase of growth and platform integration, so you’ll need to be adaptable while maintaining high quality standards.
We value professional challenge and welcome people who speak up when something doesn’t look right.This role is not a stepping stone into advice.
We are looking for someone committed to becoming an excellent paraplanner.Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.
You may be contacted directly by the employer should they wish to progress your application.
Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Type: Permanent Location: Silsden, West Yorkshire, England
Start: Negotiable
Duration: Permanent
Salary / Rate: £33k per year + + Benefits
Posted: 2026-02-05 10:08:51
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ParaplannerHybrid London, EC2RSalary £40k - £50k pa + BenefitsPermanent, Full time – early finish on FridaysCitygate Financial Planning Limited is looking for an experienced Paraplanner to join our close-knit team.
This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter.You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals.Responsibilities include:
Building detailed cashflow models using Voyant to bring clients’ plans to lifeWriting clear, well-structured suitability reports that clients can easily understandProducing technical analysis and recommendations across pensions, investments and protectionResearching protection solutions and planning strategies tailored to individual client needsPreparing forward planning reports following client reviews to support long term goalsWorking closely with advisers to understand client priorities and shape appropriate advicePlaying a key role in delivering a consistently high standard of client experienceEnsuring all work is accurate, compliant and in line with regulatory standards
This role is ideal for someone who is committed to building a long-term career in paraplanning and takes real pride in producing high quality, well-presented work.
You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload.
Above all, you will value being part of a supportive and collaborative team.What we are looking for
Level 4 Diploma in Financial Planning or equivalentAt least three years’ experience working as a ParaplannerStrong technical knowledge across pensions, investments and protectionConfidence working independently while also contributing to the wider team
Desirable experience
Working knowledge of Intelliflo OfficeExperience using VoyantFamiliarity with AJ Bell
What you can expect from us
A starting salary between £40k-£50k per year, depending on experienceA strong and well-rounded benefits package including private medical insurance, income protection, death in service cover, health cash plan and salary sacrifice pension schemeHybrid working, giving you flexibility and a better work life balanceEarly finish every Friday so you can start the weekend earlyCitygate Days, with the last Friday of every month off as an extra day to yourselfFull support for professional development, including funding for relevant training and qualificationsA friendly, professional and ambitious environment where you will be supported and encouraged to grow
About CitygateCitygate is a small, well-established business, which means you will never feel like just a number.
We work closely with business owners, lawyers and city professionals, helping them build, protect and enjoy long term financial freedom.
Our culture is friendly, forward thinking and professional, with an ambitious mindset and a genuine focus on doing the right thing for both our clients and our team.The interview process
Stage one: online interview via Microsoft TeamsStage two: two-part assessmentStage three: in person meeting with our Managing Director and a member of the team
If Citygate sounds like the right place for you, please submit your CV! We look forward to hearing from you. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy.
You may be contacted directly by the employer should they wish to progress your application.
Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Type: Permanent Location: London, Greater London, England
Start: Negotiable
Duration: Permanent
Salary / Rate: £40k - 50k per year + Benefits
Posted: 2026-01-16 09:46:30
