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
Oct 16, 2025
Full time
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
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!
Oct 16, 2025
Full time
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!
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
Oct 16, 2025
Full time
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
Adviser Support City of London (2 days a week, post 3-month probationary period) Salary: Flexible, Excellent Benefits + Exam Support We re working exclusively 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 Adviser Support professional to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career. 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 to Paraplanner Benefits include: 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 About You Minimum 3 years of experience in financial planning or wealth management administration Strong understanding of FCA compliance and regulatory requirements Excellent communication and organisational skills Apply now for a confidential discussion.
Oct 15, 2025
Full time
Adviser Support City of London (2 days a week, post 3-month probationary period) Salary: Flexible, Excellent Benefits + Exam Support We re working exclusively 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 Adviser Support professional to join their collaborative team. Supporting two established Financial Advisers and their Paraplanners, this is a great opportunity for someone with financial services administration experience who is looking to grow their career. 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 to Paraplanner Benefits include: 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 About You Minimum 3 years of experience in financial planning or wealth management administration Strong understanding of FCA compliance and regulatory requirements Excellent communication and organisational skills Apply now for a confidential discussion.
Associate Director - Town Planning Location: Bedford or Warwickshire Salary negotiable DOE Carrington West is proud to partner with our client in their search for an accomplished Town Planner to join the team as an Associate Director. This is a key leadership role within the planning department, offering the opportunity to shape and influence projects across a variety of sectors. About the Role Our client is looking for an experienced planning professional with 8-10 years of industry experience, the majority of which should have been gained within the private sector. Chartered RTPI membership is essential, and a postgraduate qualification in Planning or a related discipline is highly desirable. Significant post-Chartership experience is expected. As an Associate Director, you will operate with a high degree of independence under the guidance of Directors. You will manage a wide range of responsibilities, including: Leading projects from start to finish Handling planning applications of varying scales Preparing local plan representations and promoting sites Managing appeals, public inquiries, and Examination in Public work The role also involves business development, including maintaining and expanding our strong presence across the East of England and East Midlands. You will have the opportunity to contribute to a growing national portfolio spanning residential, specialist housing, and commercial projects. Key Responsibilities Lead project work, mentor junior team members, and ensure delivery to high standards Build and maintain strong client relationships through networking and regular engagement Represent clients at hearings, public inquiries, and other forums where required Prepare tenders, fee proposals, and manage project budgets effectively What We're Looking For Extensive experience in planning applications, appeals, and commercial planning advice Exceptional written, verbal, and technical skills Ability to work both independently and as part of a team A proactive, self-motivated attitude with a strong focus on growth and client development Full UK driving licence Desirable Skills Business development experience, including generating new work Experience of appearing at public inquiries or hearings Strong financial management skills including budgeting and billing Experience mentoring and developing junior team members Why Join? Our client is committed to supporting your professional development through ongoing training programmes. They also prioritise wellbeing, diversity, and inclusion, fostering a positive and supportive workplace culture. If you're ready to take the next step in your planning career and make a real impact, we'd love to hear from you. Please contact Georgia Cookson on (phone number removed), or (url removed) to find out more Job reference: 61864
Oct 14, 2025
Full time
Associate Director - Town Planning Location: Bedford or Warwickshire Salary negotiable DOE Carrington West is proud to partner with our client in their search for an accomplished Town Planner to join the team as an Associate Director. This is a key leadership role within the planning department, offering the opportunity to shape and influence projects across a variety of sectors. About the Role Our client is looking for an experienced planning professional with 8-10 years of industry experience, the majority of which should have been gained within the private sector. Chartered RTPI membership is essential, and a postgraduate qualification in Planning or a related discipline is highly desirable. Significant post-Chartership experience is expected. As an Associate Director, you will operate with a high degree of independence under the guidance of Directors. You will manage a wide range of responsibilities, including: Leading projects from start to finish Handling planning applications of varying scales Preparing local plan representations and promoting sites Managing appeals, public inquiries, and Examination in Public work The role also involves business development, including maintaining and expanding our strong presence across the East of England and East Midlands. You will have the opportunity to contribute to a growing national portfolio spanning residential, specialist housing, and commercial projects. Key Responsibilities Lead project work, mentor junior team members, and ensure delivery to high standards Build and maintain strong client relationships through networking and regular engagement Represent clients at hearings, public inquiries, and other forums where required Prepare tenders, fee proposals, and manage project budgets effectively What We're Looking For Extensive experience in planning applications, appeals, and commercial planning advice Exceptional written, verbal, and technical skills Ability to work both independently and as part of a team A proactive, self-motivated attitude with a strong focus on growth and client development Full UK driving licence Desirable Skills Business development experience, including generating new work Experience of appearing at public inquiries or hearings Strong financial management skills including budgeting and billing Experience mentoring and developing junior team members Why Join? Our client is committed to supporting your professional development through ongoing training programmes. They also prioritise wellbeing, diversity, and inclusion, fostering a positive and supportive workplace culture. If you're ready to take the next step in your planning career and make a real impact, we'd love to hear from you. Please contact Georgia Cookson on (phone number removed), or (url removed) to find out more Job reference: 61864
This employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Oct 10, 2025
Full time
This employed, Chartered Financial Advisor job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Oct 10, 2025
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Oct 09, 2025
Full time
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Oct 09, 2025
Full time
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Oct 08, 2025
Full time
Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!
Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews.Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies.You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity for a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Oct 08, 2025
Full time
Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews.Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies.You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity for a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the 500k to 10m space. Package You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus. The company A leading regional IFA firm Role Presenting the proposition to clients and onboarding new business Identification of clients in the region and actively developing these Working with professional introducers, both established and in the nascent stage Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required Working with the paraplanning and administration team Working with external DFMs as necessary Attending client meetings as required The candidate Diploma Level 4 as a minimum, ideally working towards Chartered Experience of working with HNW and UHNW clients Developing and maintaining client relationships Next steps Contact via email below for confidential discussion and review of opportunity and process
Oct 08, 2025
Full time
A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the 500k to 10m space. Package You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus. The company A leading regional IFA firm Role Presenting the proposition to clients and onboarding new business Identification of clients in the region and actively developing these Working with professional introducers, both established and in the nascent stage Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required Working with the paraplanning and administration team Working with external DFMs as necessary Attending client meetings as required The candidate Diploma Level 4 as a minimum, ideally working towards Chartered Experience of working with HNW and UHNW clients Developing and maintaining client relationships Next steps Contact via email below for confidential discussion and review of opportunity and process
Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews. Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies. You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Oct 08, 2025
Full time
Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews. Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies. You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions
Oct 08, 2025
Full time
Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions
Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.
Oct 08, 2025
Full time
Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.
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. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Oct 07, 2025
Full time
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. Recently recognised as one of the Top 100 UK Financial Advisers by FT Adviser for the third consecutive year, this firm is known for its collaborative work culture and commitment to excellence. The Opportunity We re looking for a talented and ambitious Paraplanner to join a dynamic Paraplanning Team in one of the UK s leading financial advisory firms. This is a fantastic chance to develop your career, working alongside a team that values innovation, expertise, and teamwork. If you have a keen eye for detail, strong analytical skills, and a passion for delivering high-quality financial reports, this role could be perfect for you! Key Responsibilities: • Conducting in-depth research on pensions and investments to support the New Business and Wealth Management advisers. • Preparing detailed, compliant suitability reports to support financial planning recommendations. • Collaborating with advisers and administrators to ensure a seamless client experience. • Contributing ideas for process improvements to enhance efficiency. • Keeping up to date with industry developments through Continuous Professional Development (CPD). What We re Looking For: • Minimum 1 year of Paraplanning experience, ideally within pensions and pension switching. • Strong organisational skills with the ability to manage workloads effectively. • Excellent analytical and problem-solving skills. • High attention to detail with the ability to produce accurate, compliant financial reports. • Experience in financial planning software and Microsoft Office is desirable. • A Diploma in Financial Planning (or currently working towards this qualification). • A proactive and self-motivated approach, with a willingness to learn and grow within the role. Why Join? • Career growth structured pathways with annual appraisals and six-monthly reviews. • Full study support including study leave and exam pass bonuses for Chartered Insurance Institute (CII) qualifications. • Flexible working hours plus an early finish every Friday! • Great benefits employer pension contributions and Private Medical Insurance (after probation). • Modern city-centre office just a 10-minute walk from Manchester Piccadilly. • Vibrant work culture social events throughout the year, organised by the Staff Social Committee. If youre a driven, ambitious, and detail-focused individual ready to make an impact in a fast-growing financial advisory firm, we d love to hear from you! Apply today and take the next step in your career.
