1322 jobs found

Senior Paraplanner - Senior Paraplanning - SJP Partner Practice Salary £43,000-£55,0000 + Bonus Are you an experienced SJP Paraplanner ready to step up, lead from the front, and play a pivotal role within a thriving, 12-Advisor practice? A dynamic and highly successful Partner Practice of St. James's Place is seeking a Senior Paraplanner to head up a talented team of four Paraplanners, based in a vibrant open-plan office in Woking. This is not just another paraplanning role. This is an opportunity to lead, mentor and influence within a collaborative environment where every voice is heard and good ideas are acted upon. The Opportunity You will be the technical backbone of the practice, supporting two senior Advisers directly while also providing oversight, mentorship and structure to two junior Paraplanners within the team. You'll operate at senior level, taking ownership of complex cases, ensuring technical excellence, and driving high standards across all paraplanning output. The practice has an energetic culture, an active social scene, and a genuinely supportive team ethos. They are looking for someone who enjoys being part of a business - not just employed by one. Key Responsibilities • Leading and mentoring a small team of four Paraplanners • Supporting two senior Advisers with complex and high-value client cases • Preparing detailed suitability reports in line with SJP standards and FCA requirements • Conducting in-depth research across pensions, investments, protection and retirement planning (within the SJP proposition) • Analysing client objectives, existing arrangements and risk profiles • Cashflow modelling and lifetime planning analysis • Ensuring all documentation meets compliance and regulatory standards • Acting as a technical point of reference within the team • Liaising with Advisers, Administrators and SJP technical support • Maintaining accurate client records and back-office systems What We're Looking For • Proven experience as a Paraplanner within an SJP Partner Practice (not essential) • Level 4 Diploma in Financial Planning (desirable) • Working towards Chartered status (desirable) • Strong technical knowledge across pensions, investments and tax planning • Excellent suitability report writing skills • Experience with cashflow modelling tools • A natural mentor who enjoys developing junior team members • Organised, methodical and confident managing multiple cases Personal Qualities • Detail-driven and analytically strong • Comfortable leading within a collaborative team • Professional, calm and deadline-focused • Pragmatic, solutions-led communicator • Motivated to continuously improve standards and processes What's On Offer • Competitive basic salary • Discretionary bonus • Pension contribution • Ongoing professional development • Support towards further qualifications including Chartered • A modern, open-plan office environment in Woking • A collaborative culture with regular team socials • The chance to genuinely shape and influence a growing SJP practice If you're a senior SJP Paraplanner who wants more influence, more responsibility, and the opportunity to lead within a forward-thinking, people-first practice - this role offers exactly that. For a confidential discussion, contact Ryan at Financial Divisions.

Are you an experienced paraplanner within an St. James's Place Partner Practice ready to step into a senior, influential role? A highly successful and well-established 12-Advisor SJP Partner Practice in Woking is seeking a Senior Paraplanner to lead and develop a team of four within a dynamic, open-plan office environment. This is far more than a traditional paraplanning role. It's an opportunity to lead from the front, shape technical standards, mentor junior colleagues, and become a central figure within a collaborative and ambitious business. The Opportunity As Senior Paraplanner, you will act as the technical backbone of the practice. You'll directly support two senior Advisers on complex, high-value cases, while also overseeing and mentoring two junior paraplanners within the wider team. You will take ownership of complex planning strategies, ensure excellence in suitability reporting, and drive consistency and quality across all paraplanning output. The practice offers a vibrant, energetic culture with a strong team ethos and active social calendar. They are seeking someone who wants to be part of building a business - not simply employed by one. Key Responsibilities Lead, mentor and develop a team of four paraplanners Support two senior Advisers with complex and high-net-worth client cases Prepare detailed suitability reports in line with SJP standards and FCA requirements Conduct in-depth research across pensions, investments, protection and retirement planning (within the SJP proposition) Analyse client objectives, existing arrangements and risk profiles Undertake cashflow modelling and lifetime financial planning analysis Ensure all documentation meets compliance and regulatory standards Act as the technical reference point within the team Liaise with Advisers, Administrators and SJP technical support Maintain accurate client records and back-office systems About You Proven experience as a Paraplanner (SJP experience advantageous but not essential) Level 4 Diploma in Financial Planning (desirable) Working towards Chartered status (desirable) Strong technical knowledge across pensions, investments and tax planning Excellent suitability report writing ability Experience using cashflow modelling tools A natural mentor who enjoys developing junior team members Highly organised, methodical and confident managing multiple cases Personal Attributes Detail-driven with strong analytical skills Comfortable leading within a collaborative team environment Professional, calm and deadline-focused Pragmatic, solutions-oriented communicator Motivated to continuously improve standards and processes What's On Offer Competitive basic salary (£43,000 - £55,000) Discretionary bonus Pension contribution Ongoing professional development Support towards further qualifications, including Chartered status Modern open-plan offices in Woking Collaborative culture with regular team social events Genuine opportunity to influence and shape a growing SJP Partner Practice If you are a senior SJP paraplanner seeking greater influence, responsibility, and leadership within a forward-thinking, people-focused environment, this role offers exactly that. For a confidential discussion, please contact Sam at Financial Divisions.

