We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team. This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments , while remaining part of a collaborative office-based environment. Key Responsibilities Supporting Financial Advisers with client reports and suitability documentation Undertaking technical and comparative research Reviewing fact finds to understand clients' financial positions Preparing documents for adviser meetings and annual reviews Implementing investment strategies and processing new business Liaising with providers and responding to client queries Ensuring compliance with internal policies and Consumer Duty requirements Candidate Requirements High attention to detail and strong organisational skills Analytical approach with the ability to assess suitability against client goals Professional, team-focused attitude By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
Mar 17, 2026
Full time
We are recruiting on behalf of a well-established, Chartered Independent Financial Advisory firm for an experienced Paraplanning professional to join their team. This role provides technical research and administrative support to Financial Advisers, ensuring client advice is prepared accurately and efficiently. Flexible working is available to support family and personal commitments , while remaining part of a collaborative office-based environment. Key Responsibilities Supporting Financial Advisers with client reports and suitability documentation Undertaking technical and comparative research Reviewing fact finds to understand clients' financial positions Preparing documents for adviser meetings and annual reviews Implementing investment strategies and processing new business Liaising with providers and responding to client queries Ensuring compliance with internal policies and Consumer Duty requirements Candidate Requirements High attention to detail and strong organisational skills Analytical approach with the ability to assess suitability against client goals Professional, team-focused attitude By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.
Leading Chartered Independent Financial Planning Firm We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office. This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development. The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions. Key responsibilities will include: Conducting detailed research across pensions, investments, protection, and retirement planning solutions Producing clear, accurate, and client-friendly suitability reports Assisting with complex technical case work and planning strategies Ensuring client files are complete, accurate, and fully compliant Supporting the end-to-end new business process, liaising with providers and internal teams Keeping up to date with regulatory changes and technical developments You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios. What We're Looking For At least 1 year's experience in a Paraplanning or similar technical support role Strong technical knowledge across pensions, investments, tax, and retirement planning High attention to detail with excellent report writing and analytical skills Well-organised, proactive, and confident using financial planning software and IT systems What's On Offer The opportunity to build a long-term career with a Chartered Financial Planning firm Full study support towards further professional qualifications Clear progression opportunities, whether technical or advisory-focused A supportive, professional, and collaborative working environment Exposure to high-quality advice and complex planning cases If you're an ambitious Paraplanner who enjoys the technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we'd love to hear from you.
Mar 17, 2026
Full time
Leading Chartered Independent Financial Planning Firm We are working in partnership with a highly respected, national firm of Chartered Independent Financial Planners who are seeking an experienced Paraplanner to join their growing Leicester office. This is an excellent opportunity to join a professional, advice-led business with a strong reputation for quality, client care, and long-term adviser and staff development. The Role As a Paraplanner, you will play a key role in supporting Financial Advisers by delivering high-quality technical and research-based work. You will be involved throughout the advice process, helping to ensure clients receive clear, compliant, and well-structured financial planning solutions. Key responsibilities will include: Conducting detailed research across pensions, investments, protection, and retirement planning solutions Producing clear, accurate, and client-friendly suitability reports Assisting with complex technical case work and planning strategies Ensuring client files are complete, accurate, and fully compliant Supporting the end-to-end new business process, liaising with providers and internal teams Keeping up to date with regulatory changes and technical developments You will work closely with Advisers and other paraplanners in a collaborative team environment, with exposure to a wide range of client scenarios. What We're Looking For At least 1 year's experience in a Paraplanning or similar technical support role Strong technical knowledge across pensions, investments, tax, and retirement planning High attention to detail with excellent report writing and analytical skills Well-organised, proactive, and confident using financial planning software and IT systems What's On Offer The opportunity to build a long-term career with a Chartered Financial Planning firm Full study support towards further professional qualifications Clear progression opportunities, whether technical or advisory-focused A supportive, professional, and collaborative working environment Exposure to high-quality advice and complex planning cases If you're an ambitious Paraplanner who enjoys the technical side of financial planning and wants to continue developing your career within a respected Chartered firm, we'd love to hear from you.
