Recruit UK

Job Title: Financial Adviser position Industry: Financial Services Location: Solihull Salary: £50,000 Job Reference: 10197 Job Description: Financial Adviser position Recruit UK is working on a unique opportunity for a Financial Adviser to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firm's in the UK. They are looking for a Financial Adviser to cover the Solihull area. You will be providing Financial Advice to an existing client bank. This is mainly a client servicing position. You will receive paraplanning and admin support. This is a fantastic opportunity to work for a nationwide and prestigious company, and excel your career as a financial planner. What's in it for you: Starting salary £50,000 Client bank provided Quarterly Bonuses Offices in Staffordshire Pension Contribution Private Medical Insurance DIS Ongoing study support and support with exams Skills and experience required: Financial Advice Experience Level 4 Diploma 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 is pleased to be working with a UK Financial Planning firm on a Financial Adviser 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.

Client Services Manager Location: Remote Salary: £38,000 - £45,000 Reference: 10232 A boutique financial planning firm based in East London is looking to hire an experienced Client Services Manager or Senior Financial Planning Administrator to become a key operational support within the business. The firm has a clear growth trajectory, within the next four years , while maintaining a small, high-quality team. This role offers the opportunity to become the operational backbone of the firm , supporting the adviser and helping ensure the business runs efficiently behind the scenes. The Role You will play a central role in managing client administration and ensuring smooth operational processes across the business. Key responsibilities include: Managing the client onboarding process from fact find through to implementation Handling platform administration including pensions, ISAs, GIAs and drawdown Managing Letters of Authority (LOAs) and provider follow-ups Preparing annual review documentation and implementation packs Maintaining CRM records and workflow processes Ensuring the adviser's time is focused on client advice rather than administration About You We are looking for someone who takes ownership of processes and enjoys keeping things running smoothly. Ideally you will have: 4-8+ years' experience within an IFA or financial planning firm Strong knowledge of platforms such as Transact, AJ Bell or Quilter Experience managing multiple providers and product types Excellent organisation skills and strong attention to detail A proactive mindset and the ability to anticipate adviser needs

Job Title: IFA Administrator Location: Newcastle Salary: Up to £32,000 (Higher negotiable DOE) Job reference: 10109 Job Description: Recruit UK are working on an excellent opportunity for a IFA administrator to join an industry leading Wealth Management firm in Newcastle. The company is known for offering high quality financial advice and investment services to a widespread client base of professionals, employers, families, business owners and more! It's the perfect time to join this well renown organisational with offices all across the UK! You will be supporting clients and advisers, managing leads and client communication processes. No two days will be the same within this role! You will be tasked with managing leads through CRM systems, in-putting data, preparing packs for meetings/valuations, call handling, client meeting and much more! What's in it for you? Competitive Salary of up to £30,000 plus bonus! (Higher negotiable DOE) Hybrid home/office working 25 Days holiday per annum, with the option to purchase more! Stakeholder pension contribution Cycle to work scheme Access to financial advice for yourself Private healthcare Gym discounts Season ticket loans And much more! Skills and experience required: Experience working within a financial services role is preferable Great IT & Admin skills High standard of oral and written communication Ability to build Rapport & Relationships Strong organisation skills with experience in record keeping and report writing. Keen eye for details 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 is pleased to be working with a Financial Advice firm based in Newcastle on a Client Administrator role. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 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. Reference ID: 10109

