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Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.

Where Expertise Meets Purpose - Join a Chartered Wealth Management Firm with £1.2M+ AUM per Client Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We're a Chartered Financial Planning firm known for personalised, holistic wealth strategies-not volume-driven advice. Responsibilities In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include: Crafting bespoke financial planning reports and suitability letters Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc) Attending client meetings alongside a Chartered Adviser to offer real-time support Ensuring regulatory compliance and excellence in documentation (FCA standards) Playing an integral role in complex strategy formulation for HNW clients Requirements We're looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment. Essential: Level 4 Diploma in Regulated Financial Planning (CII or equivalent) Proven experience in a Paraplanner role supporting Financial Advisers Exposure to high-net-worth or complex financial planning environments Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing Advanced report writing and analytical skills Comfortable working in a hybrid environment (3 days in-office, 2 from home) Desirable: Working towards Chartered Financial Planner status Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office) Benefits Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work: Competitive base salary: up to £60,000 (DOE) 25 days annual leave plus bank holidays Company pension with National Insurance advantage (4%) Death in service cover (up to £200,000) Private medical cover (CashPlan scheme) Full study support toward Chartered or further professional qualifications Hybrid working model to support your work-life balance Location & Work Type Hybrid : 3 days in our Marlow office , 2 days remote working Client base : London-based professionals and executives Full-time Permanent How to Apply If you're a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development - apply today. Your next step could be the one that defines your career.

BRAND NEW ROLE Paraplanner Vacancy - Route to advising if desired Brighton offices with hybrid working Working with HNW & UHNW clients (£1m+ per client) Basic salary £45k - £55k + discretionary bonus Full study support to Chartered status My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK. The business works with only 150 clients but they all have over £1m invested. They work with retirees, City professionals, families, SME owners. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. I have placed someone into this role in 2025 and they are seeking to add to their team with another paraplanner. The Managing Director is seeking a driven Paraplanner. You must be diploma qualified and be articulate, professional and seeking to work in a small team but who work with HNW and UHNW clients. You will be client facing, interacting with clients daily and working on complex financial advice and doing all technical paraplanning work. There is a definitive route to being an adviser and you will be actively encouraged to train towards this, but a career paraplanner would also be suitable. The role will pay up to £55k basic salary with bonuses and an attractive benefits package. For more details please contact Peter Fozard at Financial Divisions.

Our client, a growing wealth management firm in London is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager. This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver - a genuine pathway into a Financial Adviser role once you've developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home. The Opportunity In this role, you'll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you'll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained. You'll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career. The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process. The Role As a Paraplanner, you'll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships. On the technical side, you'll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models and reviewing client risk profiles. You'll work closely with the Wealth Manager to help shape appropriate recommendations, ensuring all advice is clearly documented, accurate and fully compliant. You'll also have regular exposure to clients, attending meetings, preparing follow-up actions, and communicating with both UK and international clients by phone and email. Alongside this, you'll support the onboarding process, assist with asset transfers, and handle withdrawal requests while keeping clients updated on progress throughout. There will also be the opportunity to contribute to process improvements, support complex cases, and continue building your technical expertise through exams, internal training, and industry exposure. What Makes This Role Different A clear and structured pathway into a Wealth Manager position Working closely with one dedicated Wealth Manager, rather than supporting multiple advisers Real client exposure and involvement in the advice process A growing firm where progression is driven by opportunity, not by waiting for vacancies About You Ideally you will: Hold the Level 4 Diploma in Financial Planning Have 2+ years' experience as a Paraplanner Ideally have a desire to achieve Chartered and Certified Financial Planner status Have experience producing suitability reports and technical research Be comfortable using CRM systems, as well as financial planning and cashflow modelling tools Be organised, personable and confident communicating with clients This role will suit someone ambitious, who enjoys the technical side of planning but ultimately wants to progress into advising clients in their own right. Why This Role? If you're a Paraplanner looking for a role with a clear direction, where you can strengthen your technical skills while gradually building the experience needed to become an adviser, this opportunity offers exactly that. You'll be part of a friendly, supportive and collaborative team, working closely with experienced professionals while building a long-term career within a fantastic wealth management firm. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions.