Qualified Paraplanner Location: Edgbaston Salary: Up to £45,000 (dependent on experience) Role Purpose An excellent opportunity has arisen for an experienced Paraplanner to join a professional and client-focused financial planning team in Edgbaston. You will work closely with Financial Planners to deliver compliant, high-quality advice, ensuring clients receive clear, well-researched and professionally prepared suitability reports and recommendations. This role is ideal for a technically strong paraplanner who enjoys research, report writing, and contributing to robust compliance and due diligence processes. Key Responsibilities Work closely with Financial Planners to understand client objectives and planning needs Assist in gathering information and supporting administrators to ensure comprehensive client data is obtained Identify planning opportunities and research appropriate solutions, including tax calculations where required Ensure all information aligns with 'Know Your Client' (KYC) principles and internal policies Prepare detailed suitability reports and recommendations for Financial Planner approval Ensure all compliance documentation is complete prior to presentation of advice Obtain client declarations and signed authorisations before any transaction takes place Conduct fund research and analysis using tools such as FE Analytics Produce pension switch analysis using Selectapension Prepare cashflow reports using Conquest Maintain suitability report templates in line with regulatory and tax year changes Maintain a due diligence library covering funds, providers and platforms Prepare monthly cumulative return tables for Financial Planners and Team Leaders Knowledge & Experience Minimum 2 years' experience in a Paraplanning role within an IFA firm DipPFS qualified or equivalent Level 4 qualification Strong understanding of the full financial planning process Experience across a broad range of financial products Confident using financial planning and research software Strong attention to detail and commitment to compliance Key Competencies High-quality service delivery Strong client communication skills Team collaboration Excellent planning and prioritisation Ability to work independently and achieve agreed outcomes Integrity, honesty and professionalism Adaptable and enthusiastic approach Reliable and dependable Benefits include: 3% employer pension contribution (salary sacrifice available) 23 days annual leave plus Bank Holidays (increasing to 25 days with service) 4x salary Group Life cover Income Protection Company Sick Pay Employee Assistance Programme Financial wellbeing support ( Available following successful completion of probation.) Apply today via NJR Recruitment or call quoting the reference NJR16505 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.

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-established Financial Services firm that is continuing to grow. They are a tight-knit branch that has been established for over 20 years and pride themselves on staff retention and a supportive culture. Your role will involve carrying out full paraplanning activities to support the Advisors. This will include fact-finding analysis, research, cashflow modelling, preparing detailed suitability reports, pension and investment comparisons, and undertaking technical work to ensure compliant and high-quality advice. Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK-based weekend away. This role would suit an experienced Paraplanner looking to join a tight-knit business that offers long-term stability, a generous bonus scheme, and 33 days' holiday. The Role Full paraplanning responsibilities Producing detailed suitability reports Research and technical analysis across pensions and investments Cashflow modelling and fund research 9am-5pm The Person Experience in a Paraplanning role Strong technical knowledge of pensions and investments Experience producing suitability reports Reference number: Key words: Paraplanner, Paraplanning, Finance, Asset Management, Pension, Investments, Bonds, ISA, Cashflow Modelling, Advisors, IFA, Practice, Kingsley, Bordon, Alton, Haslemere, Liphook, Hampshire. 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 remuneration 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&Cs, Privacy Policy, and Disclaimers which can be found on our website.

