• Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
  • Sign in
  • Sign up
  • Home
  • Find Jobs
  • Register CV
  • Advertise jobs
  • Employer Pricing
  • IT Jobs
Sorry, that job is no longer available. Here are some results that may be similar to the job you were looking for.

13 jobs found

Email me jobs like this
Refine Search
Current Search
head of paraplanning
Thrive Group
Technical Paraplanner
Thrive Group Trowbridge, Wiltshire
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Apr 01, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Clear IT Recruitment
Senior Paraplanner
Clear IT Recruitment Knaphill, Surrey
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Apr 01, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Blakemore Recruitment
Paraplanner
Blakemore Recruitment Aylesbury, Buckinghamshire
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
Recruit UK
Chartered Paraplanner
Recruit UK Marlow, Buckinghamshire
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.
Kings Permanent Recruitment Ltd
Property Lister
Kings Permanent Recruitment Ltd
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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.
Apr 01, 2026
Full time
Property Lister On target earnings of £60,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £60,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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
Property Lister
Kings Permanent Recruitment Ltd Hutton, Essex
Property Lister On target earnings of £50,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £50,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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.
Apr 01, 2026
Full time
Property Lister On target earnings of £50,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £50,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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
Property Lister
Kings Permanent Recruitment Ltd Colchester, Essex
Property Lister On target earnings of £50,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £50,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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.
Mar 31, 2026
Full time
Property Lister On target earnings of £50,000 to £100,000. This is a tried and tested self-employed business model. The Directors currently also operate in a highly successful high street Estate Agency so they have experience in building a business. You will effectively be your own boss with full support so, you can work the hours and days you want. We are looking for experienced Estate Agents and Letting Agents with 2 years+ minimum experience who are capable of valuing and listing. Property Lister What's included: Market leading Street CRM. Branch page on high street Estate Agency website. Access to standard listings on Rightmove and Zoopla. Head office support / enquiry call handling. Discounted rates with a number of proptech suppliers. Property Management handled by an award winning team. Pay as you go sales progression (optional). Full training, mentoring and support services provided by the Directors with initial business and marketing planning meeting. Bi weekly zoom calls with the Directors plus other franchisees. Access to Rightmove s training platform to get a qualification for entry to The National Association of Estate Agents or Association of Residential Letting Agents. Do you want to be in charge of your own destiny along with your own salary working as a self-employed Estate Agent or Letting Agent? Have you always wanted to be involved in having a key share in your ownEstate Agency? Property Lister Residential Sales - You will receive 70% commission paid on completion. Financial Services and Conveyancing -You will receive 70% commission paid on completion (if you they use theirsuggested providers). Residential Lettings -You will receive 70% commission paid on move in of the tenant subject toa tenancy set up fee £300 plus VAT. Property Management -You will receive 70% commission subject to a monthly management fee of 5% plus VAT (minimum fee £65 plus VAT) so basically anything you charge as a tenant fee over £300 you get to keep and any % above 5% on themonthly management fee is yours and it s a way for someone without the expertise or desire to do Lettings to build a management portfolio and so get a monthly income as well as a valuable asset without having to do thetechnical stuff. You keep ownership of your Lettings portfolio so you are building a business that you can sell. The Directors will have first refusal to buy this at a pre agreed rate. Property Management is done for you in house at Head Office. You will pay a monthly license fee £295 plus VAT. If in a calendar year your bank £100,000 (on sales bankings only) your commission will increase to 90% for the rest of that year. Property Lister You will be provided with all the tools of the trade for lead generation to include using artificial intelligence, CRM and social media training. You will need to be prepared to door knock both 'on market and 'off market properties to build your profile and be open to filming advertising videos, so as to promote to your core local market. Full support for you to grow your business and you will be shown how to send reminders and also use Facebook to your benefit. You will get heavily involved in marketing in your core postcode area on an ongoing basis. Property Lister On target earnings of £50,000 to £100,000. Kings Permanent Recruitment for Estate Agents hits 19 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
Assistant Block Manager
