We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice.

Key Responsibilities

• Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products
• Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented
• Support Financial Planners with the preparation of client annual reviews
• Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements
• Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies
• Communicate with product providers to obtain policy information, valuations, illustrations and documentation
• Assist advisers with meeting preparation and post-meeting follow-ups
• Conduct Anti-Money Laundering checks and identity verification
• Ensure client records and documentation meet regulatory and internal compliance standards
• Maintain accurate and up-to-date records within the firm’s CRM and back-office systems
• Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service
• Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow
• Fully remote work can be considered

Skills & Experience

• Minimum 2 years’ experience as a Paraplanner within a UK financial planning or advisory firm
• Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification)
• Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection
• Experience conducting AML checks and maintaining regulatory standards
• Excellent report-writing ability with strong attention to detail
• Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments
• Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms
• Highly organised with the ability to manage multiple priorities and work both independently and collaboratively
• Experience supporting a firm during or after merger and acquisition activity
• Familiarity with discretionary investment management, cashflow modelling and tax planning strategies
• Exposure to high-net-worth client cases and complex financial planning scenarios

If this sounds like the role for you, apply today!

We are recruiting on behalf of a growing UK-based financial services and wealth management firm that provides investment solutions and platform services to financial advisers and their clients. The business is expanding and investing in its technology and operations, creating an opportunity for an experienced Investment Administrator to join the team and support the ongoing development of its investment platform.

The Role

The Investment Administrator will play a key role in supporting the day-to-day operations of the firm’s investment platform. This is a varied position that combines platform administration, adviser support, operational oversight, and data monitoring.

Key Responsibilities

• Liaise with the platform technology provider on operational matters
• Handle queries from financial advisers and operate the platform helpdesk
• Manage the client services inbox and maintain the platform system
• Update and maintain the back-office CRM and daily task dashboards
• Monitor platform accounts, including cash balances, withdrawals and Direct Debits
• Carry out monthly platform and DFM fee checks and reporting
• Support platform migrations and monitor transfer funds
• Assist with operational reporting, statements and platform documentation
• Maintain error logs and contribute to improving operational processes

Experience & Skills

• Minimum 4 years’ experience in the financial services sector
• Good understanding of investment platforms
• Excellent telephone and client communication skills
• Strong written and verbal communication
• Excellent organisation and prioritisation skills with the ability to meet deadlines
• Strong numerical skills and attention to detail
• Good analytical and problem-solving ability
• Ability to work under pressure in a fast-paced environment
• Comfortable liaising with multiple internal teams and external adviser firms

If this sounds like the role for you, apply today!

Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, are looking for a Client Support Adviser to join their Bristol based team.

Responsibilities include

• Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
• Deal with administrative tasks relating to the platform
• Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
• Keep up to date with industry regulations and changes

About You

• Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
• Experience within a client facing role, and focus on customer service
• Proactive mindset
• Outstanding communication skills, with a professional demeanour
• Strong attention to detail and ability to prioritise

Please apply today to be considered for this role.

We are working with a well-established UK wealth management and financial services organisation that provides investment management, stockbroking and advisory services to clients across the UK. The business places a strong emphasis on client outcomes, regulatory compliance and continuous improvement of its services. Due to continued growth, the company is looking for an experienced Complaints Handler on a 6 Month FTC to join their Bristol based team.

The Role

As a Complaints Handler, you will be responsible for managing and resolving client complaints relating to financial advice and service delivery. The role requires strong technical knowledge of the wealth management sector and the regulatory framework surrounding complaints handling. You will work closely with internal stakeholders to investigate complaints thoroughly, determine appropriate outcomes, and ensure responses meet regulatory standards and deliver fair client outcomes.

Key Responsibilities

• Manage and investigate client complaints relating to financial advice and service issues
• Ensure complaints are handled in line with FCA complaint handling rules and regulatory expectations
• Assess cases objectively and determine appropriate resolutions and redress where required
• Draft clear, professional written responses to clients and relevant stakeholders
• Liaise with internal teams across the business to gather information and support investigations
• Apply redress methodologies where appropriate and ensure fair customer outcomes
• Maintain accurate records and ensure cases progress within required timeframes
• Conduct root cause analysis (RCA) to identify trends and opportunities for process improvements
• Support the production of management information and reporting relating to complaints

Skills & Experience

We are looking for someone with strong experience within financial services complaints handling and a solid understanding of the wealth management sector. Key requirements include:

• Excellent knowledge of wealth management and stockbroking environments
• Substantial experience handling advice and service complaints within financial services
• Strong understanding of FCA complaint handling rules and the Financial Ombudsman Service (FOS) approach to complaints and redress.
• Experience applying redress methodologies
• Excellent written and verbal communication skills with the ability to remain professional under pressure
• Strong relationship management skills with the ability to empathise with clients
• Sound judgement and decision-making ability
• Strong workflow management and prioritisation skills
• Ability to work both independently and collaboratively within a team environment
• Experience working with stakeholders at all levels of an organisation
• Good knowledge of Excel, with experience using reporting or MI tools beneficial
• Experience performing root cause analysis to identify trends and drive improvements

This is an excellent opportunity to join a respected financial services organisation where you will play a key role in delivering fair customer outcomes while helping to improve business processes and client experience.

