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!

Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?

Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.

You will be:

• Resolving client and investment administration queries
• Responsible for the opening processes for new clients
• Preparing any payment and transaction forms for investment managers
• Assist with the new client account opening process as appropriate
• Present documents professionally and in an appropriate format for Investment Manager sign-off
• Interact, respond, and resolve any client queries, and at times referring to senior members
• Develop professional relationships with clients, assisting and organising any meetings and preparation documentation

Your skills and qualifications:

• Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
• Knowledge and interest of private client fund management 
• Excellent analytical and numeracy skills
• Strong organisation skills
• Experience in Microsoft PowerPoint and other packages 
• High quality written and verbal communication skills
• Computer literate

If this sounds like you, please apply today.

We are working with an award-winning investment solutions platform within the financial services sector who are seeking a Adviser Onboarding Specialist.

This is a great opportunity for someone with knowledge of the UK financial advice market who enjoys building relationships and delivering high-quality onboarding and support.

Your Responsibilities:

• Own and manage the onboarding journey for new adviser firms
• Deliver tailored training sessions (virtual and in-person) to advisers, paraplanners, and administrators
• Guide users through platform functionality including onboarding, transactions, reporting, and compliance tools
• Monitor engagement and proactively address training gaps or adoption issues
• Collaborate with internal teams including Distribution, Customer, Operations, and Product
• Provide feedback to improve platform usability and onboarding experience
• Maintain accurate onboarding records in CRM systems such as Salesforce CRM
• Support firms in becoming fully operational and confident within agreed timelines
• Ensure smooth transition from onboarding into ongoing account management

About You:

• Experience in financial services or investment platform environments working with adviser firms
• Strong understanding of ISAs, GIAs, and SIPPs
• Confident delivering training and presentations both virtually and in person
• Excellent communication and relationship-building skills
• Highly organised with the ability to manage multiple onboarding journeys
• Comfortable using CRM systems and platform technology
• Familiar with adviser workflows and systems such as Intelliflo
• Proactive, customer-focused, and detail-oriented

If this sounds like you, please apply today!

Our client, a leading Wealth Management Company is seeking an Executive Assistant with exceptional organisational skills, sound judgment, and the ability to operate with the utmost confidentiality. You will act as a trusted partner to the CEO, enabling them to focus on strategic priorities by managing day-to-day operations, communications, and stakeholder engagement.

About the Role:

• Manage complex and ever-changing calendars, including scheduling internal/external meetings, board sessions, and investor briefings
• Coordinate global travel arrangements, itineraries, and logistics with attention to detail and efficiency
• Organise regional office roadshows
• Prepare high-quality briefing materials, presentations, and reports for meetings and speaking engagements
• Prepare agendas, meetings packs, attend meetings and record minutes and track action points
• Handle confidential correspondence and documentation with discretion and professionalism
• Inbox management
• Serve as the first point of contact for internal and external stakeholders, including clients, board members, regulators, and senior executives
• Build strong relationships across the organisation and with key external partners to facilitate smooth communication and collaboration
• Support the CEO in tracking strategic initiatives, ensuring timely follow-ups and progress updates
• Manage expenses, invoices, and approvals in line with company policies
• Assist in organising leadership offsites, board meetings, and key events
• Act as a thought partner to the CEO, anticipating needs and proactively identifying ways to improve efficiency and effectiveness

About you:

• Proven experience as an Executive Assistant or Chief of Staff supporting C-suite executives, ideally within financial services or wealth management
• Exceptional organisational and time management skills with the ability to manage multiple priorities under pressure
• Strong written and verbal communication skills; confident in drafting professional correspondence and presentations
• High level of discretion, integrity, and emotional intelligence
• Proficiency in Microsoft Office Suite, especially Outlook, PowerPoint, and Excel
• Experience working in a fast-paced, high-stakes environment with senior stakeholders

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

We are working with an award-winning investment solutions platform within the financial services sector who are seeking a Business Development Consultant (BDC) to join their Bristol team.

Role overview
The Business Development Consultant will play a key role in supporting regional sales activity and managing strategic client relationships. Working closely with Business Development Managers (BDMs), you will help drive new business opportunities, strengthen existing partnerships, and ensure an exceptional level of client service across the full lifecycle of the relationship. This role combines proactive sales support, relationship management, and operational coordination to ensure clients receive a seamless and high-quality experience.

