161 jobs found

Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments click apply for full job details

Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing technical information and participating in c click apply for full job details

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH

We are looking for a Trainee Paraplanner for an expanding Wealth Management company based in Weston-Super- Mare. The Trainee Paraplanner plays a crucial role in the wealth management business supporting the overall delivery of the advice process from both a technical and practical aspect. Salary £32,000-£39,000 +benefits Hours of work: Monday to Friday 9am-5.30pm with a 4.30pm finish on a Friday Duties will include: Prepare the drafting of suitability letters for the advisers. Ensure the back-office data is accurate and up to date and all necessary client service reminders in place and adhered to. Manage and maintain financial records, ensuring accuracy and compliance with relevant regulations. Communicate with clients and internal teams to address inquiries and provide exceptional customer service. Organise and schedule meetings, ensuring all necessary documentation is prepared in advance of such meetings. Analyse financial data to identify trends, discrepancies, and opportunities for improvement. Collaborate with other Team members to ensure best practice and exemplary client service. Skills and Qualifications Proven experience in financial services or a related field is preferred ideally with a Level 4 qualification/ working towards or prepared to undertake Strong time management skills with the ability to prioritise tasks effectively. Proficiency in IT applications Outlook , Excel and Apple. Excellent organisational skills with meticulous attention to detail. Strong analytical abilities to interpret financial data accurately. Effective communication skills, both verbal and written, to interact professionally with clients and colleagues. A customer service-oriented mindset with a commitment to delivering high-quality support. This role is ideal for individuals looking to further their career in financial services

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down . - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Paraplanner Location: Banbury, Oxfordshire Salary: £40,000 £60,000 per annum Our client is a leading firm of Chartered Accountants with a growing Independent Financial Advisory (IFA) practice. They are now seeking a skilled Paraplanner to join their team in Banbury. This is an exciting opportunity to contribute to a collaborative, client-focused financial planning environment committed to delivering click apply for full job details

This hybrid-based Paraplanner job in Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow click apply for full job details

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow click apply for full job details