Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Apr 01, 2026
Full time
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Apr 01, 2026
Full time
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Clark James Recruitment are working with an award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South. Our client provides the highest quality financial advice to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals. Due to expansion, our client has a vacancy for a Senior Compliance Monitoring Executive to join their business. Role This role may suit a Paraplanner looking to move into a technical/supervisory role. A highly motivated and detail-oriented Senior Compliance Monitoring Executive to join our growing team. The successful applicant will provide essential support in first line checking to ensure reports and research meet the pre-defined quality standards and regulatory requirements demanded by the firm. This is a full-time, permanent role, however, if you require some flexibility, this can be considered. Duties & Responsibilities To undertake advice quality assurance checks Ensure that the suitability reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business. Meet service level agreements in a timely manner as agreed. Quality Assurance and Improvement Proactively monitor trends, clearly document, record and co-ordinate to assess the quality of advice provided and to identify patterns and areas for improvement Provide feedback to financial planners and advisory teams in a clear and concise manner and explain any remedial work required. Reporting and Insights Generate regular reports on the findings providing insights into how the advice quality can be improved. This could include visual representations of trends. Compliance and Regulatory Monitoring Ensuring that all advice given adheres to regulatory guidelines, industry standards, company policies, and supporting documentation is held on file. This role will require an understanding of relevant industry regulations. Assess the suitability of the advice produced. including complex recommendations on pension transfers and higher risk products such as VCT. Collaboration with Stakeholders Collaborate with the compliance manager & training and competence supervisors to ensure feedback are captured. Collaborate with various departments to ensure quality standards are met and continuous improvements are made. This might involve training and providing the appropriate feedback. Skills & Experience Minimum 5 years experience in a quality assurance or paraplanning/report writing role essential. Previous experience working in a financial services firm regulated by the FCA. Regulated Diploma qualified & willingness to progress to advanced Diploma. Proficiency in Microsoft Office Suite Experience in Intelliflo preferred but training will be provided. Understanding of the Financial Planning process and products. Ability to work independently or in a team. Detailed and accurate. Organisational, prioritisation and time management skills. Excellent verbal and written communication skills. Package Basic salary to £50,000 (dependent on experience). 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave + bank holidays Additional voluntary benefits.
Apr 01, 2026
Full time
Clark James Recruitment are working with an award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South. Our client provides the highest quality financial advice to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals. Due to expansion, our client has a vacancy for a Senior Compliance Monitoring Executive to join their business. Role This role may suit a Paraplanner looking to move into a technical/supervisory role. A highly motivated and detail-oriented Senior Compliance Monitoring Executive to join our growing team. The successful applicant will provide essential support in first line checking to ensure reports and research meet the pre-defined quality standards and regulatory requirements demanded by the firm. This is a full-time, permanent role, however, if you require some flexibility, this can be considered. Duties & Responsibilities To undertake advice quality assurance checks Ensure that the suitability reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business. Meet service level agreements in a timely manner as agreed. Quality Assurance and Improvement Proactively monitor trends, clearly document, record and co-ordinate to assess the quality of advice provided and to identify patterns and areas for improvement Provide feedback to financial planners and advisory teams in a clear and concise manner and explain any remedial work required. Reporting and Insights Generate regular reports on the findings providing insights into how the advice quality can be improved. This could include visual representations of trends. Compliance and Regulatory Monitoring Ensuring that all advice given adheres to regulatory guidelines, industry standards, company policies, and supporting documentation is held on file. This role will require an understanding of relevant industry regulations. Assess the suitability of the advice produced. including complex recommendations on pension transfers and higher risk products such as VCT. Collaboration with Stakeholders Collaborate with the compliance manager & training and competence supervisors to ensure feedback are captured. Collaborate with various departments to ensure quality standards are met and continuous improvements are made. This might involve training and providing the appropriate feedback. Skills & Experience Minimum 5 years experience in a quality assurance or paraplanning/report writing role essential. Previous experience working in a financial services firm regulated by the FCA. Regulated Diploma qualified & willingness to progress to advanced Diploma. Proficiency in Microsoft Office Suite Experience in Intelliflo preferred but training will be provided. Understanding of the Financial Planning process and products. Ability to work independently or in a team. Detailed and accurate. Organisational, prioritisation and time management skills. Excellent verbal and written communication skills. Package Basic salary to £50,000 (dependent on experience). 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave + bank holidays Additional voluntary benefits.
