Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Apr 01, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi click apply for full job details
Apr 01, 2026
Full time
Paraplanner (Work Life Balance) £40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away Bordon, Hampshire Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus? On offer is the opportunity to join a well-establi click apply for full job details
We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Apr 01, 2026
Full time
We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme
Client Relationship Manager Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience) Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. How to Apply If you are a motivated and detail-oriented professional looking to build your career in financial services, we want to hear from you. Please submit your CV and a short cover note outlining your experience to
Apr 01, 2026
Full time
Client Relationship Manager Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience) Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme. How to Apply If you are a motivated and detail-oriented professional looking to build your career in financial services, we want to hear from you. Please submit your CV and a short cover note outlining your experience to
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Apr 01, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions. This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family. About the Opportunity We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations. Trainee Paraplanner / Technical Assistant - Office Based (Exeter) Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development. Qualified Paraplanner - Remote or Hybrid Working Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements. Key Responsibilities (Level Dependent) Trainee Paraplanner / Technical Assistant Draft Annual Review reports following triage by senior paraplanners. Support the technical and paraplanning team across administrative and technical tasks. Collaborate with advisers, senior paraplanners, client services and the investment team. Maintain accurate client and provider communication via phone, email, letter and face-to-face. Ensure the CRM system (Intelligent Office) remains compliant and up to date. Contribute to an efficient, organised and client-focused office environment. Commit to ongoing professional development and industry qualifications. Qualified Paraplanner Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning. Conduct complex technical analysis and support advisers in client meetings where required. Liaise with clients and providers professionally and proactively. Maintain high compliance standards and ensure accuracy across all documentation. Take responsibility for managing workload independently while contributing to team success. Assist in developing processes and supporting continuous improvement across the paraplanning function. Skills, Attributes & Qualifications Trainee Level Keen to learn and build a long-term career in paraplanning. Willingness to study for and achieve relevant industry qualifications. Qualified Level Demonstrable paraplanning experience within a regulated environment. Industry qualifications preferred (e.g., progressing toward or achieved Diploma level). Salary & Benefits Salary is dependent on experience and qualifications. A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.
Apr 01, 2026
Full time
Paraplanner Opportunities (Trainee or Qualified) - Exeter or Remote/Hybrid Are you looking to build or further develop your career in paraplanning within a progressive, forward-thinking Chartered environment? We are recruiting at two levels - Trainee Paraplanner/Technical Assistant and Qualified Paraplanner - offering the opportunity to join a dynamic, innovative financial planning firm recognised for delivering bespoke investment, pension and tax-efficient planning solutions. This is an exciting time to join a growing and highly successful independent business that embraces cutting-edge technology, high professional standards and a culture that treats clients like family. About the Opportunity We are seeking motivated individuals to join our paraplanning and technical support team. The level at which you join will depend on your experience, qualifications and career aspirations. Trainee Paraplanner / Technical Assistant - Office Based (Exeter) Perfect for someone entering the profession or early in their paraplanning journey. You'll receive full support, training and exposure across the advice process. Office-based working is required to maximise hands-on learning and development. Qualified Paraplanner - Remote or Hybrid Working Ideal for an experienced paraplanner who can confidently support advisers with technical research, suitability reports and client documentation. Flexibility is available, including fully remote or hybrid arrangements. Key Responsibilities (Level Dependent) Trainee Paraplanner / Technical Assistant Draft Annual Review reports following triage by senior paraplanners. Support the technical and paraplanning team across administrative and technical tasks. Collaborate with advisers, senior paraplanners, client services and the investment team. Maintain accurate client and provider communication via phone, email, letter and face-to-face. Ensure the CRM system (Intelligent Office) remains compliant and up to date. Contribute to an efficient, organised and client-focused office environment. Commit to ongoing professional development and industry qualifications. Qualified Paraplanner Produce high-quality suitability reports and supporting research across pensions, investments and tax-efficient planning. Conduct complex technical analysis and support advisers in client meetings where required. Liaise with clients and providers professionally and proactively. Maintain high compliance standards and ensure accuracy across all documentation. Take responsibility for managing workload independently while contributing to team success. Assist in developing processes and supporting continuous improvement across the paraplanning function. Skills, Attributes & Qualifications Trainee Level Keen to learn and build a long-term career in paraplanning. Willingness to study for and achieve relevant industry qualifications. Qualified Level Demonstrable paraplanning experience within a regulated environment. Industry qualifications preferred (e.g., progressing toward or achieved Diploma level). Salary & Benefits Salary is dependent on experience and qualifications. A competitive package is available at both levels, with full training and development support for trainee applicants and flexibility for experienced paraplanners.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Apr 01, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Apr 01, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
Apr 01, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Apprentice Paraplanner / Junior Paraplanner Location: Worcester Salary: £25,000 to £30,000 depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully s click apply for full job details
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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.
