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Paraplanner Hybrid Working £35,000 - £45,000 + Benefits We are working with a growing and forward-thinking financial planning business that is looking to recruit a Paraplanner to join its team. This is an excellent opportunity to join a supportive environment where you'll work closely with experienced Financial Planners and gain exposure to a wide range of technical cases. The business combines modern technology with a highly personalised approach to financial planning, providing advice to private clients, families and business owners. They are committed to delivering excellent client outcomes and investing in the development of their staff. The Role Working alongside the Financial Planners, you will provide technical support and research, ensuring advice is delivered efficiently and to a high standard. Responsibilities will include: • Preparing suitability reports and recommendations to agreed deadlines • Undertaking technical research across pensions, investments and protection • Reviewing existing client portfolios and arrangements • Assisting with investment proposition research • Cashflow modelling and analysis • Gathering and interpreting client information from fact finds • Liaising with providers and handling technical queries • Ensuring advice meets FCA and Consumer Duty requirements • Supporting Financial Planners in delivering an excellent client experience • Participating in team meetings and, where appropriate, client meetings About You Applicants should have previous experience within a Paraplanning role and possess a strong understanding of retail financial planning products. You will ideally: • Hold the Level 4 Diploma in Financial Planning or be working towards it • Have experience producing suitability reports and carrying out technical research • Possess strong analytical and report-writing skills • Have experience using cashflow modelling software • Be highly organised with excellent attention to detail • Enjoy working as part of a collaborative team What's on Offer • Salary of up to £45,000 depending on experience and qualifications • Hybrid working • Support towards professional qualifications • Exposure to a wide range of technical financial planning work • A supportive and collaborative culture • Genuine opportunities for continued development and progression This opportunity would suit a Paraplanner who enjoys the technical side of financial planning and is looking to develop their career within a modern, client-focused business.

We're partnering with a well-established, client-focused financial services organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and delivering an exceptional end-to-end client experience. You'll be joining a business that genuinely values service excellence, continuous improvement and developing its people - where your leadership will directly shape how clients experience the organisation every day. The Role As Team Manager, you'll be responsible for leading, coaching and developing a mix team of Paraplanners and IFA Administrators who support advisers and clients across a range of financial planning activities. You'll ensure the smooth running of daily operations, maintaining high standards across client communication, workflow management and service delivery, while also driving engagement, performance, and continuous improvement within your team. This is a role where you'll need to balance people leadership with operational oversight - keeping a close eye on SLAs, quality, and capacity while creating a supportive, high-energy team culture. About You We're looking for someone who brings: Minimum 3 years' experience in a financial planning/wealth or wider financial services environment - within a similar position Previous experience leading or supervising a team A strong understanding of workflows, SLAs and performance management Excellent coaching, communication and organisational skills Confidence using CRM and scheduling systems A calm, solutions-focused approach to problem solving The ability to lead through change while keeping teams engaged and motivated A Diploma in Financial Planning (or working towards) would be advantageous, but is not essential. What's in It for You Salary up to £45,000 Discretionary bonus scheme Hybrid working - 3 days in the office & 2 days working from home Full company benefits package The chance to lead a key operational team within a growing financial planning business Genuine opportunity to shape service delivery and make a visible impact Supportive leadership culture with a strong focus on development If you're a hands-on leader who enjoys improving processes, developing people and delivering exceptional client service within a financial planning environment, this is a fantastic opportunity to step into a visible and influential role.

Paraplanner London Hybrid Working (Up to 3 Days from Home) £45,000 - £60,000 + Bonus + Exceptional Benefits A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London. This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects. The Opportunity Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience. You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning. Key Responsibilities Produce high-quality suitability reports and financial planning recommendations. Conduct technical research to support client reviews and new business advice. Attend client meetings alongside Financial Planners and prepare detailed meeting notes. Brief advisers on key client issues ahead of meetings. Liaise directly with clients to gather information and clarify requirements. Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes. Contribute to the continuous improvement of processes, templates and best practice. Manage your own workload effectively whilst maintaining exceptional standards. Keep up to date with industry, tax and legislative developments. About You To be considered for this opportunity, you should possess: Diploma in Financial Planning (or equivalent) or be working towards completion. Previous experience within a Paraplanning role. Strong technical knowledge across pensions, investments and financial planning. Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax. Experience supporting Financial Planners within a client-facing wealth management environment. Excellent report writing, research and communication skills. Chartered status or progress towards Chartered would be advantageous. Package & Benefits Basic salary £45,000 - £60,000 Annual discretionary bonus 9% employer pension contribution Private Medical Insurance Health Screening Life Assurance Income Protection Sharesave Scheme Season Ticket Loan 25 days annual leave Option to purchase an additional 5 days holiday Full study support and professional development