Paraplanner Location: Shropshire/RemoteContract: Permanent Salary: £34,000 - £45,000 per annum Start Date: Flexible Hybrid/Remote Working Contact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a financial planning firm based in Shropshire This is an excellent opportunity for a dedicated and detail-oriented professional to support Financial Advisers by preparing comprehensive reports, analysing client data, and assisting in the development of tailored financial plans. The role offers strong exposure to investments and pensions work within a supportive and professional environment. Key Responsibilities Prepare detailed financial planning reports and supporting documentation for client meetings. Analyse client financial data to identify suitable planning solutions. Assist in developing customised financial plans aligned to client goals. Maintain accurate and organised client records using Microsoft Office systems. Support compliance processes, ensuring all documentation is accurate and up to date. Manage administrative tasks, including maintaining filing systems and workflow tracking. Collaborate with senior team members to improve processes and enhance efficiency. Communicate effectively with advisers and internal stakeholders to support service delivery. Candidate Criteria Minimum 2 years' paraplanning experience, specifically working with investments and pensions. Minimum Level 4 Diploma qualification in Financial Services. Strong report writing and analytical skills with high attention to detail. Solid knowledge of financial planning principles, including pensions and investments. Excellent organisational and time management skills. Proficiency in Microsoft Office (Word, Excel, Outlook). Strong written and verbal communication skills. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Paraplanner Location: OxfordshireContract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .uk Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm.This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs.The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available. Key Responsibilities Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies. Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions. Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients. Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations. Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data. Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new business documentation is completed. Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings. Compliance Support: Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards. Continuous Development: Stay up to date with financial legislation, market trends, and product developments. General Administrative Support: Providing administrative support as and when required. Candidate Criteria DipPFS/Level 4 Diploma Qualified Strong experience working in a Paraplanner role within Financial Services. In-depth knowledge of Financial Planning and financial services products. Experience drafting suitability reports and preparing cashflow forecasts. Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Senior Civil Engineer Newcastle A leading multidisciplinary Consultancy with a strong national presence is seeking a Senior Civil Infrastructure Engineer to join its Newcastle office. The Consultancy delivers a comprehensive array of civil engineering consultancy services, ranging from small-scale infrastructure assessments to large strategic transport schemes. Regardless of a project's size, nature or complexity, it possesses the depth of technical expertise required to meet diverse client needs across both public and private sectors. Its extensive portfolio spans roads, bridges, sewers, water supply systems, communication networks, energy facilities, airports, public transportation systems, flood defences, canals, dams, ports, harbours, mining operations and railways. In addition, the Consultancy supports residential, commercial and mixed-use developments with integrated infrastructure solutions, including highways and drainage design. Involvement in civil engineering design and implementation extends across all stages of the project lifecycle. The Consultancy has a proven track record of adding value through feasibility studies, conceptual design, option assessments, detailed design, statutory procedures, public inquiries, contract documentation, site supervision and long-term asset management. By coordinating multiple civil engineering disciplines through dedicated project teams and carefully managing risk, it consistently delivers designs aligned with project objectives, programme requirements and budget constraints. You will play a key role in the technical delivery and management of infrastructure projects within this collaborative environment. Responsibilities include leading the design of highway and drainage schemes, preparing and reviewing detailed calculations, drawings, specifications and reports, and ensuring compliance with relevant UK standards and local authority requirements. The successful candidate will liaise with clients, planners and statutory authorities, contributing to planning submissions, highway and water authority agreements, and technical reports such as drainage strategies and flood risk assessments. The role requires strong project management capability, including programme and resource coordination, commercial awareness and the ability to mentor and develop junior engineers. Excellent written and verbal communication skills are essential, along with the confidence to represent the Consultancy at meetings and external forums. Applicants should hold a relevant engineering degree and be Chartered, or working towards Chartered status, with a recognised professional institution. Significant consultancy experience in the delivery of civil engineering and infrastructure schemes is essential, together with proficiency in relevant industry design software. A full UK driving licence is required. In return, the Consultancy offers a competitive salary, comprehensive benefits package, structured professional development and clear opportunities for career progression within a supportive and forward-thinking environment. For more information about this role, please contact Sam at Calibre Search or click apply Calibre Search promote equality in the workplace and we welcome applications from all suitably skilled or qualified candidates regardless of their sex, race, disability, religion/beliefs, sexual orientation or age. We act as both an employment agency and employment business.

