Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Dunblane Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Dec 07, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Dunblane Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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. JBRP1_UKTJ
Dec 07, 2025
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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. JBRP1_UKTJ
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role: General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person: Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference: 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Dec 07, 2025
Full time
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role: General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person: Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference: 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
Dec 06, 2025
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
Ernest Gordon Recruitment
Auchterarder, Perthshire
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering specialist training, study support and ongoing progression? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Auchterarder Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane, Auchterarder Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Dec 06, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering specialist training, study support and ongoing progression? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Auchterarder Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane, Auchterarder Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Ernest Gordon Recruitment
Cambridge, Cambridgeshire
Paraplanner (Progression to Financial Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company p click apply for full job details
Dec 06, 2025
Full time
Paraplanner (Progression to Financial Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company p click apply for full job details
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar 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. JBRP1_UKTJ
Dec 06, 2025
Full time
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar 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. JBRP1_UKTJ
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
Dec 06, 2025
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
Job Title: Paraplanner Salary: £35,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £35,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm
Dec 06, 2025
Full time
Job Title: Paraplanner Salary: £35,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £35,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm
This Trainee Financial Advisor job in Warwickshire provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before. As a Trainee Financial Advisor, your responsibilities will include: Accompanying the Financial Adviser to most client meetings Taking meeting notes Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports Undertaking tasks to assist the Financial Adviser be effective in their role Liaise with the back office team to co-ordinate tasks Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires and high-performing business owners with complex financial planning needs. Trainee Financial Adviser Requirements This is well suited to a current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status You must have a professional approach to your work and be a positive representative of the brand at all times The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. Trainee Financial Adviser Benefits Salary of approximately 40,000, rising with progression Pension contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus holidays Need for you to be flexible with your working hours to accommodate the needs of the clients with evening appointments etc Need to be travel to attend client meetings within the local area Location : Warwickshire 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.
Dec 04, 2025
Full time
This Trainee Financial Advisor job in Warwickshire provides opportunity to closely support a Chartered Financial Adviser, in return receiving full support and mentoring You would be undertaking a blended role with paraplanning duties and client relationship management which would enable you to be well equipped to become a Financial Adviser in your own right, within the business. This is a tried and tested model that has successfully worked twice before. As a Trainee Financial Advisor, your responsibilities will include: Accompanying the Financial Adviser to most client meetings Taking meeting notes Acting as a Paraplanner, whereby you will be undertaking research and producing suitability reports Undertaking tasks to assist the Financial Adviser be effective in their role Liaise with the back office team to co-ordinate tasks Through undertaking this role, you will shadow their high-performing Chartered Financial Planner which will equip you to become your own highly accomplished Adviser in circa 2 years. The Adviser regularly works with millionaires and high-performing business owners with complex financial planning needs. Trainee Financial Adviser Requirements This is well suited to a current Paraplanner or Junior Financial Adviser with aspirations to become a Financial Adviser in 2 years You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status You must have a professional approach to your work and be a positive representative of the brand at all times The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. Trainee Financial Adviser Benefits Salary of approximately 40,000, rising with progression Pension contribution of 8%, DIS, PHI at 50% of salary and PMI for employee plus holidays Need for you to be flexible with your working hours to accommodate the needs of the clients with evening appointments etc Need to be travel to attend client meetings within the local area Location : Warwickshire 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.
Paraplanner - Stockport - Permanent - up to 45,000 DOE We are working with an established and reputable business based in Stockport who are seeking an experienced Paraplanner to join their financial services team. This is a full time permanent role. Duties include: Assist in developing customised financial plans by analyzing client data and objectives. Prepare detailed reports on estate planning, investment management, and tax strategies. Conduct research on securities law, tax regulations, and financial products to support recommendations. Draft wills, trusts, and estate documents in accordance with legal requirements. Support the creation and maintenance of client portfolios using financial software tools. Collaborate with advisors to ensure compliance with industry standards and regulatory guidelines. Monitor market trends and perform financial analysis to inform planning strategies. The ideal candidate will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring compliance with relevant regulations. This is an excellent opportunity for someone who is looking to take that next step in their career with the opportunity for progression. Send us your CV and call Charlotte or Lucy on (phone number removed) to have a confidential discussion about the role further. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted. Follow us on LinkedIn and Facebook for updates, recruitment information, new vacancies and more!
Dec 04, 2025
Full time
Paraplanner - Stockport - Permanent - up to 45,000 DOE We are working with an established and reputable business based in Stockport who are seeking an experienced Paraplanner to join their financial services team. This is a full time permanent role. Duties include: Assist in developing customised financial plans by analyzing client data and objectives. Prepare detailed reports on estate planning, investment management, and tax strategies. Conduct research on securities law, tax regulations, and financial products to support recommendations. Draft wills, trusts, and estate documents in accordance with legal requirements. Support the creation and maintenance of client portfolios using financial software tools. Collaborate with advisors to ensure compliance with industry standards and regulatory guidelines. Monitor market trends and perform financial analysis to inform planning strategies. The ideal candidate will support financial advisors by preparing comprehensive financial plans, conducting research, and ensuring compliance with relevant regulations. This is an excellent opportunity for someone who is looking to take that next step in their career with the opportunity for progression. Send us your CV and call Charlotte or Lucy on (phone number removed) to have a confidential discussion about the role further. Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted. Follow us on LinkedIn and Facebook for updates, recruitment information, new vacancies and more!
Experienced Financial Advisory Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to 40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Financial Advisory Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Financial Advisory Paraplanner career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Dec 04, 2025
Full time
Experienced Financial Advisory Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to 40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Financial Advisory Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Financial Advisory Paraplanner career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.
Oct 08, 2025
Full time
Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
Sep 24, 2025
Full time
IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Sep 24, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.
Sep 23, 2025
Full time
Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.