About the Role

• Support BDMs with preparation for client meetings, including pitch materials, collateral, and briefing packs
• Manage pre- and post-meeting follow-ups with client firms, ensuring agreed actions are delivered
• Conduct initial due diligence and fact-finding activity with prospective firms
• Support re-engagement campaigns and identify new opportunities within existing or dormant relationships
• Coordinate internal resources to support client requirements and next steps from meetings
• Assist in gathering competitor insight and pricing information to support commercial discussions
• Deliver high-level platform demonstrations where required, working alongside technical colleagues
• Maintain high-quality CRM (Salesforce) records across all sales and engagement activity
• Represent the business at industry events, conferences, and networking opportunities
• Support onboarding processes and client transitions, ensuring a smooth implementation experience
• Arrange and coordinate training sessions and stakeholder meetings for new clients
• Maintain ongoing communication with advisers, paraplanners, and administrative teams
• Provide telephone-based support for case queries, escalations, and operational issues
• Assist with complex case handling and ensure timely resolution through internal coordination
• Monitor client activity data to identify opportunities, risks, or areas for growth
• Ensure accurate CRM updates and reporting throughout the client lifecycle
• Build long-term, trusted relationships with key decision-makers and users within client firms

About You

• Proven experience in a client-facing sales, account management, or business development role within financial services
• Strong understanding of the UK retail financial advice market and adviser landscape
• Excellent relationship-building and communication skills, both written and verbal
• Ability to present solutions clearly and tailor messaging to different client audiences
• Strong commercial awareness with the ability to identify opportunities and support revenue growth
• Familiarity with regulated environments and commitment to compliance and customer outcomes
• Experience using CRM systems (e.g. Salesforce) with strong attention to data quality
• Ability to work collaboratively across multiple internal teams
• Proactive, resilient, and self-motivated
• Highly organised with strong attention to detail
• Confident working independently and as part of a wider team
• Strong sense of ownership and accountability
• Customer-focused mindset with a commitment to delivering high-quality outcomes
• Curious and commercially minded, with an interest in market trends and client needs
• Professional approach with a strong commitment to ethical and compliant practice

Please apply today if this sounds like the role for you!

We are seeking an Implementation Executive to join a platform in Bristol. You will play a key role in onboarding, training, and supporting new advisers, ensuring they gain confidence using the digital platform and integrated tools. This is a client-facing role where your expertise and proactive support will directly contribute to adviser satisfaction and long-term retention.

Key Responsibilities:

• Lead end-to-end onboarding of new advisers, including configuration of systems and integration with third-party software
• Deliver tailored training sessions and provide ongoing platform support
• Act as the primary implementation contact during setup and go-live phases
• Create and maintain training materials, user guides, and operational documentation
• Build strong relationships with advisers, paraplanners, and internal teams
• Resolve queries and provide clear operational guidance to ensure efficient processes

Skills & Experience:

• Strong understanding of financial services, investment platforms, and adviser operations
• Experience in implementation, onboarding, training, or customer success roles
• Confidence training and supporting non-technical users
• Excellent communication skills, professional and client-focused
• Ability to manage multiple priorities independently with high attention to detail
• Proactive, adaptable, and solutions-oriented

What We Offer:

• Hybrid working in a modern Bristol office
• Competitive salary and benefits package
• Collaborative team culture with access to cutting-edge technology
• Strong personal and professional development opportunities

Apply today if you are customer-focused, highly organised, and ready to help advisers get the most out of an innovative digital platform.

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.

Our Client, a well established Wealth Management firm, is seeking a highly organised and proactive PA on a 3 month basis to provide comprehensive support to a senior executive and their wider department. This is a varied and fast-paced role, ideal for someone who thrives on managing priorities, coordinating communications, and ensuring everything runs smoothly behind the scenes.

Key Responsibilities

• Proactively manage the Executive’s diary and inbox, prioritising meetings and actions to ensure deadlines are met
• Prepare briefings, summaries, reports, and presentations for internal and external audiences
• Coordinate complex travel arrangements and prepare full diary packs, including papers, tickets, and travel information
• Organise and support internal and external meetings, conferences, video calls, and events
• Track actions, follow up with stakeholders, and keep the Executive informed of progress
• Provide high-quality administrative support, including maintaining spreadsheets, databases, SharePoint pages, and management information
• Liaise with clients and internal stakeholders where appropriate
• Support document editing and preparation, particularly Excel spreadsheets and PowerPoint presentations
• Manage departmental communications, including monthly updates, presentations, and intranet content
• Handle general administration such as expenses, invoices, printing, binding, and ordering stationery

Skills & Experience

• Proficient in Microsoft Excel, Word, PowerPoint, and MS Teams
• Excellent organisational skills with strong time management and attention to detail
• Confident communicator, able to build relationships across all levels of the business
• Discreet and professional, with the ability to handle confidential information appropriately
• Proactive, adaptable, and comfortable managing multiple priorities

This is an excellent opportunity for an experienced Personal Assistant or Senior Administrator looking to play a key role in supporting leadership and departmental communications.