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paraplanning manager
Kings Permanent Recruitment Ltd
Estate Agent Valuer / Lister
Kings Permanent Recruitment Ltd Haywards Heath, Sussex
Estate Agent Valuer / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Valuer / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Valuer / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Valuer / Lister Previous Estate Agency experience is essential. Estate Agent Valuer / Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 19, 2025
Full time
Estate Agent Valuer / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Valuer / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Valuer / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Valuer / Lister Previous Estate Agency experience is essential. Estate Agent Valuer / Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Kings Permanent Recruitment Ltd
Estate Agent Valuer / Lister
Kings Permanent Recruitment Ltd Rustington, Sussex
Estate Agent Valuer / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Valuer / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Valuer / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Valuer / Lister Previous Estate Agency experience is essential. Estate Agent Valuer / Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 19, 2025
Full time
Estate Agent Valuer / Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Valuer / Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Valuer / Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Valuer / Lister Previous Estate Agency experience is essential. Estate Agent Valuer / Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Kings Permanent Recruitment Ltd
Estate Agent Lister
Kings Permanent Recruitment Ltd Worthing, Sussex
Estate Agent Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Lister Previous Estate Agency experience is essential. Estate Agent Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Oct 19, 2025
Full time
Estate Agent Lister Are you an Estate Agent with a proven track record in sales, valuation and listing of residential property? Are you currently working in Estate Agency and feeling unsettled or undervalued within your current position? If you are a Senior Negotiator, Senior Valuer / Lister, Assistant Manager, Sales Manager or Valuations Manager looking for your next career move up the property ladder we would like to hear from you. Estate Agent Lister This well established and forward-thinking independent Estate Agency is looking to significantly increase its market share and to actively grow the business through valuations and subsequent listings and to enhance still further the reputation of the company for quality and performance. Estate Agent Lister They envisage their new associate to ultimately have an in-depth knowledge of Estate Agency and have the necessary attributes to be a champion of Residential Property Sales and Listings. In other words, they are looking for the consummate deal maker who can see success, be it in front of his/her nose or out in the distance. Estate Agent Lister Previous Estate Agency experience is essential. Estate Agent Lister Basic salary £24,000 plus £2,500 car allowance or company car with on target earnings of £45,000. Every other Saturday. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Resource Matters Ltd
Financial Planner
Resource Matters Ltd St. Helens, Merseyside
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Kendal, Cumbria
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Darlington, County Durham
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Newcastle Upon Tyne, Tyne And Wear
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Durham, County Durham
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Carlisle, Cumbria
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Dundee, Angus
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Perth, Perth & Kinross
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Falkirk, Stirlingshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Kilmarnock, Ayrshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Paisley, Renfrewshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Motherwell, Lanarkshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Resource Matters Ltd
Financial Planner
Resource Matters Ltd Airdrie, Lanarkshire
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Oct 18, 2025
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
mbf.
IFA Practice Manager
mbf.
Company Overview: MBF have partnered with a growing financial planning firm who are committed to delivering modern financial solutions to their clients. Their current requirement is for an IFA Practice Manager to work closely alongside the MD. Their focus is on providing personalised client service while integrating cutting-edge financial technology. Located in the bustling WeWork on Bank, they primarily serve senior company executives and high-net-worth individuals in and around the City of London. Role Overview: They are seeking a dynamic and experienced individual to manage the day-to-day operations of their IFA business and assist the Managing Director. The ideal candidate will have a strong background in the IFA/Financial Planning sector, excellent organisational skills, and the ability to lead and motivate a small team. Requirements: Minimum of 4 years working within an IFA practice. University degree. Exceptional written and verbal communication skills in English. Strong interpersonal skills with clients and colleagues. High level of numeracy. Proficiency in utilizing new software and back-office systems. Advanced Microsoft Office skills including Excel, Word, Powerpoint, and Co-Pilot. Experience with mail-merge, bulk-emailings, Docusign, and preferably bulk client acquisitions and onboarding. Ability to thrive in a fast-paced and dynamic environment. Capacity to remain focused and calm under pressure. Willingness to collaborate with and lead a team. Operations and Management: Oversee new business processing. Conduct ongoing annual reviews of existing clients. Review and optimize all company processes. Ensure compliance with regulatory policies and procedures. Assist the Managing Director in the annual audit of company methodology documentation. Monitor firm revenue to ensure alignment with annual targets. Support the Managing Director in monthly adviser performance reviews. Manage the administration and paraplanning team. Enhance client communication and engagement processes. Manage client servicing and communication. Foster effective working relationships across departments. HR: Conduct staff reviews, disciplinaries, training, and CPD. Manage staff leave and sickness. Serve as the main liaison between HR support agencies and the company. Review and update company HR policies and procedures. If you meet the above requirements and are enthusiastic, detail-oriented, and thrive in a collaborative environment, please do apply for this exciting opportunity.
