This respected national IFA firm is currently seeking an experienced financial adviser in the Oswestry area to take over an established portfolio of clients with circa £250-300k recurring income. In this role you will be provided with an established client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning. This role is an employed position with a basic salary to £65,000, excellent bonus scheme, pension and benefits.
Aug 07, 2026
Full time
This respected national IFA firm is currently seeking an experienced financial adviser in the Oswestry area to take over an established portfolio of clients with circa £250-300k recurring income. In this role you will be provided with an established client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning. This role is an employed position with a basic salary to £65,000, excellent bonus scheme, pension and benefits.
Paraplanner - Manchester City Centre - Hybrid Salary: Up to £45,000 + Benefits Job Type: Full-Time, Permanent The Opportunity A highly regarded and growing financial planning firm is seeking an experienced Paraplanner to join its established Manchester team. This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise. Key Responsibilities Prepare detailed and compliant suitability reports. Undertake technical financial planning research and analysis. Support advisers with holistic wealth management and financial planning strategies. Assist with pension, investment, tax and trust planning recommendations. Ensure all advice and documentation complies with FCA and internal compliance standards. Liaise with advisers, providers and administration teams to ensure efficient client outcomes. Requirements Previous paraplanning experience with strong report-writing skills. Excellent technical knowledge across: Pensions Tax Planning Trusts CII Level 4 Diploma qualified (or equivalent). A commitment to continuing professional development and further qualifications. Strong analytical, research and communication skills. What's on Offer? Basic salary up to £45,000 . Comprehensive benefits package. Exposure to complex HNW and UHNW client work. Ongoing technical training and support for further qualifications. A collaborative and professional working environment with a strong focus on technical excellence.
Aug 06, 2026
Full time
Paraplanner - Manchester City Centre - Hybrid Salary: Up to £45,000 + Benefits Job Type: Full-Time, Permanent The Opportunity A highly regarded and growing financial planning firm is seeking an experienced Paraplanner to join its established Manchester team. This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise. Key Responsibilities Prepare detailed and compliant suitability reports. Undertake technical financial planning research and analysis. Support advisers with holistic wealth management and financial planning strategies. Assist with pension, investment, tax and trust planning recommendations. Ensure all advice and documentation complies with FCA and internal compliance standards. Liaise with advisers, providers and administration teams to ensure efficient client outcomes. Requirements Previous paraplanning experience with strong report-writing skills. Excellent technical knowledge across: Pensions Tax Planning Trusts CII Level 4 Diploma qualified (or equivalent). A commitment to continuing professional development and further qualifications. Strong analytical, research and communication skills. What's on Offer? Basic salary up to £45,000 . Comprehensive benefits package. Exposure to complex HNW and UHNW client work. Ongoing technical training and support for further qualifications. A collaborative and professional working environment with a strong focus on technical excellence.
