Eden Rose

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

Financial Planning Associate (Senior Paraplanner) City of London, 2 days a week post-probation £55,000 - £60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We're working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility. Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team. This role sits on their Paraplanning team and would suit an experienced individual looking to remain in a client-facing position. Why Join This Business Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway Key Responsibilities: Attending most client meetings, and regular relationship building with clients Assist with cashflow presentations Working closely with the Adviser to analyse a client's situation and suggest next steps and financial planning opportunities Conduct fact finds, produce meeting notes and coordinate with Administrators Conducting research and analysis to support the development of suitable financial strategies Producing suitability letters/reports Be a technical point of contact Requirements: Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients Experience in a client-facing role, and having sat in client meetings on a regular basis Level 4 qualification is mandatory, working towards Chartered is desirable Experience with a range of software and technology, including Voyant, FE Analytics Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser

This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of their City of London office. Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice. Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financial Planning Administrator position. The firm allows the flexibility to work from home on Fridays. What's needed to be considered? Previous experience within a Financial Planning Administrator role Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics Knowledge of financial products, particularly Pensions and Investments Experience working in an Openwork Partnership firm would be ideal Team player, eager to share knowledge previously obtained as well as learn on the job What next? Apply today to be considered for this 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.

Independent Financial Adviser (IFA) Location: Ipswich (Hybrid - 2 days in-office) Full-Time Permanent We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Ipswich. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home Apply Now If you're an IFA looking to take on a rewarding, salaried advisory role with a mix of private and corporate clients - without the pressure of generating your own business - we would be pleased to hear from you.

Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000 We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke financial planning The Opportunity Due to business growth they are looking for either an experienced or Junior Paraplanner to join the team. You will be responsible for supporting several Advisers and their HNW clientele and will be given full exams support alongside future progression opportunities within the business. What's needed for me to be considered? Previous experience within an IFA or regulated financial services environment. Previous experience within a Paraplanning position providing technical support to advisers Strong knowledge of holistic financial planning products and services Progression towards level 4 Diploma Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation What next? Apply today to be considered for this Paraplanner/Junior Paraplanner 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Job Synonyms Senior Paraplanner, Paraplanner, Para-planner, Para planner, Technical Planner, Report Writer, Technical Planner, Technical Report Writer, Financial Planner, Adviser Support, Financial Planning Technician

Paraplanner - Bury St Edmunds - Salary up to £45,000 Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Bury St Edmunds with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday Bank Holidays Christmas Closure. Subsidised private healthcare Income Protection Healthcare Scheme Paid Study leave Volunteering days Key Responsibilities: Collaborate with financial advisors to create comprehensive financial plans for clients. Conduct research and analysis to support the development of suitable financial strategies. Prepare and maintain accurate client files, ensuring compliance with industry regulations. Requirements: Minimum of 2 years' experience as a Paraplanner. Level 4 qualification is mandatory. Proven track record of steady employment and commitment to roles. What next? If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!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. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Paraplanner - Bournemouth (Hybrid Available) Salary: Up to £40,000 + benefits We're working with a well-established financial planning firm in Bournemouth who are looking for an experienced Paraplanner to join their growing team. You'll be supporting a mix of employed and self-employed advisers, focusing on more complex cases including pension transfers and switches. The firm values technical ability and attention to detail, and are ideally seeking a career Paraplanner who wants to stay in a long-term, hands-on technical role. What's on offer: Up to £40,000 basic salary Hybrid working after initial training period 5% pension + Westfield Health cash plan Supportive, professional environment with strong long-term stability Experience Required: Proven Paraplanning experience within an IFA or wealth management firm Strong knowledge of pension transfers and complex investment cases Skilled in report writing and supporting advisers with technical work Level 4 Diploma preferred but not essential Apply now or get in touch to find out more about this Bournemouth based Paraplanning role.

Independent Financial Adviser - Stoke-On-Trent - Up to £65,000 We are working with a well-established and IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 years and have a strong presence across social media as well as networking events. In this role there are circa 100 clients to be taken over with an average AUM of £250k. The reason for the role is due to two of the senior Directors looking to take a step back from advising to grow the firm. Key Benefits: Competitive Financial Planner Bonus scheme with uncapped earnings potential. Client bank with significant AUM with a "professional" handover. Fully matched Pension contribution of 5.00%. Life Assurance, covering four times your basic salary. 28 Days of annual leave + bank holidays The opportunity to work in a vibrant and flexible environment, both in the office and remotely, maintaining the warm and welcoming atmosphere we're known for. Next Steps: If you're a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we'd like to hear from you. We're eager to fill this role swiftly. 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Gloucester areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to clients such as: Whitbread, Vauxhall, and many more recognisable names. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 35, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Gloucester areas - apply asap

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Cardiff areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to clients such as: Whitbread, Vauxhall, and many more recognisable names. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 29, 000 - 32, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Cardiff areas - apply asap

A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 45,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience

A growing niche specialist Waste Management consultancy is looking to hire 2 Business Development Managers due to growth. NB you MUST have waste management Sales experience to be considered. This is a remote role, and as such you can be based anywhere in the UK. This business are owned by a larger recycling/commodities group, and are growing in revenues and headcount year on year. These roles are ideally suited to individuals who identify as hunters, but with a real eye for detail and strategy, as opposed to fast transactional selling. You will be comfortable with a long sales cycle, minimal leads, and will be resourceful in providing true saving and efficiency findings for clients up and down the country, mostly within Manufacturing markets. Candidates must have strong results in Sales within Waste Management - be it trade, TWM, Hazardous etc. You will be highly numerate and good at engaging with a wide range of audiences. Typical decision makers will be: Facilities Managers, Estates Managers, Finance Directors and business owners, as well as procurement teams and health and safety teams, environmental Directors etc. Salary range is entirely dependent on experience but will be a range in basic from 40,000 to 70, 000 for the right person, plus a strong bonus scheme and development opportunities. OTE is 80-100k a year. NB only candidates with experience selling Waste Management services will be considered. Please only apply if you have WM experience

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Derby areas with immediate effect due to expansion. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to large corporates and SME's alike as well as public sector based organisaitons. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. This is a growing business nationally An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Derby areas - apply asap

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Nottingham areas with immediate effect due to expansion. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to large corporates and SME's alike as well as public sector based organisaitons. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. This is a growing business nationally An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Nottingham areas - apply asap

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Bradford and Sheffield areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to clients such as: Whitbread, Vauxhall, and many more recognisable names. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 28, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person. You will need a full driving licence, and be happy to be developing business in your territory, focusing on the Bradford and Sheffield areas - apply asap

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Yorkshire areas. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. This business provide waste management solutions to many recognisable business names. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential. The business also provide other services within facilities management, but equally people who have joined the business historically and done very well have come from other industries within Sales - so no industry experience is needed - but Sales is a must You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development is 30, 000 to 35, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa + 25, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 65,000. Some individuals in the business are earning closer to 90k. You will need a full driving licence, and be happy to be developing business in your territory, focusing on all Yorkshire areas. Apply asap

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the Liverpool areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential at all. You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person.

An award winning business in the ever expanding Waste Management industry is looking to recruit a talented Business Development Manager to cover the South Manchester areas with immediate effect. Our client are a business with a real reputation for innovation, creativity, and service excellence. They have several genuine USP's and have grown organically with steady growth year on year. They have won several awards in the last 10 years The role open is as a result of continued growth and further investment to capitalise even more on their trajectory. An ideal Business Development Manager candidate will have some industry experience in waste, although this is by no means essential at all. You will be: a strong rapport builder and influencer, a good winner of business and ultimately you will be driven to succeed through drive and competitive spirit. You will be looking for the next step in your sales career, and will want to be part of a truly winning team that is in the midst of a growing industry. Waste may not be everyone's cup of tea but it is a topic of discussion on a global scale by political leaders - so is naturally set for even more growth as time goes on. Base salary range for a Business Development Manager is 30, 000 - 33, 000 plus a car allowance package circa 5,000 plus benefits and bonuses. The company bonus scheme is uncapped but based on the business averages you should be able to earn circa 20, 000 in bonuses a year. Annual earnings should therefore be 50,000 - 60,000. Great development is on offer over the next 1-2 years for the right person.

Role: Assistant Paraplanner Location: Glasgow Salary: Up to £29,000 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for someone to join the Assistant Paraplanner team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. This is a central role that supports the Advisers and Paraplanners of the business. Role responsibilities include: Obtain information for Paraplanners and Advisers, utilising software such as IRESS Issuing LOAs, chasing providers, and liaising with the Paraplanners on this Producing new business illustrations Utilise the back office system to record client data Understanding the regulatory framework, and abiding to FCA regulations You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus 10% Employer Pension Contribution Private Medical Insurance Life Assurance Annual Leave - minimum of 25 days Additional days off at Christmas Discounted gym membership What's needed for me to be considered? Previous experience within Financial Planning in Administration, or Junior Paraplanning (or similar) Ideally working towards the Level 4 Diploma in Regulated Financial Advice, or a view to start with this Understanding of the full financial planning advice process Strong communication skills What next? Apply today to be considered for this 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. Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, Financial Advice, Junior Paraplanner, Trainee Paraplanner

Role: Assistant Paraplanner Location: Edinburgh Salary: Up to £29,000 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. This company have an exciting opportunity for someone to join the Assistant Paraplanner team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. This is a central role that supports the Advisers and Paraplanners of the business. Role responsibilities include: Obtain information for Paraplanners and Advisers, utilising software such as IRESS Issuing LOAs, chasing providers, and liaising with the Paraplanners on this Producing new business illustrations Utilise the back office system to record client data Understanding the regulatory framework, and abiding to FCA regulations You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer? Discretionary Annual Bonus 10% Employer Pension Contribution Private Medical Insurance Life Assurance Annual Leave - minimum of 25 days Additional days off at Christmas Discounted gym membership What's needed for me to be considered? Previous experience within Financial Planning in Administration, or Junior Paraplanning (or similar) Ideally working towards the Level 4 Diploma in Regulated Financial Advice, or a view to start with this Understanding of the full financial planning advice process Strong communication skills What next? Apply today to be considered for this 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. Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, Financial Advice, Junior Paraplanner, Trainee Paraplanner