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Would you like to use your experience resource planning within a busy call centre or contact centre environment in an important Resource Planning Analyst role within a leading organisation that offers hybrid working? A Resource Planning Analyst opportunity has arisen within the busy contact centre team at our client, a leading international membership organisation, where you will be responsible for real time forecasting demand and ensuring staff levels accommodate this by planning, monitoring real time call volumes, and providing key MI data to stakeholders As a Resource Planning Analyst, your role will involve: Monitoring the activity of contact centre agents and addressing non-adherence in real time Monitoring and responding to real time call volumes, ensuring hot spots are covered Responding to related queries from stakeholders across the business Collating and analysing data to forecast future call volumes Creating and producing performance reports Planning and scheduling resources to ensure sufficient cover across all customer touch points I am interested in speaking with candidates who have experience working as a Resource Planning Analyst, Resource Analyst, Workforce Management Analyst, Resource Planner, Workforce Planner, Real Time Analyst within a fast paced, busy call centre or contact centre environment. Salary for this position is: 29,500 to 32,500 p.a. (depending on level of experience) Benefits include: Hybrid working, discounts on retail, holidays and gym, assistance towards training courses, private health scheme and more ! If you drive parking can be found a short walk from the office, but if you don't want to drive, their office is located within 5 minutes walk from the train station - so very easy to get to! Meridian Business Support is a recruitment specialist acting on behalf of our client as an Employment Agency for this vacancy.

Supply Planner We are working with an extremely well-known, industry leading organisation on the lookout for a Supply Planner to join their team in Somerset. This is an extremely exciting time to join a growing team within a fantastic company. The purpose of the role of Supply Planner is to manage communication with the supply base and customers. This role will work closely with suppliers and a China office team to ensure that proposed changes to the purchase plan are negotiated and agreed. A thorough understanding of all production processes will be gained through visits to suppliers. Over time the Supply Planner will be trained in all aspects of the Purchasing function, logistics, internal production and demand planning. Study towards CIPS levels 4-6 is encouraged. Key Responsibilities : Create, prepare and analyse reports to support decisions on stock availability, inventory management, shipment scheduling, spend performance, and supplier compliance Build relationships with the supply base to ensure that proposed changes to the purchase plan are implemented International travel to visit suppliers and attend trade fairs to build relationships and understand their businesses Collaborate closely with the China office team to align with the UK business needs and deliver optimal results Ensure that all quality issues, non-conformances, returns and re-fixings are communicated effectively to suppliers and the best negotiated agreement reached Maintain high levels of daily availability and ensure that the requirements of all sales divisions are met Build relationships with internal customers and provide exceptional levels of customer service Trained to be able to cover logistics and internal production roles Assist the Supplier Manager in delivering a programme of continuous improvement Undertake any other ad-hoc projects as required KEY SKILLS & REQUIREMENTS Excellent verbal and written communication skills Polite, friendly and professional Attention to detail and strong organisation skills Ability to look for continuous improvements Strong team player Ability to build rapport via phone, chat, email Competent in Microsoft Office Flexibility/adaptability managing multiple tasks Problem-solving and analytical skills Positive can-do attitude Self-motivated By applying for this position, you authorise Auctoro Recruitment to hold your personal details on file for use in finding you a suitable position. Auctoro Recruitment will never transfer your information to a third party without your prior consent.

Paraplanner - Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment. You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs. Benefits You'll Receive Career Progression: Ongoing development with clear opportunities for promotion. Training & Support: Full professional development in a supportive team culture. Group Pension Scheme . Life Assurance & Income Protection . Health Cash Plan . Share Incentive Plan . Social & Charity Events - get involved in fundraising and team activities. The Role - What You'll Be Doing Provide technical and investment support across pensions, protection, tax, and wider wealth management. Prepare, review, and update suitability reports, proposals, and client letters. Assist in gathering information, analysing client needs, and supporting tailored financial plans. Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects. Be an additional point of contact for clients alongside Client Relationship Managers. What We're Looking For Diploma in Regulated Financial Planning (or Certificate in Paraplanning) - or working towards. Strong technical knowledge across pensions, protection, and personal wealth management. Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards. Previous experience in a paraplanning role with a keen eye for detail and client care. A proactive and collaborative approach, with the ability to support consultants and clients alike. Why Apply? This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.