Apr 01, 2026
Full time
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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.
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
Apr 01, 2026
Full time
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
Paraplanner (Fully Remote) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus). About the Opportunity Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework. Key Responsibilities Produce high-quality, compliant suitability reports within SJP standards Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records using SJP systems Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with SJP's regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential - strong SJP experience is. Essential Skills & Experience Proven paraplanning experience within an SJP Partner Practice Strong working knowledge of SJP systems, processes and report workflows High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment Comfortable working independently in a remote setting Personal Qualities Professional, discreet and client-focused Analytical, detail-driven and thorough Calm under pressure with a solutions-led approach Proactive, organised and able to manage multiple priorities Keen to develop professionally and progress qualifications What Our Client Offers Fully remote working Fantastic and above-average bonus scheme Full exam support toward Diploma (if not yet completed) Access to SJP training and development pathways Supportive and collaborative team culture Opportunity to work closely with an experienced Managing Partner
Apr 01, 2026
Full time
Paraplanner (Fully Remote) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus). About the Opportunity Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently within an SJP framework. Key Responsibilities Produce high-quality, compliant suitability reports within SJP standards Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records using SJP systems Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with SJP's regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner within an SJP Partner Practice and be confident supporting the full financial planning process. Full DipPFS is not essential - strong SJP experience is. Essential Skills & Experience Proven paraplanning experience within an SJP Partner Practice Strong working knowledge of SJP systems, processes and report workflows High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment Comfortable working independently in a remote setting Personal Qualities Professional, discreet and client-focused Analytical, detail-driven and thorough Calm under pressure with a solutions-led approach Proactive, organised and able to manage multiple priorities Keen to develop professionally and progress qualifications What Our Client Offers Fully remote working Fantastic and above-average bonus scheme Full exam support toward Diploma (if not yet completed) Access to SJP training and development pathways Supportive and collaborative team culture Opportunity to work closely with an experienced Managing Partner
Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Apr 01, 2026
Full time
Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We're working with a growing, forward-thinking financial planning firm in Witney that's looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you'll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You'll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? If you're looking to join a business that values technical excellence, professional development, and a strong team culture, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Paraplanner - Client-Facing Wealth Management Location: Bishop's Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid Working The Opportunity An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop's Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function. This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future. The Role As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions. Key responsibilities include: Producing detailed and compliant suitability reports across a range of financial planning areas Undertaking in-depth technical research to support tailored client recommendations Assisting in the preparation and delivery of annual client reviews Supporting cashflow modelling and long-term financial planning strategies Ensuring the ongoing accuracy and compliance of client files Assisting with internal file audits and regulatory requirements The Culture This firm offers a genuinely collaborative and close-knit environment, where professionalism and camaraderie go hand in hand. Every member of the team contributes to a shared goal of delivering exceptional client outcomes, making it an ideal setting for individuals who value teamwork, integrity, and excellence. The Candidate Diploma qualified or actively progressing towards Level 4 Diploma (with RO exams underway) Proven experience as a Paraplanner within a wealth management or financial planning environment Strong technical knowledge and report writing capability Ambitious, personable, and eager to develop into a client-facing/advisory role The Proposition This role represents a genuine career-defining opportunity. You will receive direct mentorship from a highly charismatic and respected Director, gaining exposure to clients and strategic financial planning from an early stage. Over time, you will be positioned to become the firm's lead Paraplanner, with a clear pathway towards advisory responsibility. The business offers a comprehensive and highly competitive package including: A generous basic salary of £40,000 - £55,000 A lucrative annual bonus Full study support towards Chartered status Hybrid working flexibility A supportive, forward-thinking environment with long-term progression Next Steps If you are currently operating within a private client wealth management environment and seeking a more progressive, client-centric paraplanning role, this opportunity should not be overlooked. For a confidential discussion, please contact Ryan at Financial Divisions.