Location - Buckinghamshire - (although home based, clients are based throughout the Bucks/Beds/Herts area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm client bank spread across the Buckinghamshire region What's on offer: Hybrid working - Mix home-based flexibility with time in a professional. Established client bank - Inherit a high-quality portfolio of engaged clients throughout Beds., Bucks. and Herts. Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection. No sales targets or prospecting - Focus purely on meaningful client relationships and delivering trusted advice. Clear career path - Progression opportunities including support towards Chartered status and long-term partnership prospects. Package & Benefits: Base salary of £50,000-£65,000 , with a realistic first-year OTE of £75,000-£100,000+ Bonuses linked to client retention and quality of service, not product sales Bonus paid for every completed review meeting Steady flow of ongoing referrals and internal introductions Full paraplanning and admin support to allow you to focus on clients, not paperwork Long-term career growth within a respected, values-led advisory firm Ideal Candidate: Level 4 Diploma in Regulated Financial Planning (or equivalent) Minimum 3 years' experience delivering regulated advice in a private client setting A client-centric, relationship-driven approach to financial planning Ambition to attain Chartered status (or already Chartered) Based within commutable distance of clients who are based across the Bucks, Beds and Herts region with flexibility to travel for client meetings Whether you're a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships. Apply with your CV to Ryan Wootten at Financial Divisions.

Financial Adviser Vacancy FULLY REMOTE ROLE Clients in Buckinghamshire, Bedfordshire & Hertfordshire Manage £30m AUM book of clients - 100 clients £60k - £70k basic salary plus guaranteed bonus £10k for servicing clients 10% bonuses on all fees you generate (initial and ongoing) - NO VALIDATION Realistic earnings of £90k - £100k in year 1 My client are an established Chartered IFA who are seeking to recruit an employed adviser on a fully remote basis, but you will be expected to meet clients who are spread across Buckinghamshire, Bedfordshire & Hertfordshire. You will be given a client bank of 100 retirees and families who need servicing on their pensions, investments, retirement planning, IHT and estate planning needs. Full admin and paraplanning will be provided from a pooled team and you will be tasked to focus on looking after the clients and generate new business opportunities from the existing client bank. An average client has £750k of invested assets, a few with significantly more. Although this is a fully remote role, you will need to be resident across Bucks, Bedfordshire or Herts as some clients will wish to meet face to face. Would this be of interest at all? get in touch with Peter at Financial Divisions.

