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.  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!

Our client is looking for a Client Transition Manager to lead complex client migration projects within a financial services environment. This client-facing role will oversee the secure, accurate and timely transfer of client accounts, data and services between platforms, ensuring minimal disruption for clients and advisers.

Key responsibilities

• Lead end-to-end client migration projects from initial analysis through to completion
• Work with internal teams, advisers, ceding providers and third-party vendors to manage requirements, risks and timelines
• Oversee data migration, validation, testing and issue resolution, ensuring data integrity and regulatory compliance
• Provide clear project updates and manage stakeholder expectations throughout each migration

About you

• Client-facing experience within financial services
• Project management experience, ideally including platform migration or platform switch activity
• Strong understanding of the UK retail financial services market, adviser landscape and financial products
• Knowledge of data migration, validation and testing methodologies
• Excellent communication, organisation, problem-solving and stakeholder management skills
• Strong Microsoft Excel skills, including data analysis and manipulation

If you are an experienced financial services professional with strong project management skills and a focus on excellent client outcomes, we would welcome your application.

Our client, a dynamic, award‑winning financial services firm, are seeking a Investment Administrator to join their Transfers team. As part of a growing Operations function, you’ll play a key role in ensuring smooth, accurate investment administration while contributing to ongoing process enhancements.

 About the Role
As an Investment Administrator within the Transfers Team, you will support the full lifecycle of client asset transfers, ensuring all tasks are completed accurately, efficiently, and within internal service standards.

• Manage transfer requests from initiation through to completion across a range of transfer types
• Process daily administrative tasks within agreed service levels
• Use relevant industry tools and systems to facilitate electronic transfers
• Liaise with external parties to ensure smooth and timely progression of transfers
• Communicate updates clearly and professionally to both internal teams and external stakeholders
• Resolve transfer-related issues promptly and accurately
• Support cross-team workflows through broad training across relevant functions
• Participate in process improvement initiatives to enhance efficiency and client outcomes
• Ensure all work is completed to a high standard of accuracy, quality-checked on the same day
• Contribute to a collaborative team culture where ideas and improvements are welcomed
• Full training will be provided, with ongoing support for your professional development

About You
You’ll excel in this role if you’re organised, proactive, and motivated by delivering high‑quality work in a fast‑paced environment. You enjoy problem‑solving, take ownership of your responsibilities, and bring a positive, collaborative attitude to your team.

• Ability to work under pressure while maintaining accuracy
• Strong written and verbal communication skills
• Highly organised with excellent time‑management
• Efficient, accurate, and detail‑focused
• Self‑reliant with strong problem‑solving abilities
• Energetic, collaborative, and proactive
• Confident in challenging existing processes constructively
• Strong working knowledge of Microsoft Office, especially Excel

Apply today if this sounds like the role for you!

A leading UK wealth‑management and investment services firm is seeking a Client Service Administrator to support its investment teams and deliver an exceptional client experience. The organisation is well‑established, highly reputable, and known for providing long‑term financial planning and investment management services to private clients, charities, and institutions.

About the Role
This is a client‑facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end‑to‑end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.
Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes
Manage all stages of the client lifecycle to ensure a timely, efficient experience
Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout
Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations
Gather required information and produce client summaries and welcome letters
Work with colleagues and wider admin functions to share knowledge and improve processes
Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters
Handle more complex processes such as estates, deceased clients, and probate
Broad understanding of lifecycle processes and the firm’s products and services

Measures of Success
High accuracy in maintaining client support systems and data
Identification and escalation of opportunities for operational efficiency and process improvement
Full ownership of administration activity, reducing the admin burden on Investment Managers
Active participation in Client Support meetings and contribution of best‑practice ideas
Effective collaboration across teams and departments
Proactive involvement in project work or working groups
Positive engagement with change and new technology
Consistent demonstration of the firm’s values

About You
Experience in a similar Financial Services role managing end‑to‑end administration processes
Client‑facing experience (desirable)
Investment Operations Certificate (desirable)
Progression from a CSA role or equivalent external experience
GCSEs (A–C) in English and Maths or equivalent
Broad understanding of the firm’s proposition suite
Knowledge of the regulatory environment
Understanding of the products and services offered

Apply today if this sounds like the role for you!

