Client Relationship Management Assistant - Wealth Planning Location: London (Hybrid) Salary: Competitive + excellent benefits Contract Type: Permanent About the Role We are currently recruiting for a Client Relationship Management Assistant to join a highly respected and well-established wealth planning firm in London. This is an excellent opportunity for an experienced client relationship professional to support senior advisers and directors in delivering a first-class service to high-net-worth clients. In this role, you'll play a key part in the day-to-day management of client relationships, ensuring smooth communication between clients, advisers, and third parties, while contributing to the efficient delivery of financial planning advice. Key Responsibilities: Support Advisers and Directors in managing a portfolio of client relationships. Arrange and attend client meetings, take detailed notes, and manage follow-up actions. Act as the first point of contact for client queries and liaise with internal teams to ensure timely responses. Maintain accurate and up-to-date records across CRM systems and databases. Coordinate with internal departments and external partners to deliver seamless client service. Assist in onboarding new clients, preparing proposals, documentation, and relevant forms. Support annual and periodic client reviews, preparing meeting materials and managing post-meeting actions. Help implement simple financial planning activities such as ISA contributions, pension transactions, and cash management. About You: Minimum of 5 years' experience in client relationship management within financial services, ideally within wealth management or financial planning. Educated to degree level or equivalent experience. Good understanding of investment and financial planning products, or a strong desire to develop this knowledge further. Confident in communicating with senior colleagues, clients, and third-party professionals such as lawyers and accountants. Excellent organisational and communication skills with a strong attention to detail. Able to manage multiple tasks and deadlines effectively. Proactive team player with a genuine interest in learning and professional development (support for financial planning exams available). What's on Offer: Competitive salary and comprehensive benefits package. Career progression opportunities within a respected and growing wealth management team. Supportive, professional working environment focused on collaboration and continuous improvement.
Oct 07, 2025
Full time
Client Relationship Management Assistant - Wealth Planning Location: London (Hybrid) Salary: Competitive + excellent benefits Contract Type: Permanent About the Role We are currently recruiting for a Client Relationship Management Assistant to join a highly respected and well-established wealth planning firm in London. This is an excellent opportunity for an experienced client relationship professional to support senior advisers and directors in delivering a first-class service to high-net-worth clients. In this role, you'll play a key part in the day-to-day management of client relationships, ensuring smooth communication between clients, advisers, and third parties, while contributing to the efficient delivery of financial planning advice. Key Responsibilities: Support Advisers and Directors in managing a portfolio of client relationships. Arrange and attend client meetings, take detailed notes, and manage follow-up actions. Act as the first point of contact for client queries and liaise with internal teams to ensure timely responses. Maintain accurate and up-to-date records across CRM systems and databases. Coordinate with internal departments and external partners to deliver seamless client service. Assist in onboarding new clients, preparing proposals, documentation, and relevant forms. Support annual and periodic client reviews, preparing meeting materials and managing post-meeting actions. Help implement simple financial planning activities such as ISA contributions, pension transactions, and cash management. About You: Minimum of 5 years' experience in client relationship management within financial services, ideally within wealth management or financial planning. Educated to degree level or equivalent experience. Good understanding of investment and financial planning products, or a strong desire to develop this knowledge further. Confident in communicating with senior colleagues, clients, and third-party professionals such as lawyers and accountants. Excellent organisational and communication skills with a strong attention to detail. Able to manage multiple tasks and deadlines effectively. Proactive team player with a genuine interest in learning and professional development (support for financial planning exams available). What's on Offer: Competitive salary and comprehensive benefits package. Career progression opportunities within a respected and growing wealth management team. Supportive, professional working environment focused on collaboration and continuous improvement.