Oct 18, 2025
Full time
Company Overview: MBF have partnered with a growing financial planning firm who are committed to delivering modern financial solutions to their clients. Their current requirement is for an IFA Practice Manager to work closely alongside the MD. Their focus is on providing personalised client service while integrating cutting-edge financial technology. Located in the bustling WeWork on Bank, they primarily serve senior company executives and high-net-worth individuals in and around the City of London. Role Overview: They are seeking a dynamic and experienced individual to manage the day-to-day operations of their IFA business and assist the Managing Director. The ideal candidate will have a strong background in the IFA/Financial Planning sector, excellent organisational skills, and the ability to lead and motivate a small team. Requirements: Minimum of 4 years working within an IFA practice. University degree. Exceptional written and verbal communication skills in English. Strong interpersonal skills with clients and colleagues. High level of numeracy. Proficiency in utilizing new software and back-office systems. Advanced Microsoft Office skills including Excel, Word, Powerpoint, and Co-Pilot. Experience with mail-merge, bulk-emailings, Docusign, and preferably bulk client acquisitions and onboarding. Ability to thrive in a fast-paced and dynamic environment. Capacity to remain focused and calm under pressure. Willingness to collaborate with and lead a team. Operations and Management: Oversee new business processing. Conduct ongoing annual reviews of existing clients. Review and optimize all company processes. Ensure compliance with regulatory policies and procedures. Assist the Managing Director in the annual audit of company methodology documentation. Monitor firm revenue to ensure alignment with annual targets. Support the Managing Director in monthly adviser performance reviews. Manage the administration and paraplanning team. Enhance client communication and engagement processes. Manage client servicing and communication. Foster effective working relationships across departments. HR: Conduct staff reviews, disciplinaries, training, and CPD. Manage staff leave and sickness. Serve as the main liaison between HR support agencies and the company. Review and update company HR policies and procedures. If you meet the above requirements and are enthusiastic, detail-oriented, and thrive in a collaborative environment, please do apply for this exciting opportunity.
IDEX CONSULTING LTD
IFA ADMINISTRATOR
IDEX CONSULTING LTD Glasgow, Lanarkshire
Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.The job holder will be handling all the back office administration for a busy Financial Adviser, dealing with recommendations and liaising with clients and providers using the best of research tools.Candidates must have 1 yrs + IFA admin experience and possess good knowledge of wealth planning products. Our client will support either a "career administrator" or somebody that wishes to progress to paraplanning/advising over time. This is a full time role offering a long term career path of your choice. Hybrid/flexible working will be supported Lovely local business where you will have a chance to make a difference. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Oct 18, 2025
Full time
Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.The job holder will be handling all the back office administration for a busy Financial Adviser, dealing with recommendations and liaising with clients and providers using the best of research tools.Candidates must have 1 yrs + IFA admin experience and possess good knowledge of wealth planning products. Our client will support either a "career administrator" or somebody that wishes to progress to paraplanning/advising over time. This is a full time role offering a long term career path of your choice. Hybrid/flexible working will be supported Lovely local business where you will have a chance to make a difference. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Ortus Psr
Financial Adviser
Ortus Psr Epsom, Surrey
Financial Planner - Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients High-Quality Leads Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Existing HNW Client Bank - Step into an established portfolio from retiring advisersHigh-Quality Leads - Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme - Rewards for both client retention and business growthComprehensive Benefits - DIS, flexible benefits, pensionFlex Working - Hybrid model with office and home-based optionsFull Support - Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support - Ongoing professional development towards Chartered status Your Role Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice. Convert warm, high-value leads into lasting client relationships. Deliver expert advice across investments, pensions, estate planning, and protection. Work alongside a skilled paraplanning and compliance team to ensure seamless client service. Maintain the highest ethical and compliance standards while driving business growth. About You Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills. If you're looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we'd love to hear from you.
