An exciting opportunity has arisen for a Financial Administrator to join one of the UK’s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for their exceptional client service, forward-thinking approach, and long-standing reputation for excellence, this organisation continues to make an impactful difference in the lives of the individuals and businesses they support.

Finance is at the heart of every successful organisation, and this role is a key part of ensuring the smooth and effective operation of the business. We are looking to speak with applicants who can demonstrate strong commitment, genuine enthusiasm, and a proactive approach, individuals who are eager to contribute to a high-performing and respected team.

Main Responsibilities for the successful IFA Administrator: 

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• Prepare documentation for meetings, set up client records and gather existing plan information.  
• Accurately maintain all client records with any activity undertaken.
• Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
• Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
• Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
• Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
• Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
• Attend and contribute to Team and staff meetings.
• Take responsibility for managing own workload and proactive problem solving.
• Undertake personal training to maintain and develop knowledge and communicate to rest of team.

About the successful IFA Administrator:

• One to two years’ minimum experience of working in financial services
• Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
• Excellent Communication and Costumer service skills
• Ability to work well under pressure
• Experience working large client base and different providers 
• Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
• Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff

What we offer in return to the successful IFA Administrator: 

• Salary negotiable ( 26000-28000 Per annum)
• Monday to Friday
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details! 

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

Exciting opportunity for a Team 1 Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.

We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.

Main Responsibilities for the successful Team Administrator: 

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• To independently manage daily tasks and workload in an efficient manner, working within company turnaround times.
• To answer the telephone in a professional manner, dealing with calls where possible, or if not, directing calls as appropriate to other staff.
• To pick up post from SharePoint and distribute to relevant staff members. Frank and prepare post at end of day and take to Post Office when required.
• To deal with administrative tasks such as change of addresses and personal information.
• To set up and maintain accurate client records using the back-office systems keeping full and accurate up to date notes regarding progress on individual client tasks, actions required, and progress made.
• To input client meeting notes and data from paper Fact Finds into Intelliflo in an accurate and timely manner.
• To contact and chase product providers for information regarding clients’ plans, check information received against a checklist and progress on actions requested.
• To prepare documents needed for adviser client meetings and action adviser requests for information.
• To manage Advisor diaries, book and confirm appointments with clients, arrange meeting rooms and issue confirmation to clients.
• To correspond with clients and product providers via email, letter and telephone, updating client records with notes of all conversations.
• To share responsibility for office equipment and supplies, including stationery and printers.

About the successful Team Administrator:

• Confident in written and spoken English
• Excellent customer service and communication skills
• Excellent experience of working with Excel and maintaining spreadsheets –
• accuracy is essential to this role as errors in contributions can result in the
• companies we look after being fined.
• Highly organised and ability to work under pressure ensuring deadlines are
• always met.
• One to two years’ minimum experience of working in financial services
• Knowledge of the Financial industry related products/ back-office systems
• (Intelligent Office, iPipeline preferred).

What we offer in return to the successful Team Administrator: 

• Salary £22,222Per annum
• Monday to Friday  ( 35 hours a week)
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details! 

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

We have an exceptional opportunity for a driven Finance Manager to join a leading international business with operations in Dublin, United Kingdom, and the US. Our client specialises in proactive, secure, and highly efficient IT Support, Cyber Security, and Cloud Management services, delivering cutting-edge solutions to businesses worldwide.

We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. The ideal candidate will have experience in financial reporting, budgeting, forecasting, and compliance, along with a passion for driving operational efficiencies and enhancing business performance.

Main Responsibilities for the successful Finance Manager:

• Accurate processing of Supplier Purchases and Expenses.
• Accounts Receivable and Debtor Control.  
• Accounts Payable and Creditors Control.
• Liaising with Customers and Supplier on account queries.
• Bank and Credit Card Reconciliation. 
• Preparing Monthly Supplier Payments.
• Licensing and Subscriptions Tracking.
• Tracking and Processing Employee Expenses.
• Liaise with Sales and Purchasing Teams for accurate reporting.
• Follow, assist with development of Accounting Processes and Procedures. 
• Accounting for stock for resale.
• Accounting for Licenses and Subscription for resale.
• Office, General and HR administration.
• Asist with the preparation of monthly, quarterly Management Accounts.
• Liaise with external accounts for Financial Statements. 

Main requirements for the successful Finance Manager:

• Min 2+ years’ experience in a similar finance or accounting role in a Small Business.
• Qualified or Part Qualified Accountancy Qualification ATI/ACCA/ACA/CPA.
• A wiz at Microsoft Outlook, Word, Excel, and PowerPoint.
• Proficient in Cloud Accounting Software such as Xero/QuickBooks/SageOne.
• Excellent Communication Skills - Written and Verbal.
• Committed to Personal and Professional growth.

What we offer to the successful Finance Manager

• Salary €35,000 - €45,000 per annum based on experience and qualifications
• Monday to Friday - Modern Office Facilities in the heart of Dublin City Centre
• A progression plan for professional growth in a key industry a sector.
• Support for further education and skills development.
• Dynamic working environment in a fast-growing IT company
• Pension/ and Holiday/ Insurance cover.
• Company Events.