Location: Croydon (Office-based, Monday to Friday) Salary: £45,000 - £60,000 (Dependent on Experience) Job Type: Full-Time, Permanent Diploma Qualified Paraplanner Ready to Step Up? An established and highly regarded Independent Financial Advice firm in Croydon is seeking a Diploma-qualified Senior Paraplanner or Junior Financial Adviser to transition into a fully client-facing Wealth Planner role. This is a genuine career opportunity offering structured progression, an existing client bank and a clear route towards becoming an established Independent Financial Adviser with your own portfolio. This position is ideal for an ambitious Level 4 qualified financial planning professional looking to move from technical report writing into advising, with full mentoring and support from experienced Wealth Managers. The Opportunity You will work closely with Senior Advisers, gradually inheriting and supporting an existing portfolio of clients while developing your own client base. Initially office-based in Croydon Monday to Friday, the role offers long-term flexibility once you are fully established as an Adviser. This is not a cold-start advisory position. You will benefit from: • An existing client bank of 100+ live clients • Approximately £15m in Assets Under Management to support your advisory track record • A structured transition plan from paraplanning to advising • Ongoing mentoring from experienced Wealth Managers Key Responsibilities • Design and deliver holistic financial planning solutions for high-net-worth individuals and business owners • Provide advice across pensions, investments, retirement planning, protection, tax planning and estate planning • Prepare and present suitability reports in line with FCA regulations • Attend and lead client meetings, building long-term trusted relationships • Manage ongoing client reviews, retention and servicing • Maintain high compliance and regulatory standards • Develop and grow your own client portfolio over time Client Focus The firm provides comprehensive independent financial advice including: • Pension planning & retirement advice • Investment management • Protection planning • Estate & inheritance tax planning • Corporate and employee benefits advice About You • Diploma in Regulated Financial Planning (Level 4 Qualified) • Currently a Senior Paraplanner or Junior IFA ready to become client-facing • Strong technical knowledge across pensions, investments and tax-efficient planning • Confident communicator with the ability to explain complex advice clearly • Motivated by progression towards Chartered Financial Planner status • Comfortable working office-based in Croydon What's On Offer • Basic salary up to £60,000 (DOE) • Clear pathway to becoming a fully established Independent Financial Adviser • Inherited client bank and Assets Under Management • Full study support towards Chartered status • Supportive, collaborative advice team • Long-term career progression within a growing Wealth Management firm Why Apply? This role offers the rare opportunity to step into advising with real structure, real clients and real assets - without the pressure of building everything from scratch. If you are technically strong but ready to take ownership of client relationships and develop as a Wealth Planner, this is an ideal next step in your Financial Services career. To apply for this Croydon-based Independent Financial Adviser role, please send your CV to Ryan at Financial Divisions.

Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. Ideally Dip PFS qualified or equivalent Level 4 qualification Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreed outcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover x4 salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events

Templegate Recruitment Specialist Recruiters in Financial Services Job Title : Paraplanner Location : Colchester (Office-based, hybrid options available) Salary: £27,000-£35,000 Benefits: Pension Private healthcare Flexible working (work from home 2-3 days per week) About the Company : Our client is a growing financial services firm committed to delivering exceptional client service and supporting the professional development of their team. With a strong focus on career progression, high-quality training, and clear performance targets, they offer a supportive and structured environment for Paraplanners to thrive. Key Responsibilities : Paraplanning & Casework Meet monthly team case targets. Produce high-quality suitability letters with in-depth CFR checks. Liaise with providers for data and follow up on feedback from Business Assurance. Prepare CYC calculations Client Service & Communication Provide professional, high-level service to clients. Identify potential client issues and escalate appropriately. Communicate process changes and updates to clients. Update tasks and case trackers to maintain efficiency and meet deadlines. Cover colleagues' tasks during absences. What We're Looking For : Proven SJP experience (administrative and/or paraplanning). Strong attention to detail and commitment to high-quality client service. Ability to meet deadlines and manage multiple cases efficiently. Commitment to ongoing professional development and CPD. Team-oriented, flexible, and proactive approach. Desirable Skills : Experience producing suitability letters and conducting CFR checks. Ability to mentor or support junior team members. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

A well-established leading wealth management and financial planning firms is looking to appoint an experienced Financial Advisor to join its Bristol team. This is a fantastic opportunity for a qualified Advisor who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. You'll manage existing client relationships, conduct annual reviews, identify new opportunities and contribute to new business growth. You'll be supported by Paraplanners, Administrators, compliance and investment specialists, allowing you to focus on high-quality advice and client outcomes. The firm was recognised by Investors' Chronicle as a 5-star Wealth Manager. What They're Looking For Level 4 diploma (ideally working towards Chartered) CAS + current SPS Strong experience delivering holistic advice Comfortable using cashflow modelling tools Commercially minded with a proactive approach to business development Excellent communicator with strong report-writing skills Those who are excellent at business development Package Generous bonus structure Private medical insurance Health cash plan Group life cover Group income protection 30 days annual leave 8% employer pension contribution If you're an ambitious, client-centric Advisor who wants to combine quality advice with genuine growth opportunity in the South West, I'd love to have a confidential conversation. Message me directly or email to find out more - 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.