Our client, a financial services firm, is seeking an experienced Pensions Specialist to act as the subject matter expert for pension products and propositions. You will ensure products operate in line with legislation, regulatory requirements and scheme rules, providing technical oversight, governance and guidance across the business.

This role is responsible for embedding regulatory and technical standards into operational processes, reporting, product development and governance activity. You will also act as the escalation point for complex pension matters and support regulatory change delivery.

Key Responsibilities

• Provide technical oversight of pension products and ensure regulatory compliance.
• Own pension-related reporting and oversee payroll and tax guidance.
• Monitor and interpret legislative and regulatory developments.
• Translate regulatory change into business impact and implementation plans.
• Act as SME for complex pension queries and provide stakeholder guidance.
• Oversee third-party pension arrangements and due diligence frameworks.
• Support pension product change and provide technical sign-off on documentation.
• Contribute to governance forums and escalate emerging risks appropriately.

About You

• Strong pensions technical knowledge with R04 (or equivalent) minimum.
• Proven ability to interpret complex regulation within an FCA-regulated environment.
• Strong analytical, governance and stakeholder management skills.
• Confident working autonomously and influencing across departments.
• Excellent communication skills and strong Excel capability.
• Committed to ongoing CPD and maintaining industry knowledge.

This is a key role offering ownership, influence and the opportunity to shape pension governance and regulatory excellence within a dynamic organisation.

Do you have strong customer service and call handling experience? 

Our client, a global investment platform, is looking for a Client Services Consultant to play a key role in delivering exceptional service to advisers and clients. 

You’ll be supporting DFMs, Financial Advisers and clients across onboarding, compliance and operational service delivery – taking on average 15-20 calls per day (GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates). You would also be able to get involved with important projects as well as BAU.

What You’ll Do:

• Act as first point of contact for advisers, clients, and third parties
• Process operational tasks efficiently while maintaining high standards
• Identify improvements to enhance client experience and efficiency
• Adhere to KPIs, SLAs, and regulatory requirements (Consumer Duty, GDPR, CASS)

 
Skills & Experience:

• Call handling experience (financial services preferred but not required)
• Strong communication and interpersonal skills
• Attention to detail, analytical, and organised
• Self-motivated and proactive

If you’re driven, detail-oriented, and passionate about customer services, this is the role for you.

We are partnering with an award-winning investment solutions platform that supports ambitious financial advice firms in building and delivering their own investment propositions. Entrepreneurial, collaborative and forward-thinking, the business is focused on delivering outstanding outcomes for advisers and their clients.

Marketing plays a pivotal role in driving brand awareness, supporting sales activity and strengthening adviser retention. The Investment Marketing Specialist will sit at the heart of this effort, creating compelling, insight-led content and campaigns that position the firm’s investment team as a trusted partner to financial advisers. This is a mid-level role requiring strong investment knowledge, exceptional writing skills, and a solid grasp of digital marketing within a regulated financial services environment.

About the role:

• Support delivery of the investment marketing communications strategy and plan — on time and within budget — to drive profitable acquisition and retention
• Create high-quality investment content including thought leadership articles, reports, commentary, training materials, webinar content and event collateral
• Collaborate closely with the Investment team to translate technical market insights into clear, engaging and adviser-focused communications
• Develop and deliver campaign assets to support proposition developments, regulatory changes and strategic initiatives in partnership with Product and Sales teams
• Contribute to the continuous improvement of investment webpages, including testing and optimisation to enhance user experience and engagement
• Support the planning and execution of investment-focused events and webinars, ensuring content is relevant, differentiated and lead-generating
• Monitor performance of communications and campaigns, using adviser feedback and engagement data to drive continuous improvement
• Enhance investment-related social media presence, improving impressions, engagement and overall digital effectiveness
• Build deep market, competitor and customer insight to ensure communications remain timely, relevant and impactful
• Partner with key stakeholders, particularly Sales, to align marketing activity with commercial objectives and lead generation efforts

Skills & Experience:

• Exceptional investment writing, copywriting and content creation skills (essential)
• Strong understanding of investment products, markets and industry concepts
• Experience producing marketing content within a highly regulated environment
• Excellent communication and stakeholder management capabilities
• Marketing communications experience within financial services — ideally working with IFAs, platform services or investment solutions
• Knowledge of digital marketing, website optimisation and social media best practices is advantageous