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details
Apr 01, 2026
Full time
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details
Paraplanner Location: Oxfordshire Contract: Permanent Salary: 40,000 - 60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm. This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs. The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available. Key Responsibilities Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies. Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions. Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients. Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations. Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data. Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new business documentation is completed. Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings. Compliance Support: Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards. Continuous Development: Stay up to date with financial legislation, market trends, and product developments. General Administrative Support: Providing administrative support as and when required. Candidate Criteria DipPFS/Level 4 Diploma Qualified Strong experience working in a Paraplanner role within Financial Services. In-depth knowledge of Financial Planning and financial services products. Experience drafting suitability reports and preparing cashflow forecasts. Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Apr 01, 2026
Full time
Paraplanner Location: Oxfordshire Contract: Permanent Salary: 40,000 - 60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm. This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs. The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available. Key Responsibilities Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies. Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions. Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients. Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations. Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data. Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new business documentation is completed. Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings. Compliance Support: Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards. Continuous Development: Stay up to date with financial legislation, market trends, and product developments. General Administrative Support: Providing administrative support as and when required. Candidate Criteria DipPFS/Level 4 Diploma Qualified Strong experience working in a Paraplanner role within Financial Services. In-depth knowledge of Financial Planning and financial services products. Experience drafting suitability reports and preparing cashflow forecasts. Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
Apr 01, 2026
Full time
Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
Apr 01, 2026
Full time
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients in conjunction with the advisers Write suitability reports for cases of varying complexity Run Cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicating with clients on research and report time scales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Responsibilities Ensure all work is completed accurately and to a high standard Think client when writing a report to ensure the report is client friendly and easy to digest Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process (from the meeting booked date) Ensuring clients are kept informed throughout the advice process Take responsibility for the data in our systems to ensure it is accurate and up to date Work collaboratively with advisers on cases (offering ideas and options) Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles Actively participating in Paraplanner meetings Strive to meet all points on the PP service charter Person Demonstrate a strong technical knowledge and understanding of all financial products Experience within the financial services industry and have had at least 3 years Paraplanning experience Excellent communication skills, both verbally and in writing Logical mind Attention to detail Ability to communicate effectively with departments across the business as well as clients Being comfortable with working in a fast-paced environment Being a good team player and offering to help the team where you can Be organised and able to manage a busy workload
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients in conjunction with the advisers Write suitability reports for cases of varying complexity Run Cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicating with clients on research and report time scales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Responsibilities Ensure all work is completed accurately and to a high standard Think client when writing a report to ensure the report is client friendly and easy to digest Taking ownership of the clients experience by ensuring you effectively manage your cases throughout the process (from the meeting booked date) Ensuring clients are kept informed throughout the advice process Take responsibility for the data in our systems to ensure it is accurate and up to date Work collaboratively with advisers on cases (offering ideas and options) Ensure all e-mails, research documents and report drafts are saved to our file storage system with meaningful titles Actively participating in Paraplanner meetings Strive to meet all points on the PP service charter Person Demonstrate a strong technical knowledge and understanding of all financial products Experience within the financial services industry and have had at least 3 years Paraplanning experience Excellent communication skills, both verbally and in writing Logical mind Attention to detail Ability to communicate effectively with departments across the business as well as clients Being comfortable with working in a fast-paced environment Being a good team player and offering to help the team where you can Be organised and able to manage a busy workload
Taylor James Professional Recruitment
Manchester, Lancashire
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £35,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Apr 01, 2026
Full time
Our Manchester based award winning client are exclusively working with Taylor James to to appoint an IFA Administrator to join their team on a permanent basis. As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Processing new business applications across the key financial products Submitting transaction & trade requests including fund switches on and off platform Obtaining illustrations & product literature Acquiring client portfolio valuations Preparation of annual review packs for client meetings Acting as a key point of contact for financial planners & clients Liaising with product providers Actioning LOAs Maintaining an accurate record of the Client's financial situation The candidate: IFA/ financial planning administration experience ( essential ) Experience of using Intelligent Office ( desirable ) knowledge of provider platforms Highly organised What's on offer: Starting basic salary of up to £35,000 bonus Home working 25 days holiday Full study support inclusive of training courses Structured career progression DIS Please contact submit the latest version of your CV to be considered for this opportunity.
Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 3/4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.
