Company Detail

Job Openings

• 

  IFA Administrator  

  Heat Recruitment

  [permanent] - Cobham

  Posted: 20/11/2025

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  Location Cobham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site... Read More

  Location Cobham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89337 Recruiter Managing This Role IFA Admin
  Cobham 
  Up to £35,000 
  The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.  Benefits: 25day plus bank holidays Pay for study towards Financial Service exams Salary reviews Hours: 9AM to 5PM 5% er pension contribution 4 x DIS Discretionary Bonuses (5-15%) Great staff retention friendly environment In order to be considered for this IFA Administrator opportunity, candidates need to have: Previous experience within a Financial Planning role Professional communication manner, both written and verbally Strong understand of investments and pensions Any Financial Services qualifications are desired Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support  Read Less

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• 

  Paraplanner  

  Heat Recruitment

  [permanent] - Cambridge

  Posted: 20/11/2025

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  LocationCambridge Salary £35000 - £45000 TypePermanent WorkplaceHybrid... Read More

  LocationCambridge Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref89340 Recruiter Managing This Role Paraplanner
  Cambridge Hybrid working 
  Up to £45,000 
  We are working with a highly respected national financial planning business that is seeking an experienced Paraplanner to join their Cambridge office. This is an excellent opportunity to become part of a growing organisation where youll work closely with Financial Advisers and a skilled paraplanning team to deliver high-quality technical support and exceptional client service. As a Paraplanner, you will play a key role in supporting Advisers by conducting technical research, preparing detailed suitability reports, and ensuring all work meets regulatory and internal compliance standards. Youll collaborate seamlessly with Advisers, Admin Support, and external partners to enhance the client experience and contribute to continuous improvement across the planning team. Benefits Salary up to £45,000 Hybrid working 2 days from home 35-hour week (9am5pm) 5 weeks holiday + bank holidays + duvet day on birthday + Christmas/New Year office closure Life Assurance Auto-enrolment pension Full exam/study support Opportunity to join a growing firm with clear support and professional development To succeed in this role, you should have: Ideally, the Level 4 Diploma (DipPFS/DipFA) Good technical knowledge, including tax-efficient investments (BR, EIS, VCT) and offshore bonds. Experience working with HNW clients (personal/pensions/trusts/LLPs). Confident use of industry software such as Intelliflo (IO), FE Analytics, Selectapension, or Dynamic Planner. Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Know someone who may be a good fit? Refer them to us and receive £200 if we help them secure a new role. Paraplanner, Paraplanning, Senior Client Support Administrator, Business Support, Client Delivery, IFA Support, Financial Services Administrator, Financial Administrator, Report Writer
  #LI-LW1 #LI-hybrid Read Less

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• 

  Building Access Business Development Manager  

  Heat Recruitment

  [permanent] - Birmingham

  Posted: 20/11/2025

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  Locationbirmingham Salary £60000 - £60000 TypePermanent WorkplaceRemot... Read More

  Locationbirmingham Salary £60000 - £60000 TypePermanent WorkplaceRemote Ref89341 Recruiter Managing This Role We are partnering with a national leading Height Safety service provider to recruit an experienced Business Development Manager/ Operations Manager focussing on the South of the UK. Salary base circa 60k plus car package, plus uncapped OTE. This organisation have grown exponentially across the last decade and are considering one of the leading UK players in Height Safety services. With a turnover in excess of 100 mil this role will be to join a highly experienced national team in delivering services into end user customers, FM business across both private and public sector markets. This is a new role to capitalize on market demands and growth opportunities. Services that are delivered in house, without outsourcing, are: Building Access Services such as- height safety compliance consultancy, fixed access systems and entry systems, cradles, BMUs, barriers, demarcation systems, entry systems, rope access systems, hoists, ladders, anchor systems, suspended access systems, fall protections, walk ways, ppe and much more. You will be a highly experienced professional, client facing, with a technical advantage combined with a natural ability to influence customers and sell on all levels. This is a key appointment as the business continues to growth and diversify.  Customers will be: large national blue chip level brands, multi sited organisations across all markets.  Services are underpinned with award winning delivery models and a growing reputation for certification backed hard FM provision across all disciplines not just Height Safety. Be part of a nationally recognised business who have unwavering plans to continue their growth!! #LI-SB2 Read Less

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• 

  Junior Paraplanner  

  Heat Recruitment

  [permanent] - Norwich

  Posted: 19/11/2025

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  LocationNorwich, Salary £30000 - £35000 TypePermanent WorkplaceOn-Sit... Read More

