7 jobs found

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

Financial Planning Associate (Senior Paraplanner) City of London, 2 days a week post-probation £55,000 - £60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We're working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility. Due to continued growth, they are looking for a driven and detail-oriented Financial Planning Associate professional to join their collaborative team. This role sits on their Paraplanning team and would suit an experienced individual looking to remain in a client-facing position. Why Join This Business Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market Certified B Corp, demonstrating genuine social and environmental accountability Full exam support after successful probation Supportive career pathway Key Responsibilities: Attending most client meetings, and regular relationship building with clients Assist with cashflow presentations Working closely with the Adviser to analyse a client's situation and suggest next steps and financial planning opportunities Conduct fact finds, produce meeting notes and coordinate with Administrators Conducting research and analysis to support the development of suitable financial strategies Producing suitability letters/reports Be a technical point of contact Requirements: Experience as a Paraplanner or Trainee Financial Adviser, and the ability to articulate recommendations/advice to clients Experience in a client-facing role, and having sat in client meetings on a regular basis Level 4 qualification is mandatory, working towards Chartered is desirable Experience with a range of software and technology, including Voyant, FE Analytics Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support, Trainee Adviser

Exciting Opportunity in Glasgow for Trainee Paraplanner - £40,000 SalaryJoin a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of paraplanning.Key Responsibilities: Preparation and upkeep of client files and compliance documents. Conducting market research, cash flow analysis, and portfolio reviews. Crafting suitability reports and personalized financial plans. Supporting annual reviews and participating in client meetings. Assisting in implementing client recommendations. Staying updated on financial planning, taxation, legislation, and FCA guidelines.Candidate Profile: Minimum 2 years' experience in financial services support. Progression towards Level 4 Certificate in Paraplanning (minimum 2 completed CII exams). Strong knowledge in pensions, ISAs, trusts, IHT planning, and compliance. Exceptional written and verbal communication abilities. Organized with keen attention to detail and effective workload prioritization. Professional, client-oriented, and a collaborative team member.Offer Includes: Competitive salary Support for professional qualifications and career growth. Opportunity to join an ethical, values-driven financial planning team in Glasgow. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Trainee Paraplanner Location - Nottingham Salary up to £32,000 We are working with a boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a 121 with a Senior Paraplanner on a wide range of financial planning cases to help support Financial Advisers in pre and post-meeting Technical Analysis. A full training and development programme will be put in place. This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. Key duties of the Trainee Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. Cashflow Modelling Ad hoc Administration duties What's on offer? Salary up to £32,000 DOE Study support to complete Level 4 diploma in Financial Planning 121 training and development program # Flexible hours If you are interested in the Trainee Paraplanner Position then apply today and one of our consultants will be in touch within 24 hours. Trainee Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management

Our client is looking for a Senior Paraplanner to work full-time in their office at Horsham or Chelmsford . Main Duties and Responsibilities: To promote and always work towards company policy of delivery of Client Best Interest outcomes. To always ensure adherence to the suite of policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy. To always ensure adherence to the principles of data protection and to the company policies on such matters. To take responsibility for own performance and to identify personal development areas. To take responsibility for the development of paraplanners and trainee paraplanners within your team. To perform a high-level and detailed initial assessment of cases on receipt to ensure all required technical information is present, ensuring anything further is requested where needed. To instruct (to team members) preparation of personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. To be responsible for a complete audit trail from the software system to justify product selection. Prepare, check and issue letters and recommendation reports. Oversee record keeping ensuring every piece of research can be found at any stage of the process. Help ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability. Assist compliance and other colleagues in any area as directed. Assist with technical and product queries in a timely manner. Ensure a consistent and up to date approach across both Independent and Restricted channels. Prepare, check and issue ongoing service reports where clients have signed up to an ongoing service including the completion of costs and charges. Assist and support other members of your team as required. Product and Fund research using tools such as Selectapension Synaptics, Assureweb, Morningstar, FE Analytics. Responsibility for high-level cash flow planning/forecasting. Responsibility for creative and accurate financial planning strategies. Detailed investment fund analysis and research and investment switching. As required, dealing with client valuations and reviews. As required, telephone work dealing with insurance companies, IFAs and their clients. As required, general office duties that may include opening post, scanning, filing etc. Training pathways include working towards: Product and Fund research using industry research tools. Production of Periodic Assessment Suitability Reports (ongoing review support). Strategic Financial Planning. Cashflow modelling. Suitability Report. Leadership and management skills. Skills & Qualifications: Significant previous experience within the industry is essential. You must be level 4 qualified as a minimum. Excellent keyboard skills and practical experience with Word, Excel and Database applications. Comprehensive knowledge of industry research software is essential. Working and practical knowledge of industry back-office systems such as Intelligent Office CRM is required. Problem solving abilities. Time management skills. Leadership and management skills. Up to date high-level knowledge of financial services providers and products is essential. An understanding of the sales process and how advice is provided to clients within a compliance driven business. Person Specific: Effectively communicate at all levels, and in all media types. Commitment to continued development and to maintain knowledge within an ever-changing market. Ability to work on own initiative as well as working effectively as part of a team, with leadership qualities. Willingness to adopt a flexible approach to the work undertaken and maintain self-control when under pressure. Demonstrate commitment by regular attendance and efficient completion of all tasks allocated. Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations. Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA's Certification Regime. Can-do attitude with enthusiasm to carve out a career in financial services. Please submit a copy of your CV to Chloe at Artemis Recruitment.

Trainee Paraplanner Salary up to £32,000 plus benefits and bonus Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners. When fully trained, responsibilities will include: Deal with general client queries and attend weekly handover meetings within your designated team. Analyse clients' requirements, develop cash flow models and accurately record client data Research and analyse financial products to meet client requirements and objectives Construct financial planning solutions (investment, retirement, tax and estate planning) Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and documents. Work within and stay up to date with template changes and advice framework Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process Knowledge and experience: Experience of basic reports and general IFA Admin Willingness to study towards level 4 Diploma Qualification Familiar with Intelligent Office, FE Analytics and Voyant would be advantageous Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.