We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently require a competent Wealth Management Administrator to join their growing team. Responsibilities: Providing administration and planning support to Financial Planners and a professional service to new and existing clients Undertake client valuations and preparing documentation ahead of client reviews Liaising with insurers / providers for new business quotations and updating software accordingly Ensuring all client records are kept up to stand and all relevant checks etc are completed Experience: Candidates need to have demonstrable experience of working within wealth management / financial services administration Ideally you will hold some professional qualifications, although this is not essential. You will have a good knowledge across pensions, investments, protection etc as well as mortgages ideally. You will also be able to demonstrate good verbal and written communication skills and have the ability to manage multiple tasks. In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc.

Are you an experienced Financial Planning Administrator looking for your next role within a close-knit and supportive team? We are seeking a proactive and organised individual with experience working within an IFA office. You will have a strong understanding of the financial planning process, be confident working in a regulated environment, and enjoy supporting both clients and advisers. Key responsibilities will include: Oversight and management of administration workflows Confident communication with a wide range of clients and providers Supporting group pension and protection schemes Working collaboratively with advisers and the wider team to develop client-focused proposals Completing general administration and compliance checks for new and existing business Database administration, maintenance, and consolidation Managing workloads effectively to meet deadlines The successful candidate will have: Experience in an IFA office Working knowledge of the regulated Financial Services industry and FCA requirements Previous experience in a Financial Services administration role with familiarity of industry terminology Experience using Intelligent Office Desirable experience with FE Analytics Strong organisational skills with the ability to multitask A proactive, "can-do" attitude High competency in Microsoft Word, Excel, and Outlook We are happy to consider candidates who are looking to develop into a Paraplanner role . The firm actively supports career progression and the completion of professional qualifications . This is an excellent opportunity to join a forward-thinking and innovative firm, working within a vibrant team that is continually looking to improve the services offered to clients. A competitive salary package is offered, along with structured support for professional development. The role will be office-based initially, moving to a hybrid working model after six month s . By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.

Join a Chartered, Independent Firm Where Technical Excellence Is Valued This is a Chartered, independent financial planning firm that is fully integrated into the community and has built around a genuinely client-centric philosophy. The business is led by hands-on Chartered directors who work directly with clients and have grown the firm organically. They have trained and developed their own people over many years, creating a collaborative culture where technical quality, professionalism, and long-term client relationships are central to everything they do. This is not a corporate or volume-driven environment. It is a values-led firm where paraplanners are viewed as technical specialists and play a crucial role in delivering high-quality holistic financial planning. The firm is able to provide a route to becoming a financial planner. Location: Lingfield, Surrey Salary: Up to £50,000 Level: The firm is now seeking a Level 4 Qualified, experienced Paraplanner to join its technical team. This role will suit someone who enjoys: In-depth technical analysis and research Working closely with experienced, Chartered advisers Being part of a professional, supportive team Producing clear, well-reasoned, client-focused advice The successful candidate will be trusted with responsibility, actively involved in the advice process, and treated as an integral part of the firm - not a back-office function. Supporting advisers in delivering a holistic financial planning service Producing high-quality suitability reports and technical documentation Undertaking detailed product, fund, and strategy research Analysing full client financial positions using fact-finds and adviser input Assisting with annual reviews and ongoing client servicing Implementing agreed investment and planning strategies Liaising with product providers and platforms Preparing documentation and information for client meetings Ensuring all work meets regulatory standards and Consumer Duty requirements To be considered: Level 4 Diploma qualified Previous experience in a paraplanning role Strong technical knowledge and analytical skills Excellent attention to detail and written communication Organised, professional, and client-focused Comfortable working collaboratively with advisers Why This Role: Opportunity to join a Chartered, independent firm Work within a client-focused, relationship-driven environment Direct access to and collaboration with experienced advisers A culture that values training, development, and retention The chance to make a genuine impact on the quality of advice delivered to clients

My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance. Overview You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan. Key Attributes Professional, collaborative Acts with courage, is fair and consistent Calm under pressure Self-aware, listens to and acts on feedback, self-improver Role To manage the operational needs of the business on a day to day basis and add operational value To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant To manage the overall operation of the business in conjunction with/as directed by the MD To set targets and objectives, measure and manage performance To implement a development programme for the team You will be responsible for managing and developing staff, as well as overseeing their training Measure ROI (return on investment) Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you Conduct a review of current processes and where appropriate, introducing change within the business As a leader you will inspire quality in your team You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key Keep MD informed of significant developments This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership Key Skills Level 4 Diploma Qualification (minimum) Maintain CPDs Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have) Experience of overseeing regulated advisers Education - ideally hold a degree or degree equivalent Experience of managing a team, delivering the people plan Displays leadership qualities Experience of setting targets, objectives, KPI's, SLA's Demonstrated ability to drive a business forward Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing Great Place to Work Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community. Benefits / hours 37 hour week (Flex) core hours 9-5, early finish on Fridays. Death in Service x4 Free Parking Health care policy Pension Holiday - 26 days (extra day off for your Birthday) Work social events, Christmas, Summer Professional development, relevant qualifications funded and supported