Personal Attributes:

• Commercially minded with strong attention to detail
• Collaborative and confident working cross-functionally
• Proactive, organised and comfortable managing multiple priorities
• Passionate about delivering high-quality outcomes for advisers and clients

Regulatory & Conduct Expectations

As a regulated financial services business, all employees are expected to uphold the highest standards of integrity and professionalism. The successful candidate will:

• Act with integrity, skill, care and diligence
• Treat customers fairly and deliver good outcomes for retail clients
• Maintain open and cooperative relationships with regulators
• Observe proper standards of market conduct

This is an excellent opportunity to join a progressive, growth-focused organisation where marketing plays a strategic role in commercial success. You will have the opportunity to work closely with investment specialists, influence brand positioning in the adviser market, and contribute meaningfully to business growth.

If you are an experienced investment content specialist looking to combine technical expertise with creative marketing impact, we would love to hear from you.

Our client, a highly regarded financial services company, is looking for a proactive and highly organised HR Administrator to support the HR team across the full employee lifecycle in a fast-paced environment.

Key Responsibilities

• Maintain employee records and HR systems
• Support recruitment, onboarding and probation processes
• Act as a first point of contact for recruitment coordination
• Process employee changes, leavers and absence requests
• Assist with payroll administration and reporting
• Produce HR reports and management information
• Support process improvements and system development

About You

• Highly organised with strong attention to detail
• Confident using HR systems and IT tools
• Proactive, adaptable and solution-focused
• Strong communicator who enjoys building relationships
• Keen to learn and develop within HR

This is a varied and hands-on role offering the opportunity to contribute to efficient HR operations and continuous improvement.

We are working with a highly regarded Investment Management Firm seeking a Marketing Specialist to join their Bristol based team.

This is a varied and influential role, responsible for managing the end-to-end communication and marketing framework across the business, ensuring all materials are compliant, consistent, and aligned with brand and regulatory requirements.

Key Responsibilities

• Own and maintain the communications and marketing strategy, including digital platforms and client-facing materials
• Manage day-to-day marketing and communication processes, ensuring all collateral is current, compliant, and fit for purpose
• Oversee financial promotions, ensuring approvals and records meet FCA requirements
• Collaborate with subject matter experts across the business to produce accurate and compelling content
• Manage websites, portals, intranet content and other digital communication channels
• Oversee consent lists and marketing communications to clients and partners
• Lead annual and ongoing reviews of key documentation and marketing literature
• Drive continuous improvement, identifying efficiencies and cost savings
• Act as a trusted advisor and champion of communications best practice across the organisation

Knowledge, Skills & Experience

• Strong understanding of financial services and regulated marketing environments
• Solid knowledge of FCA Financial Promotion rules and expectations
• Experience in a marketing, communications, technical or financial promotions role
• Excellent stakeholder management skills, with the ability to work across all levels
• Exceptional written and verbal communication skills
• Confidence reviewing and improving content for clarity, compliance and consistency
• Strong Microsoft Office skills (Word, Excel and PowerPoint)

Why Apply?
This is an excellent opportunity to take ownership of communications within a respected financial services business, working closely with senior stakeholders and playing a key role in shaping how investment propositions are presented to clients and partners.

Do you have excellent interpersonal and communication skills, with strong data processing abilities?

Our client, a growing financial services firm, is looking for an Investment Administrator to join their Bristol-based team.

About the Role:

• Support the delivery of investment administration activities to a high standard, ensuring accuracy and efficiency in all processes
• Build and amend investment models, ensuring correct asset weightings and data integrity
• Oversee trade instruction and settlement, maintaining oversight of performance and resolving queries as needed
• Administer fees and revenue processes accurately and promptly
• Conduct daily reconciliations, investigating and resolving discrepancies with diligence
• Maintain accurate records of investment holdings and transactions
• Collaborate with colleagues to improve processes, contributing to continuous improvement and operational excellence
• Support projects led or supported by the Investment Operations team
• Demonstrate a strong awareness of risk and regulatory requirements, completing mandatory training as required

About You:

• Strong interpersonal and communication skills
• Excellent attention to detail with a methodical approach to data processing
• Ability to work independently and collaboratively to meet objectives
• Confident problem-solving and numeracy skills
• Proficient in Microsoft Office, particularly Excel
• Self-motivated, proactive, and eager to learn

Beneficial:

• Experience in investment or financial services administration
• Understanding of ISAs, SIPPs, and financial instruments such as ETFs, mutual funds, and equities
• Relevant financial services qualification (e.g., IOC or CII)

If this sounds like you, please apply today.