Our client, an award-winning investment and technology solutions firm, is looking for an Investment Administrator to join their team.

Your responsibilities will include:

• Managing and uploading daily dealing files to third-party platforms within required deadlines
• Processing fund switches, rebalances, and phased investment requests in a timely manner
• Handling conversions, corporate actions, and dividend processing as they arise
• Executing and processing contract notes within internal systems
• Establishing and maintaining agency and nominee accounts with fund managers
• Reviewing and resolving daily control reports
• Managing purchase settlements and ensuring accurate transaction processing
• Identifying and resolving operational incidents and trade corrections

Your skills and experience:

• Ability to work well under pressure
• Good communication skills
• Well organised
• Efficient and accurate
• Self-reliant, good problem solver, results oriented
• Energetic, collaborative and proactive
• Optimism and a ‘can do’ attitude
• Confidence to challenge current processes and senior members of the team
• Familiarity with Microsoft Office, including strong Excel knowledge.

If this sounds like you, please apply today.

Our client, a well-established wealth management and investment firm, are seeking an experienced Portfolio Manager to join their Portfolio Management team.

This is an excellent opportunity for an investment professional who enjoys combining portfolio management expertise with operational excellence and process improvement. The successful candidate will play a pivotal role in ensuring portfolios are implemented, maintained and monitored effectively, delivering consistent client outcomes while supporting the ongoing evolution of investment processes and controls.

About the Role

As a Portfolio Manager, you will be responsible for the implementation, oversight and ongoing alignment of discretionary portfolios across a broad client base. Working within a collaborative and high-performing investment team, you will help ensure portfolios remain aligned with client objectives, risk profiles and evolving investment views. You will undertake regular portfolio reviews, monitor portfolio risks and performance, and support the efficient execution of key cyclical activities such as tax management and investment account subscriptions. The role requires a strong focus on governance, accuracy and regulatory compliance, alongside a commitment to continuous improvement and delivering excellent client outcomes.

• Managing and overseeing discretionary portfolios to ensure alignment with client mandates and investment strategy.
• Conducting regular portfolio reviews and implementing portfolio changes where required.
• Monitoring portfolio risk, performance and deviations from agreed mandates.
• Leading and supporting key portfolio management processes, including tax management and investment account activities.
• Contributing to investment implementation projects and process improvement initiatives.
• Supporting the development of portfolio management tools, governance frameworks and operational efficiencies.
• Ensuring all portfolio activity is conducted in accordance with regulatory requirements and internal controls.
• Investigating and resolving portfolio or operational issues where necessary.
• Responding to complex queries from internal stakeholders and supporting client-facing teams with investment-related information.
• Collaborating closely with colleagues across investment, operations and client service functions.

About You

To be successful in this role, you will have a strong background in discretionary portfolio management, investment implementation or a related investment management environment. You will possess a solid understanding of portfolio construction, asset allocation and investment markets, alongside excellent organisational skills and attention to detail. The ideal candidate will be proactive, analytical and comfortable balancing multiple priorities in a fast-paced environment.

• Proven experience in discretionary portfolio management or investment implementation.
• Strong knowledge of asset allocation, portfolio construction and investment management principles.
• Understanding of the regulatory environment surrounding discretionary investment management.
• Excellent analytical and problem-solving abilities.
• Strong organisational skills with meticulous attention to detail.
• Experience managing competing priorities and delivering work to a high standard.
• A client-focused mindset with the ability to balance bespoke requirements and scalable solutions.
• Excellent communication and stakeholder management skills.
• A collaborative and proactive approach to teamwork.
• Professional investment qualifications such as the IMC, CFA or equivalent (preferred).

This position offers the opportunity to join a highly respected investment business where you can make a meaningful contribution to portfolio outcomes, process development and the continued success of the investment team. Apply today if this sounds like the role for you.

Do you have excellent interpersonal and communication skills, with good attention to detail?

Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team.