The Company: A highly regarded Sheffield based advisory firm who are looking to add a developing Financial Planning Administrator to their private wealth focused wealth management advice arm. It's a perfect opportunity for someone who is circa 12-months into their career and is looking to press on with their Adviser Support career within HNW client work. Office Location: Sheffield Working Setup: Hybrid - 3-days office & 2-days WFH Package: £28-29k base + annual bonus and full company benefits: Key Benefits: A flexi-benefits package on top inclusive of a pension, 2xDIS and Private Medical Cover Holidays: 25-days + stats which rises through years of service The Role: In this role it's important to manage the workflow and key tasks including preparing the clients' annual review, processing new business applications and dealing ad hoc queries to ensure excellent client outcomes in a timely and planned manner. Key Responsibilities include: To ensure that all pre-business procedures are followed - To include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research. To ensure that new business procedures are followed - Completion of applications where required; online submission; posting applications and cheques to provider; scanning to e-files and CRM; typing; chasing providers; communicating with client by phone, email and letter and sending out all appropriate documents to the client. To ensure that client servicing procedures are followed - Keep up to date with reviews due; Client mail; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and e-files; updating client information, quotes and basic research and full preparation for client meetings. To ensure all client files are compliant on an ongoing basis. To ensure all relevant paperwork held within a client file is present, relevant and compliant. Liaising with Providers/Platforms to aid valuations and policy information. Dealing with client calls and emails. Working closely within the administration teams and other support teams within the company Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions. The Person: You will hold broad knowledge of the financial services/wealth management arena and have some Adviser Support experience from prior, ideally within an investment/pensions advice arena. Intelligent Office/Intelliflo system experience would be advantageous but isn't essential, with the role suiting someone looking for a fast-developing role as a key part of a large, well-experienced administrative support team. What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Paraplanner Location: MBath - 2 days in the office Job Type: Full-time Join a forward-thinking and rapidly expanding wealth management business committed to delivering top-quality financial advice. We are currently seeking an experienced Paraplanner to join our team due to our ongoing expansion. Day-to-Day of the Role: Provide high-quality support to Financial Planners by producing detailed documents that offer clear and effective advice based on thorough market research and the client's financial goals. Assist Financial Planners in formulating advice, offering technical support and guidance as needed. Conduct detailed research and analysis of investment funds and financial products, aligning with client objectives. Prepare comprehensive financial plans that outline the client's current position, future goals, and the strategies to achieve these goals. Manage the preparation of fund switch and encashment letters in line with the advice provided. Handle applications, key features documents, factsheets, illustrations, and product comparison quotes, ensuring all research supports the advice given. Liaise with Product Providers and Third Parties to resolve any technical queries. Required Skills & Qualifications: Proven experience as a Paraplanner within financial services. Fully Diploma qualified with a solid understanding of the Financial Planning process. Strong research and report writing skills, with extensive experience using Microsoft Office products. Excellent interpersonal, communication, and customer service skills, committed to achieving the best outcomes for both clients and the business. Highly organized with the ability to manage time effectively and meet deadlines. Attention to detail is crucial in balancing the demands of the role. Desirable Skills: Experience with IO back-office software and FE Analytics research tool. Familiarity with working in a small to medium-sized financial services environment and during periods of significant change. Experience with a Discretionary Fund Manager. Knowledge of cashflow modelling and a broad understanding of the Financial Services Industry. Benefits: Competitive salary and benefits package. Opportunities for professional development and career advancement. Dynamic and supportive work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.