Apr 01, 2026
Full time
Chartered Paraplanner/Junior - Maidenhead (Hybrid) Salary: Up to £60,000 + 10% KPI Bonus Recruit UK are working with a highly regarded independent financial planning firm in London who are looking to appoint a Chartered Senior Paraplanner to join their collaborative and technically strong team. This is a fantastic opportunity to join a business that delivers true whole-of-market advice, avoiding restricted or process-driven models. The firm prides itself on high-quality, bespoke financial planning for a HNW client base, supported by a well-structured team of 11 advisers, 5 paraplanners and 12 administrators working closely together. The Role This position is suited to a technically strong Senior Paraplanner (5-8 years' experience) who is confident handling complex cases and playing a key role in supporting advisers. You will work closely with advisers on high-value, technical planning cases, including areas such as VCTs, cashflow modelling and advanced financial planning strategies, while maintaining a high standard of suitability reporting and research. Key Responsibilities • Produce high-quality, compliant suitability reports • Support advisers on complex technical cases (VCTs, cashflow modelling, tax planning) • Conduct detailed research and analysis across whole-of-market solutions • Work collaboratively with advisers and administrators to deliver seamless client outcomes • Maintain strong compliance standards and documentation quality Candidate Profile (Must Have) • Chartered (or very close to Chartered) • 5-8 years' paraplanning experience within an IFA environment • Strong technical knowledge across investments, pensions, tax and complex planning • Experience with cashflow modelling and advanced planning strategies • Comfortable working in a high-quality, HNW advice environment • Looking for a long-term pathway into Financial Planning Salary & Benefits • Up to £65,000 base salary • 10% KPI-based bonus • Structured career progression into a Financial Planner role (typically after 2+ years) • Collaborative team environment with strong internal support Working Model • 3 days per week in the office (non-negotiable) • Hybrid working structure Interview Process • 3/4-stage interview process This is an excellent opportunity for a career-driven Chartered Paraplanner looking to join a firm that values technical excellence, collaboration and long-term progression into an advisory role.
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Apr 01, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Leeds office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Apr 01, 2026
Full time
Paraplanner Location: Leeds (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Leeds office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Leeds office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Apr 01, 2026
Full time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.
Paraplanner Location: Glasgow (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Glasgow office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Glasgow office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Apr 01, 2026
Full time
Paraplanner Location: Glasgow (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Glasgow office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Glasgow office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Paraplanner Location: Birmingham (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Birmingham office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Birmingham office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Apr 01, 2026
Full time
Paraplanner Location: Birmingham (Hybrid - 2-3 days office-based) Salary: £45,000 - £60,000 + bonus & benefits An established and highly respected professional services firm is continuing to grow its specialist Financial Planning division and is now looking to recruit an experienced Paraplanner to join its Birmingham office. This is an excellent opportunity to join a technically strong, well-structured financial planning team that is known for developing high-quality Paraplanners and offering clear, long-term career progression. The Role: Working closely with a dedicated Financial Planner, you will provide comprehensive paraplanning support and play a key role in delivering high-quality, holistic financial advice to a sophisticated private client base. Key responsibilities will include: Developing financial planning strategies aligned to client objectives Producing clear, client-focused suitability and financial planning reports Cashflow modelling, tax calculations and technical research Liaising with product providers and internal stakeholders Ensuring all work meets FCA and internal compliance standards About You: Diploma in Financial Planning (Level 4) qualified or above Strong technical knowledge across holistic financial planning Excellent written communication and attention to detail A proactive, solutions-focused mindset Suitable for Paraplanners from newly qualified through to more experienced levels What's on Offer: Salary of £45,000 - £60,000 (flexible for the right candidate) Annual performance-related bonus Hybrid working (2-3 days in the Birmingham office) Clear and supported progression framework Benefits include: 25 days' annual leave plus bank holidays (increasing with service) Income protection and life assurance Generous pension scheme Paid professional subscriptions Health and wellbeing benefits Flexible benefits platform and additional perks This role offers genuine long-term career prospects, whether you wish to progress within paraplanning, move into leadership, or transition into a client-facing role in the future. For more information or a confidential discussion, please apply or get in touch.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: South East London, SE3 office-based initially Salary: £45,000+ (dependent on experience) Benefits: Pension Holiday allowance Birthday day off About the Company: This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an admin, and a pr click apply for full job details
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: South East London, SE3 office-based initially Salary: £45,000+ (dependent on experience) Benefits: Pension Holiday allowance Birthday day off About the Company: This is a small, family-originated IFA business with a close-knit office of six employees, including two advisors, two paraplanners, an admin, and a pr click apply for full job details
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
Apr 01, 2026
Full time
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Apr 01, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