  LocationNorwich, Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89329 Recruiter Managing This Role Junior Paraplanner Financial Services Role Overview
  We are seeking a Junior Paraplanner to support the paraplanning team by conducting research, preparing basic reports, and liaising with Advisers and Client Support staff. The role ensures that all files submitted are accurate and actionable, enabling the completion of more complex suitability reports efficiently. Key Responsibilities Analyse client information and conduct research for basic reports. Perform basic tax calculations to support the paraplanning team. Draft basic suitability reports and thoroughly review submitted files, identifying any items requiring remedial action. Liaise with advisers and client support on queries regarding client objectives, advice goals, unclear matters, exceptions, or client charters. Prepare summary submission notes and instructions for paraplanners, ensuring projections and advice charges are correctly documented. Prepare specialist quotations, e.g., annuity or protection comparisons. Ensure adherence to documented processes and data quality standards, updating electronic client files accurately and promptly. Build strong, collaborative working relationships with advisory, client support, and paraplanning teams. Keep industry knowledge, product expertise, and understanding of company processes up to date. Undertake additional tasks to support business or departmental objectives as required. Adhere to consumer duty and highlight opportunities for improving TCF/RCR practices within the department. Maintain high standards of performance, demonstrating attention to detail, proactivity, and professional conduct. Requirements Minimum of 2 years experience in financial services or a similar administrative environment. Working towards Regulated Diploma in Financial Planning or QCF Level 4 equivalent, with at least 2 exams completed. Experience with financial services IT systems; familiarity with Intelligent Office is advantageous. Strong organisational, interpersonal, and communication skills. Ability to build collaborative relationships, influence others, and maintain professional standards. Self-motivated with a proactive, can-do attitude. Read Less

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• 

  Paraplanner  

  Heat Recruitment

  [permanent] - Norwich

  Posted: 19/11/2025

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  LocationNorwich Salary £35000 - £40000 TypePermanent WorkplaceOn-Site... Read More

  LocationNorwich Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89328 Recruiter Managing This Role Paraplanner Norwich  Company Overview
  A well-established financial planning firm in Norfolk, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local charities and good causes, and prides itself on strong client relationships, transparency, and trust. The Role
  We are seeking a Paraplanner to support the Financial Planning team in delivering fully compliant, high-quality advice. This is an excellent opportunity to gain exposure to holistic financial planning, working alongside experienced advisers and developing technical knowledge in a variety of areas. Responsibilities Analyse clients financial requirements, develop cash flow models, and maintain accurate client records. Construct financial planning solutions across investment, retirement, long-term care, tax, and inheritance planning. Prepare recommendations, letters, and reports, liaising with administrators and maintaining client files and IT records throughout the advice process. Support client reviews, updating cash flow models, investment performance reviews, and associated reports. Build and maintain client relationships through telephone, email, letters, and meetings, presenting solutions and recommendations where required. Coordinate with colleagues to ensure applications and provider forms are completed and clients are kept informed throughout the process. Collaborate with other professional advisers (e.g., solicitors, accountants) to implement agreed action plans. Requirements Diploma in Financial Planning (or equivalent); willingness to maintain compliance and regulatory knowledge. Minimum of four years industry experience preferred. Strong administrative, research, report writing, and communication skills. Excellent analytical skills with a structured and organised working approach. Commitment to ongoing professional development and maintaining CPD requirements. Chartered Financial Planner status preferable, or willingness to work towards it. Read Less

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• 

  Commercial Account Handler (East)  

  Heat Recruitment

  [permanent] - Colchester

  Posted: 18/11/2025

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  LocationCOLCHESTER Salary £25000 - £32000 TypePermanent WorkplaceHybri... Read More

  LocationCOLCHESTER Salary £25000 - £32000 TypePermanent WorkplaceHybrid Ref88072 An established insurance broker in the Colchester area dealing with a range of commercial insurance classes and risks. A broker that prides themselves on their customer service and providing the highest quality of advice for all of their customers. The Opportunity This is the opportunity for an experienced Commercial Account Handler to join a strong and established team, who will provide lots of training and development in their career. The role itself will be a dual role dealing with New and Existing business and enable the potential candidate to diversify and learn more about the industry. Whats needed for me to be considered? Previous experienced within Commercial Insurance Ideally Cert CII qualified Dealt with a vast range of Commercial Classes Ability to build rapport with clients for lasting relationships Read Less

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• 

  Paraplanner  

  Heat Recruitment

  [permanent fulltime] - Reading

  Posted: 12/11/2025

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  LocationReading Salary £45000 - £50000 TypePermanent WorkplaceOn-Site... Read More