Apr 01, 2026
Full time
Paraplanner - Client-Facing Wealth Management Location: Bishop's Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid Working The Opportunity An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop's Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function. This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future. The Role As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions. Key responsibilities include: Producing detailed and compliant suitability reports across a range of financial planning areas Undertaking in-depth technical research to support tailored client recommendations Assisting in the preparation and delivery of annual client reviews Supporting cashflow modelling and long-term financial planning strategies Ensuring the ongoing accuracy and compliance of client files Assisting with internal file audits and regulatory requirements The Culture This firm offers a genuinely collaborative and close-knit environment, where professionalism and camaraderie go hand in hand. Every member of the team contributes to a shared goal of delivering exceptional client outcomes, making it an ideal setting for individuals who value teamwork, integrity, and excellence. The Candidate Diploma qualified or actively progressing towards Level 4 Diploma (with RO exams underway) Proven experience as a Paraplanner within a wealth management or financial planning environment Strong technical knowledge and report writing capability Ambitious, personable, and eager to develop into a client-facing/advisory role The Proposition This role represents a genuine career-defining opportunity. You will receive direct mentorship from a highly charismatic and respected Director, gaining exposure to clients and strategic financial planning from an early stage. Over time, you will be positioned to become the firm's lead Paraplanner, with a clear pathway towards advisory responsibility. The business offers a comprehensive and highly competitive package including: A generous basic salary of £40,000 - £55,000 A lucrative annual bonus Full study support towards Chartered status Hybrid working flexibility A supportive, forward-thinking environment with long-term progression Next Steps If you are currently operating within a private client wealth management environment and seeking a more progressive, client-centric paraplanning role, this opportunity should not be overlooked. For a confidential discussion, please contact Ryan at Financial Divisions.
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Apr 01, 2026
Full time
Paraplanner Team Leader Birmingham Salary up to £45,000 Benefits Annual Leave : 25 days plus bank holidays (Plus birthday leave for free) Auto Enrolment Pension Scheme : 5% Employee + 3% Employer Death In Service (after 3 months) - 4 x salary Bonus Scheme Are you an experienced Paraplanner or Technical Specialist ready to step into a leadership role? This is an exciting opportunity to lead a high-performing Technical/Paraplanning team, driving quality, efficiency, and continuous improvement across the financial planning process. The Role As Technical Team Leader, you will oversee the day-to-day activities of the Technical/Paraplanning function, ensuring workflow is managed effectively and service levels are consistently met. You will play a key role in developing your team, maintaining high compliance standards, and supporting the delivery of excellent client outcomes. This is a hands-on leadership role, combining people management with technical expertise. Key Responsibilities Lead, mentor, and develop a team of Paraplanners, Technical Specialists, and Apprentices Manage workflow distribution to ensure deadlines and service levels are met Oversee the preparation and review of complex suitability reports and financial planning documentation Act as the main escalation point for technical queries from advisers and client servicing teams Collaborate with senior management to drive strategic initiatives and process improvements Work closely with Compliance to ensure regulatory standards and training requirements are maintained Monitor team performance, conduct reviews, and support ongoing development Maintain and improve report templates, tools, and internal procedures Produce and analyse management information for leadership reporting Support the team with technical work where required, including research, tax calculations, and cashflow modelling Ensure a client-centric approach across all outputs, delivering clear and high-quality advice documentation About You Significant experience in a Paraplanning or Technical role within financial services Previous experience managing, mentoring, or leading a team Strong technical knowledge across pensions, investments, tax planning, and financial strategies Experience producing and reviewing complex suitability reports Excellent communication skills, both written and verbal Highly organised with the ability to manage multiple priorities in a fast-paced environment Strong analytical and problem-solving skills Confident delivering training and supporting team development Diploma in Financial Planning (or working towards) Technical Skills Strong IT skills with experience in back-office and financial planning systems Experience with tools such as Intelligent Office, FE Analytics, and cashflow modelling software (e.g. Voyant) is advantageous Why Apply? This is a fantastic opportunity to step into a leadership role where you can shape a technical team, influence business processes, and play a key part in delivering high-quality financial planning services. Apply today via NJR Recruitment or call quoting the reference NJR16574 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details