This is an exciting opportunity to be part of an innovative, forward-thinking organisation that values talent, fosters career progression, and empowers its team to make a real impact on the global stage. So don’t wait and get in touch for more details! 

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy. 

We have an exciting opportunity for a Paraplanner to join one of the UK’s leading wealth management and financial advisory firms, based in the Worthing area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight.

We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving.

Main Responsibilities for the successful Senior Paraplanner:

As a Senior Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations.

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. 
• To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. 
• To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. 
• To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork.
• To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately.
• To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
• To aide the Head of Research & Paraplanning in team training and workload management. 
• To maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
• To respond to any other requests from your line manager within the scope of this role.

About the successful Senior Paraplanner:

• Level 4 Diploma in Financial Planning or near completion of.
• Minimum 5 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice;
• A detailed understanding of pensions, investments, protection and tax planning;
• Excellent report writing and communication skills;
• Professional, client facing demeanour;
• Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software ;
• Previous experience of using different provider websites and knowledge of the overall application and administrative processes. 

What we offer in return to the successful Senior Paraplanner:

• Salary £40,000-£45,000 per annum
• Monday to Friday, (hybrid working)
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don’t miss out, get in touch today for more details!

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

We have an exciting opportunity for a Paraplanner to join one of the UK’s leading wealth management and financial advisory firms, based in the Worthing area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight.

We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving.

Main Responsibilities for the successful Paraplanner:

As a Senior Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations.

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. 
• To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. 
• To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. 
• To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork.
• To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately.
• To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
• To aide the Head of Research & Paraplanning in team training and workload management. 
• To maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
• To respond to any other requests from your line manager within the scope of this role.

About the successful Paraplanner:

• Level 4 Diploma in Financial Planning or near completion of.
• Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice;
• A detailed understanding of pensions, investments, protection and tax planning;
• Excellent report writing and communication skills;
• Professional, client facing demeanour;
• Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software ;
• Previous experience of using different provider websites and knowledge of the overall application and administrative processes. 

What we offer in return to the successful Paraplanner:

• Salary £35,000-£40,000 per annum
• Monday to Friday, (hybrid working)
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don’t miss out, get in touch today for more details!

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

An exciting opportunity awaits a Financial Researcher to join one of the UK’s leading wealth management and financial advisory firms, based in the Worthing area. Renowned for its excellence, innovation, and client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Understanding that finance is the backbone of any successful organisation, they have remained dedicated to helping clients navigate their financial journey with expert guidance and strategic insight.

We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving.

Main Responsibilities for the successful Financial Researcher:

As a financial researcher, you will provide research and paraplanning expertise to support financial advisors in their meetings with clients.

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. 
• To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork.
• To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately.
• To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
• To maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
• To respond to any other requests from your line manager within the scope of this role.

About the successful Financial Researcher:

• Two years’ minimum experience of working in financial services.
• Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
• Excellent Communication and Costumer service skills
• Ability to work well under pressure
• Experience working large client base and different providers 
• Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
• Adapt to a fast-changing environment working with Paraplanners and Senior Managers as well as helping other staff.

What we offer in return to the successful Financial Researcher:

• Salary £28,000-£35,000 per annum
• Monday to Friday, (hybrid working)
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don’t miss out, get in touch today for more details!

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.

Exciting opportunity for a Financial Advisor to join one of UK’s leading Wealth Management and Financial Advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.

We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.

Main Responsibilities for the successful Financial Advisor:

As a member of our team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge. 

• Comply with the Financial Services & Markets Act 2000, the FCA Statements of Principle Code of Practice and the relevant FCA rules.
• Building and maintaining strong relationships with clients by understanding their financial objectives, risk tolerance, and investment preferences.
• Conducting thorough financial assessments to assess clients' current financial situations and future needs.
• Monitoring investment performance and portfolio outcomes relative to clients' goals and benchmarks.
• Providing regular performance updates and financial reports to clients to assess progress and make adjustments as needed.
• Maintaining accurate records of client interactions, financial plans, investment recommendations, and regulatory disclosures.
• Developing comprehensive financial plans tailored to clients' goals, which may include retirement planning, investment strategies, tax planning, estate planning, and risk management.
• Growing the client base and expanding business opportunities through effective sales and relationship management.
• Undertake personal training to maintain and develop knowledge and communicate to rest of team.

About the successful Financial Advisor:

• Previous experience of advising clients on financial products, services, and management of investments. 
• Requisite technical knowledge and qualifications (Level 4) to meet FCA requirements.
• Detailed knowledge and understanding of the firms’ compliance and AML procedures. 
• Strong knowledge of the UK tax landscape and the implications when making recommendations.
• Strong communication and interpersonal skills, with the ability to present detailed information. 
• The ability to be tactful, diplomatic, and trustworthy as you will often be dealing with sensitive and confidential information. 
• Strong team player, fostering strong working relationships across the company. 
• Experience with financial planning software and excellent IT skills.

What we offer in return to the successful Financial Advisor:

• Salary negotiable 
• Monday to Friday 
• Commission based Bonus 
• UK’s leading wealth management pension scheme
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set. 

This is a great opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey, so don’t wait and apply today. 

Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.