Recruit UK

Job Title: Paraplanner Industry: Wealth management Location: Liverpool or Southport offices Salary: £ - £45,000 (Higher salary negotiable on experience) Job reference: 9993 Job Description: Recruit UK is delighted to be partnering with a thriving wealth management firm based in Southport, presenting an opportunity for experienced paraplanners. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values, and allow clients to secure their wealth. This is an excellent opportunity for a Paraplanner to join a company that wants to get involved across the board with the Investment committee. Duties will include: Gathering and analysing data Conducting research Preparing suitability reports Cashflow modelling Compliance duties Preparation of illustrations and key documents Dealing with client queries Benefits: 25 days annual leave plus bank holidays Salary up to £45,000 9-day fortnight (Every other Friday off!) Hybrid working Death in service Company pension Discretionary bonus Long term career progression Opportunity to get involved with investments Skills and experience required: Previous paraplanning experience Proficient use of Excel and Intelligent Office Interest in investments Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm that has offices in Liverpool and Southport on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Associate Financial Adviser Industry: Financial Planning Location: Bristol Salary: £35,000 - £50,000 Job reference: 9943 Job Description: Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK's leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model and have a highly developed client proposition. They are seeking a confident, experienced professional to expand their Desk Based advice team in Bristol. They are looking for confident financial services professionals who are looking to build a career as a financial adviser. To be considered they're looking for someone with financial services experience and the Level 4 Diploma. Your experience will give you the fundamental skills to become a successful adviser with them. They have a clear and defined progression structure to allow you the opportunity to move into face to face advice in the future if you desired. Duties will include: Provide telephone or video-based reviews and advice to clients. Contact referred clients within agreed Service Levels to arrange review appointments and deliver ongoing service commitments. Undertake suitability reviews to ensure client portfolios remain aligned with objectives, risk profile, and circumstances. Deliver compliant, personalised financial advice to meet identified client needs. Prepare compliant client communications and suitability reports. Maintain accurate and up-to-date client records on the firm's systems. Adhere to all regulatory requirements, internal compliance procedures, and advice processes. Benefits: Salary up to £50,000 Salary increases once CAS status is achieved Clients provided Excellent bonus structure Career progression framework Extensive benefits Comprehensive training Skills and experience required: Level 4 Diploma in Financial Planning Experience within Financial Services Ability to communicate effectively over the phone Desire to become a Financial Planner Strong client management skills Exceptional communication skills Highly motivated with strong work ethic About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Associate Financial Planner role in Bristol. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Job Title: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in WSM on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Plymouth on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.

Job Title: Financial Adviser Industry: Financial Services Location: Carlisle. Salary: Up to £70,000 bonus Job Ref: 9878 Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Carlisle. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser You will be dealing with an existing client portfolio as well looking after new client enquiries. Your aim will be to service the existing client bank and organically grow this where possible. You will offer clients quality independent financial advice and make recommendations on how to best meet their goals, managing and developing your own client bank. Full admin and paraplanning support. What's in it for you: Competitive starting salary up to £70k bonus Client bank Client leads Excellent bonus schemes Excellent Benefits: DIS, Flex Bens, Pension Flex working - office/home based Administration support Study support Skills and experience required: Level 4 Diploma (Dip PFS) or equivalent CAS Status Our commitment to you : As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, office in Carlisle on Financial Adviser role. Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Part-Time Financial Planning Administrator Location: Macclesfield Part-Time (Flexible hours - e.g., 3-4 days per week) £25,000 FTE Hybrid working Salary: Competitive, based on experience Reference Number: 9883 Are you a financial planning administrator looking for a flexible, part-time role in a friendly and professional environment? A growing financial planning firm in Macclesfield is seeking a Part-Time Financial Planning Administrator with experience using Intelligent Office (IO) to support advisers and paraplanners across a wide range of essential business functions. Key Responsibilities: This varied and rewarding role includes: Client Servicing & Reviews: Manage client onboarding , portfolio updates, and client review scheduling Prepare and issue client review reports and letters Maintain accurate client records within Intelligent Office (I.O) Assist with closing reviews and scheduling follow-up tasks Back Office & Admin Support: Process incoming and outgoing post and documentation Maintain a contact book for providers and support information retrieval Update plans in I.O. and ensure accuracy of client and provider data Support advisers with fact-finding , risk profiling , and basic research Optional involvement in simple report writing (support provided if preferred) Finance & Reconciliation: Daily processing of provider income and reconciliation Match and categorise transactions, manage invoices, and file documentation Support bank reconciliation and preparation of annual financial reports for the accountants Operational Support: Conduct monthly Smart Search checks and maintain compliance records Manage the LOA tracker and monitor fees Handle office supplies, franking, and general admin duties What You'll Bring: Prior experience in a financial planning or IFA environment Strong knowledge of Intelligent Office (I.O) Excellent attention to detail and organisational skills Confident with provider platforms, data entry, and client documentation Ability to manage your own workload and stay ahead of deadlines What's on Offer: Part-time hours to suit your lifestyle (e.g. school hours, 3-4 days per week) Flexible Hybrid working Opportunity to get involved in varied and meaningful work A valued role with autonomy and scope for development As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Macclesfield, on a Part-time Financial Planning Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.