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Mar 17, 2026
Full time
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: Experience within a professional services or regulated financial environment Strong IT skills, ideally with exposure to FCA regulations A keen eye for detail and a client-first mindset Key Responsibilities: Handling telephone enquiries General admin duties such as scanning, printing, and document management Administration of workplace pensions, group risk, and private medical schemes Submission of new business Attending meetings to support Financial Advisers where applicable Assisting the Employee Benefits team with ad hoc projects Processing non-technical client changes, e.g. updating address details with providers Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: Be highly organised and able to manage multiple tasks simultaneously Have experience working within workplace pension and group risk administration Possess a solid understanding of the financial services industry Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 17, 2026
Full time
Are you an experienced financial planning administrator looking for a role in a close-knit supportive environment The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills. Duties for this role will include: Oversight of administration workflows Confidence in speaking with a wide variety of clients and providers Group pension & protection scheme experience Working with team to develop proposals that meets client's needs and concerns General Admin and Compliance checks - new and existing business Database administration, maintenance and consolidation Sticking to deadlines You will have: Organised with the ability to multi-task. Can do attitude Working knowledge of the regulated Financial Services Industry Previously worked in a Financial Services admin role so have some familiarity with the terms used. Highly competent user of Microsoft Word, Excel & Outlook, experience with Intelligent Office would be an advantage This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. You will have: Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes. Good communication and organisation skills Strong workload prioritisation This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 2 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 17, 2026
Full time
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development? Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm. Duties for this role will include: Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. You will have: Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes. Good communication and organisation skills Strong workload prioritisation This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Hybrid working is offered with this role, 2 days per week from home. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice. Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm You will be responsible for business submission using relevant software. Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate The candidate: This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Mar 17, 2026
Full time
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice. Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm You will be responsible for business submission using relevant software. Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate The candidate: This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Are you a skilled Employee Benefits specialist looking to take the next step in your career? Are you looking for greater client interaction and the chance to develop towards a consultancy role? If the answer is yes, we would like to hear from you. Our client, an innovative and dynamic Financial Services practice, seeks a proactive Employee Benefits professional to join their team in London. Working as part of a close knit and professional team, your role will be to deliver a first class service to clients. This position will be varied and requires a well organised and practical individual with the ability to multi task essential The team focuses on delivering bespoke solutions to Corporate Clients. As such, your work will focus on Pensions, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. The successful candidate will have in depth knowledge and understanding of the Employee Benefits process, allied to broad technical knowledge covering all areas of Pension and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. In return, you will receive a generous basic package and the support to develop your skills and further your career. Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 16, 2026
Full time
Are you a skilled Employee Benefits specialist looking to take the next step in your career? Are you looking for greater client interaction and the chance to develop towards a consultancy role? If the answer is yes, we would like to hear from you. Our client, an innovative and dynamic Financial Services practice, seeks a proactive Employee Benefits professional to join their team in London. Working as part of a close knit and professional team, your role will be to deliver a first class service to clients. This position will be varied and requires a well organised and practical individual with the ability to multi task essential The team focuses on delivering bespoke solutions to Corporate Clients. As such, your work will focus on Pensions, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. The successful candidate will have in depth knowledge and understanding of the Employee Benefits process, allied to broad technical knowledge covering all areas of Pension and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest. In return, you will receive a generous basic package and the support to develop your skills and further your career. Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Oct 08, 2025
Full time
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service Arranging meetings with clients on behalf of the Financial Planners if required Sending confirmation of appointment emails/letters if required Prepare for meetings by pulling together all mandatory documentation To deal with incoming phone calls or taking messages for colleagues To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers. To ensure clients are offered a review meeting at least once a year as per our procedures. Collating & updating client personal fact find information. The candidate: Good working knowledge of Microsoft Office & Outlook Relevant experience within Financial Services This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients. Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships. This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients. Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships. This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winning Wealth Management firm, is looking to expand their offering to HNW Private Clients. They are looking to attract a professional and proactive Administration and Support professional who will take a hands on approach to work, acting as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover all aspects of the Wealth Management process The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process, ideally gained within an IFA practice. You will be able to manage multiple tasks and demonstrate in depth understanding of products and processes. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Investments, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 23, 2025
Full time
Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a skilled and experienced Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across Retirement, Investment, Estate and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (including Transfers and Divorce), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