A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice. Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients. Key Responsibilities: Preparing detailed suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support client recommendations Assisting with pre- and post-meeting work for Financial Planners Reviewing existing client arrangements and identifying planning opportunities Liaising with providers and internal teams to ensure smooth case progression Supporting ongoing client servicing, including annual reviews About You: Previous experience as a Paraplanner within a financial planning environment Strong technical knowledge across pensions, investments, and wider financial planning areas Diploma qualified (Level 4), with progress towards Chartered status desirable Excellent attention to detail and report writing skills Strong organisational and communication skills A proactive and team-focused approach What's on Offer: Basic salary to £47,000 Hybrid working - 3 days in the office and 2 days working from home Competitive company benefits Opportunity to join a growing, highly regarded firm Supportive and collaborative working environment Clear progression opportunities, including support towards further qualifications This is an excellent opportunity for a Paraplanner looking to join a progressive firm where they can continue to develop their technical expertise and play a key role in delivering high-quality financial planning.

Client Services Executive London Hybrid Working (Up to 3 Days from Home) Up to £45,000 + Bonus + Excellent Benefits 6-Month Fixed-Term Contract (Strong Potential to Become Permanent) A leading UK wealth management firm is seeking a Client Services Executive to join its Investment Management division in London. This is an excellent opportunity to join a highly respected financial services organisation with a long-standing reputation for delivering investment management and wealth planning solutions to private clients, charities and institutions. The position offers exposure to a specialist investment team and provides the chance to build a long-term career within a growing business. The Opportunity As a Client Services Executive, you will play a pivotal role in delivering an exceptional client experience. Acting as the primary point of contact for clients and internal stakeholders, you will take ownership of client administration and lifecycle management, ensuring all processes are completed efficiently and accurately. This role offers a blend of client interaction, relationship management and operational support, making it ideal for an experienced financial services administrator looking to take the next step in their career. Key Responsibilities Develop and maintain strong relationships with clients and internal stakeholders. Manage the client lifecycle administration process from start to finish. Act as the key liaison between clients, investment managers, operations teams and other stakeholders. Oversee account opening, onboarding, transfers, client payments and account amendments. Support portfolio valuation processes and ensure all administrative tasks are completed accurately. Assist with client suitability information gathering and preparation of client summaries and welcome packs. Attend client meetings where appropriate and support the wider investment team. Act as the first point of contact for client queries and administration matters. Contribute to process improvements and share best practice across the business. Support more complex client events, including estate, probate and deceased client administration. About You To be considered for this opportunity, you should have: Experience within a financial services administration or client services role. Experience managing end-to-end client administration processes. Strong organisational and relationship management skills. Excellent communication and client service abilities. A good understanding of financial services products and regulatory requirements. Experience supporting investment management, wealth management or financial planning teams would be advantageous. Investment Operations Certificate (IOC) qualification or progress towards professional qualifications would be beneficial. Package & Benefits Salary up to £45,000 Annual discretionary bonus Hybrid working (up to 3 days working from home) Competitive pension scheme Private Medical Insurance Life Assurance Income Protection Health Screening Employee Share Scheme Season Ticket Loan 25 days annual leave Option to purchase additional annual leave Full study support and professional development funding Why Apply? This is an outstanding opportunity to join one of the UK's most respected wealth management organisations, offering a supportive environment, excellent benefits, career development opportunities and the possibility of securing a permanent position following the initial contract period.

A leading national financial planning practice is seeking an experienced Paraplanner to join its established and close-knit team in the heart of Bath. This is an excellent opportunity to become part of a respected organisation that provides outstanding support to its clients while offering employees a collaborative and rewarding working environment. The successful candidate will be responsible for providing high-quality technical support to a team of Financial Planners and their clients. Working closely with experienced professionals, the role offers variety, professional challenge and the chance to make a real impact. Key Responsibilities: Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements: Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer: Basic salary up to £45,000 Discretionary annual bonus Hybrid working - 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business.

We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry. Key Responsibilities Provide full administrative support to financial advisers and clients Handle client queries and maintain regular client contact Manage documentation, reports, and client records with accuracy and professionalism Assist with preparation of client meetings and follow-up actions Requirements Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred Good understanding of financial services and ambition to build a long-term career in the sector Ambitious graduates seeking their first role in financial services will also be considered Strong communication, organisational, and administrative skills What's on Offer Competitive salary up to £26,000 plus discretionary bonus Hybrid working arrangement (2 days in the office, 3 days from home) Full training and support for market exams Clear career progression opportunities with a company known for internal promotions Generous benefits package This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.