Job Title: Employee Benefit Administrator Salary: £45,000-£55,000 (depending on experience) Location: London (Hybrid) Job ID: 10156 About the Role A well-established financial planning boutique is seeking an experienced Employee Benefit Administrator to support advisers in managing corporate client employee benefit schemes. You will join a professional team with a clear focus on delivering high-quality service and strong client outcomes. Your role will include Responding to daily corporate client and employee queries Requesting and processing new business and renewal quotes from providers Administering joiners, leavers, claims, and pension schemes Preparing and summarising scheme details and supporting adviser recommendations Reviewing and issuing policy documents and client accounts Issuing client invoices and maintaining accurate records Supporting adviser-led corporate client reviews and scheme renewals Building and maintaining strong relationships with HR teams and providers Skills and experience required Minimum 2 years' experience in employee benefit administration Strong knowledge of pensions, insurance, and employee benefit processes Experience using back-office systems, ideally iO (Intelligent Office) or similar Professional qualifications such as CII RO or GR1 exams desirable Excellent attention to detail, organisational skills, and ability to multi-task Strong verbal and written communication skills Motivated for growth and interested in new business development Able to manage deadlines effectively and work under pressure Benefits Salary from £45,000, with potential to increase to £55,000 depending on experience Hybrid working with flexible arrangements 25 days annual leave plus bank holidays Private health insurance Pension contributions Opportunities for professional development and career progression About Recruit UK Recruit UK specialise in financial services recruitment across the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you at Recruit UK Equality, diversity, and inclusion embedded in everything we do Every journey begins with a detailed conversation about you and your future goals Honest feedback on your suitability and position in the current market Access to a wide network across financial planning to source the right fit for you A mindful approach linked to career satisfaction, not only salary UK-wide coverage with a local consultant supporting you No pestering, just clear professional communication

Chartered Senior Paraplanner - London (Hybrid) Reference: 10248 Salary: Up to £65,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base (typically £900k - £1m per client), supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.

Job Title: IFA Administrator Industry: Financial Services Location: Durham Salary: £30,000 - £40,000 Job Ref No: 10069 Are you an experienced IFA Administrator with a background in an Independent Financial Adviser (IFA) practice? Recruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading forward thinking Independent Financial Advice firm. They are looking for an experienced Administrator who will provide high-quality administrative support to Financial Advisers, enabling the delivery of strong client outcomes. The Role: Processing new business (including investments, pensions, mortgages, and life policies) Handling client servicing requests (e.g., switches, rebalances, withdrawals) Managing policy enquiries and client correspondence Providing administrative support: handling calls, managing post, typing documents, and greeting clients Supporting with reception and telephone duties as needed What's in it for you: IFA Administrator - Financial Advice Firm Basic Salary up to £40,000 + Bonuses Excellent Benefits Office based + Flex working Friendly team 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Study support towards Level 4 Diploma Skills and experience required: 3 years+ Financial Planning Administration experience Intelligent Office (IO) experience Ideally, Part CII Level 4 Diploma Qualified - Some R0 exams 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 leading Independent Financial Advice firm based in Durham on an IFA 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. 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: Financial Adviser Location : Bournemouth Salary : £90,000 (negotiable + bonus) Ref : 10252 About the Role: An exciting opportunity has arisen for an experienced Financial Adviser to join a well-established, global financial advice firm with a strong presence across the UK, Europe, Middle East and the USA. This role is ideally suited to advisers who enjoy building long-term client relationships, with a focus on servicing and growing an existing client bank while benefiting from ongoing referrals and leads. The client base is largely made up of returning expatriates and internationally mobile clients, offering a unique and engaging advice proposition. You will provide holistic financial advice across pensions, investments, protection and estate planning, delivered primarily via Teams alongside some face-to-face meetings. What's on offer: Salary up to £90,000 On target earnings £150,000 Uncapped bonus structure Existing client bank to inherit Ongoing leads and referral support Hybrid working model (roughly 3 days office, 2 days home, flexible) Pension, Death in Service (DIS), 25 days holiday plus bank holidays Full back office Paraplanning and Administration Skills and Experience: Level 4 Diploma qualified (minimum) CAS status with ideally 3+ years advising experience Strong relationship management and client servicing skills Ability to manage and grow a client bank