Kings Permanent Recruitment Ltd Grays, Essex
Assistant Block Manager This is a progressive position with a clear career path that will lead to you becoming a fully fledged Block Property Manager with then a further increase in your salary. Basic salary £27,500. Working hours Monday to Thursday 9.00am to 6.00pm and Friday 9.00am to 5.00pm. You will directly assist the Head of Block Management and the Senior Partner in growing the existing 1,000 units in the Block Management managed portfolio. You will ideally have a proven track record within the Property Management function of a block or estate management business. You will be responsible for managing a portfolio of residential and commercial blocks currently consisting of 1,000 units in 35 to 40 blocks, ensuring the highest standards of service are delivered to our clients. You will be expected to carry out site inspections therefore a car driver with your own car is essential. Assistant Block Manager The Role: Provide administrative support to the Property Manager. Assist with the management of a portfolio of residential and commercial properties. Liaise with tenants, contractors, and other stakeholders. Monitor and track maintenance and repair requests. Prepare and distribute notices, letters, and other correspondence. Maintain accurate records and files. Assist with financial management, including invoicing and budget tracking. Conduct property inspections and prepare reports. Assist with the coordination of property viewings and new tenant move-ins. Handle general office duties such as answering phone calls and responding to emails. Assistant Block Manager Skills Required: A calm, unflappable person, with strength of character. Systematic approach with strong administrative skills. Problem solver. Ability to work under pressure, whilst maintaining attention to detail. Secretarial skills would help so that the applicant would be able to generate their own letters. Longer reports can be dictated and compiled by other personnel if necessary. Assistant Block Manager This role is a pivotal position. The main focus is the issues surrounding property maintenance, property management and deposit resolution at the end of the tenancy. It requires a special talent to keep both the landlord and tenant 'on side . For example, sometimes a tenant can get quite stressed when there is a relatively minor delay on the repair of a washing machine etc. The person who will fulfil this role successfully will need to have all of the skills listed previously. The job can often be very demanding. Assistant Block Manager Remuneration: Basic salary £27,500. Working hours Monday to Thursday 9.00am to 6.00pm and Friday 9.00am to 5.00pm. Kings Permanent Recruitment for Estate Agents hits 19 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.
Mar 31, 2026
Full time
Assistant Block Manager This is a progressive position with a clear career path that will lead to you becoming a fully fledged Block Property Manager with then a further increase in your salary. Basic salary £27,500. Working hours Monday to Thursday 9.00am to 6.00pm and Friday 9.00am to 5.00pm. You will directly assist the Head of Block Management and the Senior Partner in growing the existing 1,000 units in the Block Management managed portfolio. You will ideally have a proven track record within the Property Management function of a block or estate management business. You will be responsible for managing a portfolio of residential and commercial blocks currently consisting of 1,000 units in 35 to 40 blocks, ensuring the highest standards of service are delivered to our clients. You will be expected to carry out site inspections therefore a car driver with your own car is essential. Assistant Block Manager The Role: Provide administrative support to the Property Manager. Assist with the management of a portfolio of residential and commercial properties. Liaise with tenants, contractors, and other stakeholders. Monitor and track maintenance and repair requests. Prepare and distribute notices, letters, and other correspondence. Maintain accurate records and files. Assist with financial management, including invoicing and budget tracking. Conduct property inspections and prepare reports. Assist with the coordination of property viewings and new tenant move-ins. Handle general office duties such as answering phone calls and responding to emails. Assistant Block Manager Skills Required: A calm, unflappable person, with strength of character. Systematic approach with strong administrative skills. Problem solver. Ability to work under pressure, whilst maintaining attention to detail. Secretarial skills would help so that the applicant would be able to generate their own letters. Longer reports can be dictated and compiled by other personnel if necessary. Assistant Block Manager This role is a pivotal position. The main focus is the issues surrounding property maintenance, property management and deposit resolution at the end of the tenancy. It requires a special talent to keep both the landlord and tenant 'on side . For example, sometimes a tenant can get quite stressed when there is a relatively minor delay on the repair of a washing machine etc. The person who will fulfil this role successfully will need to have all of the skills listed previously. The job can often be very demanding. Assistant Block Manager Remuneration: Basic salary £27,500. Working hours Monday to Thursday 9.00am to 6.00pm and Friday 9.00am to 5.00pm. Kings Permanent Recruitment for Estate Agents hits 19 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.