We are currently recruiting for a Financial Planning practice in London who are looking for a Trainee Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. This role is office based 5 days a week. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
Oct 07, 2025
Full time
We are currently recruiting for a Financial Planning practice in London who are looking for a Trainee Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. This role is office based 5 days a week. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
We are currently recruiting for a Financial Planning practice in London who are looking for a Trainee Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. This role is office based 5 days a week. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
Oct 07, 2025
Full time
We are currently recruiting for a Financial Planning practice in London who are looking for a Trainee Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. This role is office based 5 days a week. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Oct 06, 2025
Full time
We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
Job Title: Chartered Financial Planner Location: Marlow Job Type: Full-Time Salary: Competitive, with bonus potential and benefits package Company Overview: We are a team of dedicated financial advisers based in Marlow, working closely with creatively minded people. We are hugely experienced, adding value to our client relationships by doing and knowing the things you simply don't have the time or inclination for. Job Description: As a Chartered Financial Planner, you will be responsible for providing comprehensive financial advice and planning services to a diverse range of clients. You will work closely with individuals and businesses to understand their financial goals and create customized plans that meet their needs. You will be expected to build long-term client relationships, offer expert advice on investments, pensions, tax planning, and retirement strategies, and provide ongoing support to ensure clients' financial objectives are achieved. Key Responsibilities: Client Relationship Management: Establish and maintain strong, long-term relationships with clients by understanding their financial objectives and providing tailored advice to help them achieve their goals. Financial Planning & Strategy: Develop comprehensive financial plans covering areas such as investment management, retirement planning, tax strategies, pensions, and estate planning. Investment Advice: Provide expert advice on investment opportunities, ensuring that clients' portfolios align with their risk tolerance, goals, and time horizons. Research & Analysis: Stay updated on market trends, financial products, and regulatory changes to ensure clients receive the best advice and solutions. Regulatory Compliance: Ensure all financial advice and recommendations comply with regulatory standards and internal policies. Maintain up-to-date knowledge of relevant financial regulations. Client Reporting & Review: Prepare regular financial reports and conduct periodic reviews of clients' financial situations, adjusting plans as needed to reflect changes in circumstances or objectives. New Business Development: Proactively identify opportunities for new business and expand the client base through referrals and networking. Key Requirements: Qualifications: Chartered Financial Planner status Ongoing commitment to continuous professional development (CPD). Experience: Minimum of 3 years of experience in financial planning or financial advisory roles. Proven track record of developing and managing client relationships. Strong knowledge of investment products, tax planning, pensions, and financial regulations. Experience working in a regulated environment is essential. Skills: Excellent communication and interpersonal skills. Ability to explain complex financial concepts in a clear, accessible manner. Strong analytical and problem-solving skills. Proficient in financial planning software and Microsoft Office Suite. Ability to work independently and as part of a team. Benefits: Competitive salary with performance-based bonuses. Generous holiday entitlement. Pension scheme and healthcare benefits. Ongoing professional development and support for exams and qualifications. Flexible working options. Opportunity to work in a dynamic, supportive team environment.
Oct 06, 2025
Full time
Job Title: Chartered Financial Planner Location: Marlow Job Type: Full-Time Salary: Competitive, with bonus potential and benefits package Company Overview: We are a team of dedicated financial advisers based in Marlow, working closely with creatively minded people. We are hugely experienced, adding value to our client relationships by doing and knowing the things you simply don't have the time or inclination for. Job Description: As a Chartered Financial Planner, you will be responsible for providing comprehensive financial advice and planning services to a diverse range of clients. You will work closely with individuals and businesses to understand their financial goals and create customized plans that meet their needs. You will be expected to build long-term client relationships, offer expert advice on investments, pensions, tax planning, and retirement strategies, and provide ongoing support to ensure clients' financial objectives are achieved. Key Responsibilities: Client Relationship Management: Establish and maintain strong, long-term relationships with clients by understanding their financial objectives and providing tailored advice to help them achieve their goals. Financial