Oct 18, 2025
Full time
Financial Planner - Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients High-Quality Leads Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals, ongoing high-value leads (typical client £500k+ to invest), and a generous bonus scheme that will see you earn well into six figures. Salary: Up to £80,000 + Bonus (OTE £100,000+) What's in It for You? Existing HNW Client Bank - Step into an established portfolio from retiring advisersHigh-Quality Leads - Clients with an average portfolio of £500k+ from professional introducers and digital channelsExcellent Bonus Scheme - Rewards for both client retention and business growthComprehensive Benefits - DIS, flexible benefits, pensionFlex Working - Hybrid model with office and home-based optionsFull Support - Dedicated IFA, Paraplanning, Compliance, and Administration teamsCareer Growth & Study Support - Ongoing professional development towards Chartered status Your Role Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice. Convert warm, high-value leads into lasting client relationships. Deliver expert advice across investments, pensions, estate planning, and protection. Work alongside a skilled paraplanning and compliance team to ensure seamless client service. Maintain the highest ethical and compliance standards while driving business growth. About You Level 4 Diploma in Financial Planning (CII/Chartered/Certified) - Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager, ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book.Strong relationship-building and business development skills. If you're looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential, we'd love to hear from you.
Burgh Recruitment Ltd
Junior Paraplanner
Burgh Recruitment Ltd
Job title: Junior Paraplanner Location: Knightsbridge/ Hybrid Salary: £30,000- £40,000 per annum (DoE) benefits Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. The Role - Junior Paraplanner As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice. Your responsibilities will include - Researching financial products, investment strategies, and planning solutions Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings. This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations. A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential. The Person - Junior Paraplanner You will have a minimum of three years' experience working within a St. James's Place (SJP) environment and a strong understanding of the paraplanner's role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification. You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection. You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential. Experience using Voyant and Analytics would be advantageous but is not essential. 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 £198.5bn. 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. 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 18, 2025
Full time
Job title: Junior Paraplanner Location: Knightsbridge/ Hybrid Salary: £30,000- £40,000 per annum (DoE) benefits Contract: Permanent / Full-time Are you an enthusiastic Junior Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs. The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients. The Role - Junior Paraplanner As part of our growing team, you will work closely with an experienced technical adviser to provide essential paraplanning support across the Practice. Your responsibilities will include - Researching financial products, investment strategies, and planning solutions Conducting tax calculations; and preparing detailed financial planning and recommendation reports for client meetings. This is a technical role that requires attention to detail and strong analytical skills. You will be responsible for ensuring that all business is processed compliantly and efficiently using internal systems. Tasks will include writing annual review letters, preparing new business cases, processing withdrawals, updating CFRs, and conducting tax calculations. A willingness to expand your technical knowledge, including the ability to write full replacement cases if required, is essential. The Person - Junior Paraplanner You will have a minimum of three years' experience working within a St. James's Place (SJP) environment and a strong understanding of the paraplanner's role. Ideally, you will hold the Level 4 Diploma in Financial Planning or be actively working toward full qualification. You are someone who thrives under pressure, is highly organised, and can manage multiple tasks to a high standard. You are articulate, numerate, and experienced in financial services administration, particularly in areas such as Inheritance Tax Planning, Pensions, Investments, and Protection. You will have a proven ability to write accurate and compliant suitability letters. Strong initiative, excellent IT skills, and clear, confident communication are key to this role. As you will have client contact, professionalism, discretion, and the ability to liaise effectively with third parties are essential. Experience using Voyant and Analytics would be advantageous but is not essential. 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 £198.5bn. 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. 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.

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