Premier Jobs UK Limited
Head of Paraplanning
Premier Jobs UK Limited Leicester, Leicestershire
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Oct 08, 2025
Full time
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Ortus Psr
Head of Financial Planning
Ortus Psr Reading, Berkshire
Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.
Oct 07, 2025
Full time
Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.
Senior Paraplanner
Hall 17 Limited t/a Style Incorporated St. Albans, Hertfordshire
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Sep 24, 2025
Full time
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Truestar Talent Ltd
IFA
Truestar Talent Ltd Bristol, Somerset
Independent Financial Adviser- Bristol Basic: £60,000 Year 1 OTE: £100,000+ Year 2: £200,000+ Join a progressive wealth management firm offering a warm client bank, transparent earnings structure, and full adviser support. What's on offer: 150 active clients provided (c.£30M-£40M AUM) Validation set at 3x salary, fully covered by assigned AUM 50% bonus on new business written above validation Bonus uplifts for fee increases (typically c.£10K+) Product mix: 60% pensions, 30% investments, 10% protection & estate planning Average client size £200K, all within a 50-mile radius Flexible servicing - face-to-face or Zoom Dedicated paraplanning and admin support Growth opportunity: Uplift from 0.5% to 0.75% ongoing fee Weekly legacy client opportunities (2+ cases) Strong provider relationships (Aviva, Fidelity, Rathbones, etc.) Backing for adviser-led marketing and client initiatives Benefits: 5% matched private pension Private medical cover incl. dental Death in Service cover Ongoing CPD and professional development support Remote working This is a rare chance to take on a high-quality client bank and build your future in a firm that truly supports and rewards its advisers. Please could you forward a copy of your CV at your earliest convenience so we can move ahead with immediate shortlisting.
Sep 22, 2025
Full time
Independent Financial Adviser- Bristol Basic: £60,000 Year 1 OTE: £100,000+ Year 2: £200,000+ Join a progressive wealth management firm offering a warm client bank, transparent earnings structure, and full adviser support. What's on offer: 150 active clients provided (c.£30M-£40M AUM) Validation set at 3x salary, fully covered by assigned AUM 50% bonus on new business written above validation Bonus uplifts for fee increases (typically c.£10K+) Product mix: 60% pensions, 30% investments, 10% protection & estate planning Average client size £200K, all within a 50-mile radius Flexible servicing - face-to-face or Zoom Dedicated paraplanning and admin support Growth opportunity: Uplift from 0.5% to 0.75% ongoing fee Weekly legacy client opportunities (2+ cases) Strong provider relationships (Aviva, Fidelity, Rathbones, etc.) Backing for adviser-led marketing and client initiatives Benefits: 5% matched private pension Private medical cover incl. dental Death in Service cover Ongoing CPD and professional development support Remote working This is a rare chance to take on a high-quality client bank and build your future in a firm that truly supports and rewards its advisers. Please could you forward a copy of your CV at your earliest convenience so we can move ahead with immediate shortlisting.
Resource Matters Ltd
Financial Advisor
Resource Matters Ltd Cheadle, Cheshire
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor 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 bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor 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
Sep 22, 2025
Full time
Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Advisor , Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor 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 bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Advisor 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

Modal Window

  • Blog
  • Contact
  • About Us
  • Terms & Conditions
  • Privacy
  • Employer
  • Post a Job
  • Search Resumes
  • Sign in
  • Job Seeker
  • Find Jobs
  • Create Resume
  • Sign in
  • Facebook
  • Twitter
  • Instagram
  • Pinterest
  • Youtube
Parent and Partner sites: IT Job Board | Search Jobs Near Me | RightTalent.co.uk | Quantity Surveyor jobs | Building Surveyor jobs | Construction Recruitment | Talent Recruiter | London Jobs | Property jobs
© 2008-2026 Jobs Hiring Near Me