Job Title: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in WSM on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 07, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: WSM Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in WSM on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Plymouth on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 07, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: Plymouth Salary: circa £45,000 Reference Number: 9818 Job Description: Are you an experienced Paraplanner looking to take the next step in your career with a leading financial services firm in the South West? Recruit UK are working in partnership with a highly respected Financial Planning firm who are seeking an experienced Paraplanner to join their growing teams across Exeter, Plymouth, or Weston-super-Mare. As a Paraplanner, you'll play a vital role in supporting Financial Planners to deliver outstanding financial advice. You'll be involved in detailed research, report writing, and compliance, helping to create tailored financial solutions that genuinely make a difference to clients. Key duties include but are not limited to the following: Conducting in-depth financial research. Preparing accurate and comprehensive reports, including cashflow planning. Researching products, providers, and market trends to support recommendations. Using Intelliflo Office to manage tasks and create recommendations. Ensuring compliance with regulatory standards and industry best practice. Providing valuable technical input during client meetings. What's in it for you: Highly competitive salary Hybrid and flexible working options 25 days holiday bank holidays Pension / DIS / Health support / Further flexible benefits inc PMI Excellent training and development Staff commission schemes Part time candidates considered Skills and experience required: Proven experience as a Paraplanner within financial services. Strong technical knowledge of financial planning software and regulations. Excellent analytical skills with attention to detail. Confident communicator and team player. Diploma in Financial Planning (Advanced Diploma desirable). About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Financial Planning Firm based in Plymouth on a Paraplanning role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
Oct 07, 2025
Full time
Paraplanner - City of London Salary: £40,000 - £47,000 benefits A leading financial services firm in the City of London is seeking an experienced Level 4 Diploma-qualified Paraplanner to join its growing operations team. The successful candidate will play a key role in supporting Financial Advisers, ensuring clients receive high-quality advice while maintaining full compliance with FCA and MiFID II regulations. Responsibilities Preparing Client Financial Plans and Suitability Reports Supporting Advisers with research, analysis, and cashflow modelling Liaising with product providers and third parties Providing technical updates to Advisers and colleagues Ensuring regulatory and compliance standards are met consistently Attending client meetings when required Maintaining awareness of industry and legislative changes Requirements Level 4 Diploma in Financial Planning (DipFA) Minimum of 3 years' paraplanning experience Strong written and verbal communication skills High attention to detail with a proactive, positive approach IT proficiency; knowledge of Voyant, EVPro and FE Analytics advantageous Benefits Salary £40,000 - £47,000 depending on experience Pension, Death in Service, Critical Illness Cover Bonus scheme Flexible working Support towards Chartered Paraplanner qualification This is an excellent opportunity for an ambitious Paraplanner to take the next step in their career within a supportive and forward-thinking firm. With a competitive package, professional development towards Chartered status, and the chance to work at the heart of the City of London, this role offers both challenge and reward. I'd love to hear from you - please send over your CV for immediate consideration and short-listing.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