Job Role: Trainee Paraplanner Location: Chorley Salary: Up to £35,000 (dependent on experience) Job Type: Full-time, Permanent Reference Number: 10128 Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression. The Role As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include: Supporting the preparation of suitability reports and financial recommendations Conducting research across pensions, investments, protection, and retirement planning Assisting in analysing client objectives and financial data Learning to support advisers with complex cases Ensuring all documentation meets FCA and compliance standards Liaising with advisers, administrators, and product providers About You The successful candidate will have: A keen interest in financial planning and paraplanning Strong analytical skills and attention to detail Excellent written communication Motivation to complete exams and progress towards becoming a Chartered Adviser Previous administrative or financial experience is desirable but not essential What's on Offer Competitive salary of up to £35,000 (dependent on experience) Full exam support and study leave Hybrid working: 1 day from home after 3 months, 2 days after 6 months Structured career development and progression towards a Chartered Adviser role Supportive and professional working environment Please apply with your most up-to-date CV if you feel you may be suitable. 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 trying to fill a role. We have a network of over 100,000 financial services professionals Our commitment to you: Start every journey with a conversation to understand your goals Provide honest feedback on your fit in the job market Use our network to match you to your perfect position Take a holistic approach - career satisfaction is more than just salary Cover the whole of the UK with a local touch Never pester you

Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! 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. 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 Advice Location: Scotland Salary: up to £50,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Scotland. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £50,000 Office work for training then its fully remote working (or hybrid if preferred) Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge

Job Title: IFA Administrator Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning

Job Title : Paraplanner Salary : £ 40,000- £45,000 (Depending on experience). Location : Preston Full-time : Monday - Friday. Reference Number : 10215 Overview: I am supporting a growing, reputable IFA (Independent Financial Adviser) practice in Preston with an excellent opportunity for an Accomplished Paraplanner If you have experience in Financial Planning and are looking for a new challenge in a supportive and dynamic team environment, they would love to hear from you. What you can expect: £40,000 - £45,000 per year (dependent on qualifications and experience). Study support towards full diploma & Chartered status. 25 days holiday plus bank holidays. Company pension scheme. Supportive working environment. And much more! Key Skills and Requirements: Minimum of 2 years of experience working within the Financial Planning/Wealth management industry as a paraplanner. Strong working knowledge of financial services products, including Pensions, Investments, ISAs, and Protection policies. Excellent communication skills, both written and verbal. Highly organised with the ability to work to deadlines and manage your own workload effectively. A team player, with a willingness to assist colleagues when needed. Previous experience in writing suitability reports is essential. If not already qualified to Diploma level, you will need to be part-qualified or motivated to progress further. Job Duties: 1. Produce professional suitability reports tailored to individual clients. 2. Prepare file documentation for meetings and assist with existing business administration. 3. Conduct specific product, provider, and fund research. 4. Assist administrators during busy periods, ensuring smooth team coordination. 5. Handle other administrative duties, including: 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 UK Wealth Management Firm in Preston 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.

Financial Planner Harrogate A highly regarded Financial Planning practice in Harrogate looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential - Salary depending on experience + superb bonus Hybrid working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities What we are looking for: An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role Someone who can demonstrate skills in new business development and client generation. This is key Ethical, consultative and looking for a long term position where you can make a real difference to this organisation. This is a fantastic Financial Advisor opportunity based in Harrogate with back office support, top level salary, superb bonus and overall earning potential plus flexible working.

Job Title: Junior Paraplanner Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning

Job Title: Paraplanner Industry: Financial Planning Location: Cardiff Salary: £35,000 - £45,000 Job Reference: 10245 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Cardiff Our client is a Independent Financial Planning firm, who specialise in providing advice in Investments, Pensions, Mortgages and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth, but simple! They spend time understanding the clients individual needs for short and long term planning, and couldn't do this without the support of their paraplanning team. You will work alongside other Paraplanners, who work in a close knit environment and also lean on the administration team for support. Duties will include but not limited to: Work closely with the IFA's and Director to undertake research and recommendations Create suitable reports Liaise with clients and product providers Ensure all paperwork and procedures follow FCA guidelines and are compliant Prepare documents for annual reviews Benefits: Competitive salary of up to £45,000 26 days annual leave Progression depending on your ideal career path Professional development Exam support and funding Flexi working Administration team to support you with the role Skills and experience required: Experience working in a Paraplanning/report writing role Level 4 qualified or working towards may be considered Experience using Intelligent office advantageous