  LocationReading Salary £45000 - £50000 TypePermanent WorkplaceOn-Site Ref89123 Paraplanner Salary: Up to £50,000 (DOE)
  Location: Reading, Berkshire (Office-based)
  Job Type: Full-time, Permanent
  Start Date: Flexible (can wait until early next year for the right candidate)
  Are you an experienced Paraplanner looking to join a high-performing, fully independent financial planning firm? Were working with a boutique IFA practice based in Reading, seeking a skilled and motivated Paraplanner to support their growing team. The Opportunity: This is a fantastic opportunity for a Level 4 qualified (or Chartered) Paraplanner with at least 5 years experience in an IFA environment. Youll work closely with two experienced advisers, including one with over 25 years in the industry, supporting high-quality client relationships and contributing to the delivery of bespoke financial planning solutions.
  Key Responsibilities: Prepare detailed suitability reports and technical research Support advisers with client meeting preparation and follow-up Conduct cashflow modelling using tools such as Voyant and CashCalc Maintain accurate client records using Intelligent Office (IO) Liaise with providers and clients to ensure smooth case progression Contribute to the development of internal processes and best practices About You: Minimum 5 years experience in a Paraplanning role within an IFA firm Diploma Level 4 qualified (Chartered status preferred but not essential) Proficient with IO, CashCalc, Voyant, Octopus, Aviva, and other key platforms Professional, detail-oriented, and committed to delivering a solicitor-level client experience Eager to grow within a collaborative and ambitious team Whats on Offer: Competitive salary up to £50,000 25 days holiday + bank holidays Full benefits package (pension, life cover, dental, healthcare full details on company website) Full CPD, exam support, and training after 6-month probation (reimbursement available if self-funded before) Flexible working hours  If youre ready to take your Paraplanning career to the next level in a supportive and professional environment, wed love to hear from you. Read Less

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• 

  Client Services Executive  

  Heat Recruitment

  [fulltime] - London

  Posted: 12/11/2025

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  LocationLondon Salary £34000 - £37000 TypePermanent WorkplaceHybrid Re... Read More

  LocationLondon Salary £34000 - £37000 TypePermanent WorkplaceHybrid Ref89288 Recruiter Managing This Role IFA Administrator
  London, hybrid (3 days office-based) 
  £34,000 £37,000 
  9am 5pm, 35 hours per week (flexible start/finish times, 1-hour lunch)
  This boutique Chartered IFA practice works closely with one of the UKs top accountancy firms, giving their clients access to a wide range of financial planning and tax expertise. The team is small, dynamic, and highly collaborative three Chartered Advisers (Directors), three Paraplanners, and a close-knit Client Support team. Youll enjoy a non-corporate, supportive culture where everyone plays a key role. We are seeking an experienced IFA Administrator to provide one-to-one support to a Chartered Financial Planner. This is a varied role where youll take ownership of administration tasks and annual review processes. Looking for someone with experience with:  Preparing and processing client documentation, including annual review packs (using Dynamic Planner) Using Intelligent Office (IO) systems Working across different platforms such as Aviva, AJ Bell and Abrdn. Benefits Competitive salary Death in Service Income Protection Exam support (exam cost covered, 12 study days per exam, mock exam support) Hybrid working (3 days in the office) Quarterly team meetings followed by social events Annual Christmas party (plus a second party with the accountancy practise) and big birthday celebrations Small, close-knit team culture supportive, collaborative, and personable This role would suit someone who thrives in a smaller, non-corporate environment and wants to play a hands-on role in supporting a friendly adviser, while building strong long-term relationships with clients and colleagues. Read Less

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• 

  IFA Administrator  

  Heat Recruitment

  [permanent] - Bath

  Posted: 11/11/2025

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  LocationBath Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref... Read More

  LocationBath Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref89277 Recruiter Managing This Role IFA Administrator
  Bath
  £28,000 £35,000 
  We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing. As an Financial Planning Administrator based in their Bath office, youll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. Youll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives. Benefits: Up to £35,000 Hours: 9 to 5pm Office based or hybrid for right person Pension contribution PMI DIS A supportive and collaborative team culture that values growth and professional development. Opportunities to study towards the Level 4 diploma To be considered for this paraplanner position:  Working towards financial qualifications CISI/ CII/ LIBF Proven experience within an advisory or wealth management environment. Good understanding of financial products investment, tax planning, and regulatory frameworks. Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role. Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support Read Less

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• 

  Paraplanner  

  Heat Recruitment

  [permanent] - Nelson

  Posted: 10/11/2025

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  LocationBarrowford Salary £3000 - £40000 TypePermanent WorkplaceOn-Sit... Read More

  LocationBarrowford Salary £3000 - £40000 TypePermanent WorkplaceOn-Site Ref89254 Recruiter Managing This Role Role Overview:
  As a Paraplanner, you will provide high-quality technical and administrative support to the Financial Adviser(s), ensuring that all advice and recommendations are accurately documented and compliant. Youll assist with research, report writing, and preparing client review materials, working closely with the wider team to deliver exceptional client service. Key Responsibilities: Prepare and draft suitability reports for review by the adviser. Conduct investment, pension, and protection product research. Maintain client files to FCA and company compliance standards. Assist advisers in the preparation of client meetings and follow-up actions. Produce client valuations, illustrations, and policy comparisons. Work collaboratively with administrators to ensure smooth client journey. Maintain up-to-date technical and product knowledge. Requirements: Level 4 Diploma in Regulated Financial Planning (or working towards). Experience in a similar role within an IFA or wealth management practice. Excellent attention to detail and written communication. Good understanding of financial planning concepts, investments, and pensions. Strong IT and system skills (Intelligent Office or similar). Read Less

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