Paraplanner Darlington A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in Darlington. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Market-leading salary , with top bracket for highly experienced, technical or qualified Paraplanners. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Mar 21, 2026
Full time
Paraplanner Darlington A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in Darlington. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Market-leading salary , with top bracket for highly experienced, technical or qualified Paraplanners. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 21, 2026
Full time
Trainee Paraplanner - Sunderland Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Mar 21, 2026
Full time
Trainee Paraplanner - Glasgow Full training Study support to obtain Diploma in Financial Planning provided. Perfect role for an experienced Financial Planning Administrator seeking that next step. Hybrid working A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, and advising, if this is something you want to pursue. Full study support will be provided. Full and thorough training will be provided so no previous experience in paraplanning is required, however applications are preferred from Financial Planning Administrators looking for that next step. Trainee Paraplanner role: The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing client needs, assess their attitude to risk and help them to create a suitable financial plan for the future. Trainee Paraplanner Core Duties: Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Exposure to investments, pensions, tax planning and protection cases. Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection. Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client. Trainee Paraplanner Requirements This role would suit a financial planning administrator looking to launch their career into a more technical field. In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team. Trainee Paraplanner - Apply To find out more, or to apply, please send your cv to . com NB: The top end of the salary banding would be for more experienced and qualified candidates. IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report
Paraplanner Leeds outskirts Hybrid Decent salary, competitive benefits and bonus Free parking A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Competitive benefits package including bonus Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Mar 21, 2026
Full time
Paraplanner Leeds outskirts Hybrid Decent salary, competitive benefits and bonus Free parking A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Leeds office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You'll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. With exciting growth plans ahead, now is the perfect time to be part of this journey. Paraplanner - What's on Offer: Competitive benefits package including bonus Hybrid working pattern for a better work-life balance. Full funding and support for study towards further qualifications. A supportive, energetic team environment where your contributions are genuinely valued. Paraplanner role responsibilities: This is a traditional paraplanning role working closely with and in collaboration with financial advisers. Conducting research on products and providers to identify the best client solutions. Preparing clear and compliant suitability and financial planning reports. Supporting advisers with reviews, client requests, and day-to-day queries. Engaging in cashflow planning when required by adviser. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous paraplanning or technical support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. Enthusiastic, organised, and able to build rapport easily with colleagues and clients alike. Diploma qualified (or working towards) desirable, with study support available. To apply or find out more about the Paraplanner role: Please send your CV to . com or just get in touch with me if you have any questions . All enquiries will be handled in strictest confidence.
Independent Financial Adviser - York ALL CLIENTS PROVIDED Performance and quality-related bonuses Attractive benefits package Hybrid working Full study support to Chartered status High-quality new business leads Full paraplanning and administrative support Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth. Financial Adviser - Core Accountabilities The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection. You will conduct mainly face to face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will build relationships with an internal highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paper work. Financial Adviser - The offering This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status. Financial Adviser - Essential criteria Level 4 Diploma in Regulated Financial Planning. Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Financial Adviser - To apply Please send your CV to . com for further information or a confidential chat.
Mar 20, 2026
Full time
Independent Financial Adviser - York ALL CLIENTS PROVIDED Performance and quality-related bonuses Attractive benefits package Hybrid working Full study support to Chartered status High-quality new business leads Full paraplanning and administrative support Tempest Jones Consulting is delighted to be working with a thriving firm of Independent Financial Planners in York who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Adviser. This is an exciting opportunity for a Financial Adviser to join an accomplished business during a period of significant growth. Financial Adviser - Core Accountabilities The successful candidate will inherit prolific clients, providing advice across whole of market investments, pensions, IHT and protection. You will conduct mainly face to face meetings with clients across York and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will build relationships with an internal highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paper work. Financial Adviser - The offering This role offers attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status. Financial Adviser - Essential criteria Level 4 Diploma in Regulated Financial Planning. Some experience in financial planning, ideally as Independent Financial Adviser, however candidates are also welcomed to apply should they currently be in a restricted or tied role, or be relatively new to advice. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Financial Adviser - To apply Please send your CV to . com for further information or a confidential chat.
Trainee Financial Adviser - Sheffield ALL CLIENTS PROVIDED Servicing role, perfect first advice role Full training given and support to gain sign off with CAS Retention and business quality-related bonuses Support to gain chartered status Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth. This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role. Trainee Financial Adviser - what will the role entail? We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients. This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status. Trainee Financial Adviser Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Competence completing accurate bespoke advice reports. Strong record of compliance and business quality in previous roles. Trainee Financial Adviser application process Please send your CV to . com for further information or a confidential chat.
Mar 20, 2026
Full time
Trainee Financial Adviser - Sheffield ALL CLIENTS PROVIDED Servicing role, perfect first advice role Full training given and support to gain sign off with CAS Retention and business quality-related bonuses Support to gain chartered status Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth. This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role. Trainee Financial Adviser - what will the role entail? We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients. This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status. Trainee Financial Adviser Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Competence completing accurate bespoke advice reports. Strong record of compliance and business quality in previous roles. Trainee Financial Adviser application process Please send your CV to . com for further information or a confidential chat.