Job Title: Paraplanner Industry: Financial Planning Location: Cirencester Salary: £45,000 - £55,000 Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cirencester. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners Duties: Creating and producing suitability reports post client meeting, both new business and annual reviews Product research post meeting Cashflow modelling Liaising with clients and product providers and working closely with the Admin team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £55,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to get to Chartered status (if desired) Skills and experience required: Level 4 Diploma minimum, working towards Chartered ideal Experience working in a Financial Planning firm as a Paraplanner Strong knowledge of FCA regulations and products.

Job Title: Junior Paraplanner Industry: Financial Planning Location: Cirencester Salary: £35,000 - £45,000 (DOE) Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm near Cirencester. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Junior Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. This role is perfect for someone with a couple of RO exams done and either IFA Admin experience, or some Paraplanning exposure. Duties: Support the technical paraplanners with suitability reports Support with product research post meeting Support with cashflow modelling Liaising with clients and product providers Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £45,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Working towards your Level 4 diploma (at least 2 RO exams completed) Experience working in a Financial Planning firm in some capacity Desire to pursue a career in paraplanning

Job Title: Junior Paraplanner Industry: Financial Planning Location: Hereford Salary: £32,000 - £42,000 (DOE) Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm near Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Junior Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. This role is perfect for someone with a couple of RO exams done and either IFA Admin experience, or some Paraplanning exposure. Duties: Support the technical paraplanners with suitability reports Support with product research post meeting Support with cashflow modelling Liaising with clients and product providers Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £42,000 (depending on exp and quals) Discretionary bonus scheme 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Working towards your Level 4 diploma (at least 2 RO exams completed) Experience working in a Financial Planning firm in some capacity Desire to pursue a career in paraplanning

Job Title: Financial Planner Location : Bristol Salary : £50,000 - £60,000 Reference: 10243 Recruit UK are working with a highly respected, independent financial planning firm with a strong regional presence and an excellent reputation for client outcomes and adviser support. This is a business that has built its success on long-term client relationships, a modern and efficient advice process, and a genuine commitment to delivering high-quality financial planning. With a well-established client base, continued growth, and significant investment in technology and infrastructure, they provide advisers with everything needed to succeed, without the usual administrative burden. You'll be joining a collaborative and forward-thinking team where client care, professionalism, and development are at the core of the business. The firm is known for its structured advice approach, strong compliance framework, and commitment to ongoing professional development, including support towards Chartered status. If you're looking to step into a role where you can focus on advice, inherit clients, and benefit from a business that is actively growing and investing in its people, this could be an excellent next move. What's on Offer: Competitive starting salary £50,000-£60,000 Exiting client base, and opportunities for new business Travel expenses covered to meetings, and their Cheltenham office Supportive, professional working environment Back office support 5% matched pension 33 days holiday (inc BH) extending with service DIS Hybrid working Full study support towards Chartered if desired About you: Level 4 Diploma in Regulated Financial Planning Currently a Financial Adviser Must have a UK driving licence Commitment to building and supporting existing book, as well as a desire and drive to bring in new business Happy to travel to meetings and attend the Cheltenham office (around once a week)

Job Title: Junior Paraplanner Industry: Financial Planning Location: Cheltenham Salary: £35,000 - £45,000 (DOE) Job Reference: 10235 Job Description: Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm near Cheltenham. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Junior Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. This role is perfect for someone with a couple of RO exams done and either IFA Admin experience, or some Paraplanning exposure. Duties: Support the technical paraplanners with suitability reports Support with product research post meeting Support with cashflow modelling Liaising with clients and product providers Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary of up to £45,000 (depending on exp and quals) Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Working towards your Level 4 diploma (at least 2 RO exams completed) Experience working in a Financial Planning firm in some capacity Desire to pursue a career in paraplanning