Job Role An exciting new opportunity has just arisen with our client who are a Tax and Wealth Management company. They are now looking to recruit a new member for their Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor's earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are looking for longevity and are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business. Key responsibilities Servicing an existing client bank and generating new opportunities Be able to assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters Strong communicator and relationship manager Committed to ongoing personal and professional development A candidate that has a 'go to' attitude and able to self-generate own business leads Able to build strong relationships with both the clients and the team you will be working with. Keep up to date with financial products and legislation and comply with all industry rules and regulations. Essential Experience as a Financial advisor (Wealth Management) The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice Looking to progress in their career and become chartered (if not already) Needs to be Flexibility/ adaptability to cope with change Needs to be computer literate, ideally used the following systems; (but not essential) Dynamic Planner Intelligent office Selecta pension Benefits Uncapped bonus potential Pension and death in service benefits after qualifying probation period Bonus payable after validation period Also, happy to look at self-employed basis Hybrid working

What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage. Location & Flexibility: While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely. Key Highlights of the Opportunity: Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time. High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection. Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate. Growth & Stability: Privately owned, with the agility and ambition to back new initiatives - and the track record to prove it. First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career. The Role: You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients - business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals. Comprehensive Benefits Package: £70k - £80k base salary (plus highly of bonus of £30k - £40k) Car allowance 5.5% employer pension contribution 28 days holiday (plus bank holidays) Private Medical Insurance Critical Illness cover Life cover Flexible/remote working Next Steps: Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.

Senior Paraplanner (Chartered) - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £65,000 Are you a Chartered Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment? We're working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will work closely with Financial Planners, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role - you'll be heavily involved in complex planning and high-net-worth strategies. Key Requirements Chartered status (essential) Minimum 5 years' experience as a Senior Paraplanner within an Independent IFA firm Strong technical expertise in: Venture Capital Trusts (VCTs) Enterprise Investment Schemes (EIS) Business Relief Complex tax planning Pensions & investment strategies Experience dealing with high-net-worth clients Ability to work independently while supporting Advisers at a senior level What's on Offer £65,000-£70,000 basic salary Hybrid working (3 days office / 2 days home) High-quality, technically challenging work Supportive, professional environment Clear long-term career progression This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team. If you'd like to have a confidential discussion, please get in touch.

My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits Continue to develop and forge strong relationships with clients, maintaining them to the highest standard over time Stay abreast of market trends, regulatory changes, and best practices to provide informed, compliant advice Collaborate with internal teams to ensure seamless client experience and adherence to compliance standards Requirements Proven experience as a Senior Financial Planner or similar role, advising High Net Worth individuals Strong technical knowledge of investments, pensions, tax planning, and estate planning Exceptional communication skills, with the ability to simplify complex concepts for clients Excellent interpersonal skills and a track record of building long-term client relationships Relevant qualifications (e.g., Level 4 Diploma in Financial Planning or Chartered status preferred) A proactive, responsible approach to business development and client acquisition Why Join? Opportunity to manage a prestigious client bank with significant assets Supportive environment with a focus on professional growth and development Competitive remuneration and benefits package 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.

Recruit UK is currently working with one of the Largest IFA firm's in the UK to fill a Financial Planner role. This opportunity includes a client bank with over 100 clients with between £300k - £500k to invest. Please see the below if interested. Job Title: Financial Adviser Industry: Financial Services Location: Farnborough Salary: Up to £80,000 Job Ref: 10121 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Farnborough. Company: This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Role: Financial Adviser Manage, develop and grow an existing HNW client bank. Deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Full paraplanning and admin support. What's in it for you: Competitive starting salary up to £80k+ Existing HNW client bank 100+ c£250k+ ongoing fees HNW Client leads - Typical clients £300k - £500k to invest Excellent bonus schemes - OTE £100k+ Excellent Benefits: DIS, Flex Bens, Pension Flex working - home/office based IFA, Paraplanning, Compliance and Administration support Study support Skills and experience required: Diploma (Dip PFS) or equivalent Would suit adviser with at least 2 years HNW Client Servicing experience 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 well established Financial Advice firm, offices in Farnborough on a Financial Adviser role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.