Planning & Strategy: Develop comprehensive financial plans covering areas such as investment management, retirement planning, tax strategies, pensions, and estate planning. Investment Advice: Provide expert advice on investment opportunities, ensuring that clients' portfolios align with their risk tolerance, goals, and time horizons. Research & Analysis: Stay updated on market trends, financial products, and regulatory changes to ensure clients receive the best advice and solutions. Regulatory Compliance: Ensure all financial advice and recommendations comply with regulatory standards and internal policies. Maintain up-to-date knowledge of relevant financial regulations. Client Reporting & Review: Prepare regular financial reports and conduct periodic reviews of clients' financial situations, adjusting plans as needed to reflect changes in circumstances or objectives. New Business Development: Proactively identify opportunities for new business and expand the client base through referrals and networking. Key Requirements: Qualifications: Chartered Financial Planner status Ongoing commitment to continuous professional development (CPD). Experience: Minimum of 3 years of experience in financial planning or financial advisory roles. Proven track record of developing and managing client relationships. Strong knowledge of investment products, tax planning, pensions, and financial regulations. Experience working in a regulated environment is essential. Skills: Excellent communication and interpersonal skills. Ability to explain complex financial concepts in a clear, accessible manner. Strong analytical and problem-solving skills. Proficient in financial planning software and Microsoft Office Suite. Ability to work independently and as part of a team. Benefits: Competitive salary with performance-based bonuses. Generous holiday entitlement. Pension scheme and healthcare benefits. Ongoing professional development and support for exams and qualifications. Flexible working options. Opportunity to work in a dynamic, supportive team environment.
Paraplanner Salary: £35,000 - £45,000 per annum Location: Berkhamsted (Hybrid working) Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm We're looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted. If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training. Key Responsibilities: Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.) Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto Manage new business submissions and complete data entry tasks Prepare meeting documentation and assist advisers in client communications Act as a point of contact for clients and providers when advisers are unavailable Ensure adherence to compliance standards in all activities Maintain CRM systems (e.g., XPlan, Intelligent Office) The Ideal Candidate Will Have: Essential: 2+ years' experience as a Paraplanner or in a similar role within the financial services sector GCSE English & Maths (Grade C or above) Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook) Excellent communication skills (both written and verbal) Strong attention to detail and organisational skills Ability to analyse and interpret numerical data Desirable: CII Level 4 Diploma or working towards it (R01-R06) Familiarity with XPlan , Intelligent Office , or similar CRM systems Experience in an IFA environment Why Work With Us? Hybrid working - 3 days in the office, 2 days from home after training Competitive salary between £35,000 - £45,000 (depending on experience) Generous benefits package including: 25 days holiday (plus bank holidays) Life Cover (3x salary) Pension Scheme (with salary exchange) Holiday Purchase Scheme Employee Assistance Programme Study support for Level 4 Diploma Staff Referral Scheme
Oct 06, 2025
Full time
Paraplanner Salary: £35,000 - £45,000 per annum Location: Berkhamsted (Hybrid working) Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm We're looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted. If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training. Key Responsibilities: Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.) Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto Manage new business submissions and complete data entry tasks Prepare meeting documentation and assist advisers in client communications Act as a point of contact for clients and providers when advisers are unavailable Ensure adherence to compliance standards in all activities Maintain CRM systems (e.g., XPlan, Intelligent Office) The Ideal Candidate Will Have: Essential: 2+ years' experience as a Paraplanner or in a similar role within the financial services sector GCSE English & Maths (Grade C or above) Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook) Excellent communication skills (both written and verbal) Strong attention to detail and organisational skills Ability to analyse and interpret numerical data Desirable: CII Level 4 Diploma or working towards it (R01-R06) Familiarity with XPlan , Intelligent Office , or similar CRM systems Experience in an IFA environment Why Work With Us? Hybrid working - 3 days in the office, 2 days from home after training Competitive salary between £35,000 - £45,000 (depending on experience) Generous benefits package including: 25 days holiday (plus bank holidays) Life Cover (3x salary) Pension Scheme (with salary exchange) Holiday Purchase Scheme Employee Assistance Programme Study support for Level 4 Diploma Staff Referral Scheme
Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.
Sep 23, 2025
Full time
Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.