Paraplanner Location: Cambridge, UK Job Type: Full-time Office based for probation period then 2 days home working option We are seeking a dedicated Paraplanner to join our Wealth Planning department. This role involves supporting Wealth Planners by conducting high-quality research across a full range of financial planning products and services such as pensions, life insurance, tax planning, and investment management. This enables our Wealth Planners to provide comprehensive, holistic advice to our clients, ensuring good outcomes. The ideal candidate will be proactive, maintain their technical knowledge, and ensure compliance with regulatory and organisational procedures. Day-to-Day of the Role: Conduct appropriate and accurate research based on information gathered by Wealth Planners and known client data to recommend suitable financial solutions. Undertake accurate calculations and cash-flow modelling to support recommendations. Prepare client-centric suitability reports and other documentation, ensuring adherence to the company's processes and compliance framework. Draft and coordinate technical documents and research for client presentations. Identify potential future advice areas during research or report preparation and communicate these to the Wealth Planner. Continuously seek to improve the efficiency and quality of suitability report templates and internal processes. Required Skills & Qualifications: Experience in providing first-class paraplanning services. Knowledgeable in all Financial Planning practices including Investments, Pensions, and Protection. Educated to at least A Level/Higher standard with an RQF level 4 Diploma in Regulated Financial Planning or equivalent. Proficient in Microsoft Office and desirable experience with XPlan and Cashflow Planning software. Excellent customer service, interpersonal, and communication skills. Strong numerical skills and attention to detail. Committed to ongoing professional development, ideally aiming for Chartered Financial Planner status. Benefits: Opportunities for professional growth and development towards achieving Chartered Financial Planner status. A collaborative and supportive work environment. Competitive salary and benefits package. To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.

Adara is where work meets fun. Sure, work can be dull sometimes - but not here. We keep things lively with plenty of laughs along the way. Don t get us wrong - we work hard, but we have a blast doing it. At Adara, we believe great design starts with great people. That s why we foster a culture where creativity is celebrated, innovation is embraced, and career growth is a priority. If you re looking for a workplace as forward-thinking as the designs we create where no two days are the same and problem-solving is part of the everyday then you belong at Adara. You ll be a perfect match if you: Thrive in a fast-paced, dynamic environment Are a proactive multitasker who loves making things happen Want to be part of a collaborative, supportive team where your ideas truly matter You get things done - independently The Role at a Glance: Client Projects Coordinator North London Mill Hill Office Based Minimum 2 Day Per Week / Hybrid Working £30,000 - £35,000 Full Time - Permanent Hours: 37.5 Hours Per Week, Monday - Friday, 9am - 5pm Culture: Trust, Respect, Shared Success, laugh a lot, Work a lot Company: A forward-thinking architecture and planning firm Your Background / Skills: Administration, Coordination, Client Support, Customer Service, Stakeholder Management Skills: Friendly. Great Time management. Organised. Customer focussed. Excellent English oral and written communication. About us: The home of amazing architecture. Adara is a dynamic architectural and planning practice based in London, specializing in high-quality residential projects with select commercial work - we work on some really fun projects. Founded in 2018, our team brings over 20 years of combined experience in planning and design, offering expert guidance to bring our clients' visions to life. We don t just design homes we redefine them. With a perfect blend of planning expertise and creative vision, we push the boundaries of modern architecture to create spaces that are as functional as they are stunning. Our team is made up of innovators, problem-solvers, and passionate designers who thrive on collaboration and fresh ideas. At Adara, we are more than just architects and planners; we are a team driven by passion, collaboration, and excellence. We cultivate a culture of trust, respect, and shared success, where every team member plays a vital role in shaping the future of our practice. We prioritise quality over quantity, carefully selecting projects that inspire us challenging yet rewarding designs that push boundaries and spark creativity. If you're looking to be part of a forward-thinking, supportive, and talented team, then look no further! The Opportunity: We are looking for a highly organised and proactive Client Projects Coordinator / Administrator to join our London-based team. This role is central to keeping our projects moving ensuring smooth communication between clients, architects, planners, and external stakeholders, while managing the day-to-day administration that underpins our success. As the key point of contact for clients, you ll keep them updated on progress, handle queries with professionalism, and provide clear, timely updates. You ll also manage the administrative side of projects from preparing and sending fee proposals, supporting planners with applications, and processing invoices, to maintaining accurate records and keeping deadlines on track using our CRM systems. Once fully trained, you ll enjoy the flexibility of hybrid working (minimum one day per week in the office) while remaining an integral part of our collaborative team. You ll also play an active role in building client relationships handling new enquiries, setting up proposals, dispatching documents, and ensuring smooth onboarding. With over 100 live projects on the go, no two days are ever the same and there s always something exciting to coordinate. Other tasks include: • Generating and issuing invoices; tracking payments • Managing banking and financial transactions • Submitting online applications • Client communication and updates • Vendor coordination and client support • Invoice tracking and follow-ups • Internal project coordination • Scheduling and call coordination • Documenting processes and workflows • Maintaining centralised knowledge sharing & CRM About you: • 3-5 years of demonstrable office-based experience in a fast-paced environment, showcasing strong administrative and coordination skills • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with the ability to efficiently manage documents, spreadsheets, and communications • Excellent command of English (both written and spoken) with advanced communication skills to convey information clearly and professionally • Exceptional written and verbal communication skills, ensuring clarity and professionalism in client interactions and internal coordination • Strong attention to detail and accuracy, with a critical eye for reviewing documents, invoices, and correspondence • Excellent interpersonal and relationship-building skills, with a client-focused approach to maintaining strong connections with key clients and service users • Ability to work effectively under pressure, managing multiple tasks and deadlines in a dynamic environment • Team player with a proactive mindset, capable of working collaboratively while also taking initiative and handling responsibilities independently • No prior experience in planning or architecture is required, but a background or interest in the field is a plus Sounds like a good fit? Apply here for a fast-track path to our amazing Founder Dominic. Your Experience / Background / Previous Roles May Include: Administrator, Coordinator, Customer Service, Customer Support, Client Support, Client Success, Office Manager, Team Administrator, Team Coordinator, EA, PA, Executive Assistant, Personal Assistant, Architect Team Assistant. Application notice We take your privacy seriously. As you might expect you may be contacted by email, text or telephone. Your data is processed by our talent partner RR (Recruitment Revolution) on the basis of their legitimate interests in fulfilling the recruitment process. Please refer to their Data Privacy Policy & Notice on their website for further details.

Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.

Senior Paraplanner Location: Cambridge Job Type: Full-time Office based for probationary period then 2 days home working option Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards. Day-to-Day of the Role: Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients' needs and objectives. Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements. Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance. Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team. Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively. Required Skills & Qualifications: Proven experience in delivering first-class paraplanning services within the financial planning sector, dealing with complex client scenarios. Minimum educational requirement: A Level/Higher standard or equivalent, with an RQF level 4 Diploma in Regulated Financial Planning. Advanced knowledge of financial planning products and strong numerical skills. Proficiency in Microsoft Office and familiarity with financial planning software such as XPlan and cashflow planning tools. Excellent interpersonal, communication, and customer service skills, with a strong focus on detail and the ability to prioritize effectively. Ambition to study towards an Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status is desirable. Benefits: A role that offers both personal and professional growth, including opportunities to advance towards Chartered status. A supportive and collaborative work environment where knowledge sharing and best practice are encouraged. Competitive salary and benefits package, reflecting your experience and expertise. If you are a motivated, detail-oriented individual with a passion for financial planning and client service, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Paraplanner position.

Paraplanner Annual Salary: Up to £45,000 Location: Oxford Job Type: Hybrid (2 days work from home) Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing. Day-to-day of the role: Understand clients' financial situations and objectives to provide tailored support. Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning. Prepare detailed recommendation reports adhering to the company's standards and compliance procedures. Maintain accurate and up-to-date client records on the back-office system, ensuring all documentation is correctly filed and accessible. Collaborate closely with financial advisers, challenging and querying proposed recommendations to ensure they meet client needs. Utilize company-approved research systems for analysis and employ cash flow modelling techniques to support financial planning. Required Skills & Qualifications: Minimum of 5 GCSEs including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Proven experience in an IFA/Wealth Management environment, with a broad knowledge of financial planning areas. Proficiency in using financial planning tools such as Intelligent Office, Finametrica, O&M Profiler, Defaqto, and FE Analytics. Strong communication skills, capable of adapting style and method to meet client and team needs. Excellent organisational skills, with the ability to prioritize and manage tasks efficiently. Experience in cash flow modelling and familiarity with corporate client work, including knowledge of employee benefits and corporate pensions markets. Benefits: Competitive salary up to £45,000. Hybrid working model - flexibility to work from home 2 days a week. Opportunities for professional development and career advancement. Supportive and collaborative work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.

Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.