Apr 01, 2026
Full time
Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs. They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future. They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams. The role would include: Preparing and maintaining client files, Preparing and implementing recommendations Ensuring all compliance paperwork is present Due diligence associated to the investment committee Assisting in providing technical support Coaching of team members Writing reports based on client's requirements Being a point of reference for advisers Consistently researching and reviewing market products available The ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation Reports Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential) Excellent organisational skills Ability to work on own initiative and plan own workload Thorough understanding of all compliance regulations Good decision-making skills Use initiative based on the findings of their research Level 4 Diploma qualified or near to completing Supervisory experience would be beneficial Adaptable and happy to take on new challenges Interest/experience in Financial Services Marketing/blog writing (preferred) Interest/experience in Later Life Financial Advice / Planning (preferred)
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Apr 01, 2026
Full time
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team. About the Role They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You'll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients. About the company The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients' lives.They believe that great paraplanning is a career, not a stepping stone. That's why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team. Responsibilities Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions. Attend client meetings and help translate their goals into robust financial strategies and cashflow plans. Carry out deep technical research, product analysis, and portfolio review work. Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations. Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience. Working closely with the team to design smart, personalised plans as new clients come on board Helping review work and giving helpful feedback to support junior team members Work with our support team to ensure plans are implemented smoothly and efficiently. Contribute to ongoing innovation and best-practice development within the planning team. What They are Looking For Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies. Diploma in Financial Planning (DipPFS) or equivalent In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios Competent in using cashflow modelling tools - ideally Voyant. Excellent communicator - able to build rapport with clients and team members alike. A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset. Someone who takes pride in delivering outstanding advice and outcomes, not just outputs. The Perks Competitive salary (£50 - 60k DOE) Bonus scheme 25 days holiday + bank holidays Early finish Fridays Private medical insurance Life insurance & income protection Company pension scheme Ongoing training & full exam support Flexible Working They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation) However, they are a client-first firm, and flexibility is key -so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
Apr 01, 2026
Full time
Financial Planner - St Albans Location: St Albans, Hertfordshire Salary: Competitive basic + bonus + benefits Client Bank: Circa £30m AUM (handover from retiring adviser) Experience: 3-5 years as a Financial Adviser / Planner The Opportunity I'm recruiting on behalf of a highly regarded, independent wealth management firm based in St Albans , who are looking for an experienced Financial Planner to take over part of an established client bank from a retiring adviser. This is a rare opportunity to step into a high-quality portfolio (approx. £30m AUM ) and continue delivering outstanding financial planning advice, with full support and a smooth client handover. Role Overview Manage and develop a portfolio of existing clients, ensuring a seamless transition Deliver holistic financial planning across pensions, investments, protection, and estate planning Build long-term client relationships and uphold the firm's reputation for quality advice Work alongside a dedicated paraplanning and administrative team Generate additional business through referrals and ongoing client engagement About You Level 4 Diploma qualified (Chartered or working towards is advantageous) Proven experience as a Financial Planner / Adviser (minimum 3 years) Strong technical knowledge across all areas of financial planning Excellent communication and relationship management skills Professional, ethical, and client-focused approach What's on Offer Warm handover of existing clients (c. £30m AUM) Competitive salary and attractive bonus potential Full back-office support from experienced paraplanners and administrators Genuine long-term career progression, with potential for partnership or equity This is an excellent opportunity for a Financial Planner who values long-term client relationships and wants to work within a supportive, forward-thinking firm.