Your responsibilities:
Manage daily tasks, ensuring high service levels and quality
Serve as the primary contact for customers, advisers, and third parties across all channels
Identify client solutions, enhance the customer journey, and suggest process improvements
Participate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goals
Understand and follow regulations, swiftly escalate incidents, and support root cause analysis
Complete mandatory training on risk, confidentiality, data security, GDPR, and CASS rules

Your skills:
Excellent interpersonal, communication, and telephone skills
Ability to work independently and in a team to meet objectives
Strong data processing and analytical skills with attention to detail
Self-motivated, proactive, and eager to learn
Experience in handling phone calls and platform knowledge (training provided)
Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial markets

If this sounds like you, please apply today.

About the job
Do you have excellent attention to detail? Do you have knowledge of SIPP processing?
Our client, an Award Winning Global Investment Platform, is looking for an Operations Executive to join their SIPP Onboarding team on a full-time permanent basis in Bath.
The firm is experiencing a period of significant growth, including a recent platform upgrade and ongoing European expansion project – making it a particularly exciting time to join.

About the Role:

Support the administration of the SIPP, processing client instructions accurately and efficiently
Deliver high-quality service by prioritising daily tasks and maintaining strong service standards
Collaborate with colleagues to improve processes, enhance the customer journey, and strengthen overall team performance
Identify and manage process risks while ensuring compliance with regulations, data security, and internal controls
Contribute to continuous improvement by providing feedback, supporting onboarding initiatives, and driving operational excellence

About You:

Have knowledge of SIPP processing
Excellent interpersonal and communication skills
Strong data and analytical processing skills
Excellent attention to detail
Self-motivated and proactive
Ability to work well individually and as a part of a team to achieve team and personal objectives
Willingness to learn

Benefits:

Discretionary bonus scheme (up to £2,500-£3,000)
9% employer pension contribution each month
33 days annual leave including bank holidays (pro rata for part-time roles)
Option to buy or sell up to 5 additional days of annual leave
Private healthcare programme
Opportunities for professional development and financial services training
Supportive, collaborative, and inclusive working environment

This is a great opportunity to grow your expertise in SIPP operations and be part of an ambitious team driving real change in the investment platform space – apply now!

Are you looking for a role where you can build a strong foundation in client service within financial services?

About the Role

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence. 
• Assists with the investigation and resolution of client queries, referring any investment related queries to team members.
• Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.
• Manages mass mailing communication processes, ensuring that correspondence data is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Takes meeting minutes as required.
• Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best working practice with other Client Service staff.
• office duties to include  reception/ post duties for the office

About you

• Some knowledge of the regulatory environment in which we operate is advantageous
• Demonstrable interest in an administration career and has evidence of proactively developing self
• Experience working in a similar role in Financial Services is advantageous
• No experience is required and training will be given
• Grades A-C at GCSE or equivalent in English and Maths

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

A leading UK wealth‑management and investment services firm is seeking a Client Service Executive to support its investment teams and deliver an exceptional client experience. The organisation is well‑established, highly reputable, and known for providing long‑term financial planning and investment management services to private clients, charities, and institutions.

About the Role
This is a client‑facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end‑to‑end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.

•  Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes
• Manage all stages of the client lifecycle to ensure a timely, efficient experience
• Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout
• Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations
• Gather required information and produce client summaries and welcome letters
• Work with colleagues and wider admin functions to share knowledge and improve processes
• Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters
• Handle more complex processes such as estates, deceased clients, and probate
• Broad understanding of lifecycle processes and the firm’s products and services

 
Measures of Success

• High accuracy in maintaining client support systems and data
• Identification and escalation of opportunities for operational efficiency and process improvement
• Full ownership of administration activity, reducing the admin burden on Investment Managers
• Active participation in Client Support meetings and contribution of best‑practice ideas
• Effective collaboration across teams and departments
• Proactive involvement in project work or working groups
• Positive engagement with change and new technology
• Consistent demonstration of the firm’s values

 
About You

• Experience in a similar Financial Services role managing end‑to‑end administration processes
• Client‑facing experience (desirable)
• Investment Operations Certificate (desirable)
• Progression from a CSA role or equivalent external experience
• GCSEs (A–C) in English and Maths or equivalent
• Broad understanding of the firm’s proposition suite
• Knowledge of the regulatory environment
• Understanding of the products and services offered

Apply today if this sounds like the role for you!