87 jobs found

Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank Inheritance: £18M AUM 125 Clients A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well-maintained client book in Leicestershire. This is a field-based, self-employed role offering both income stability from day one and significant scope to grow. The Opportunity You will take over a client portfolio originally built by a now-retired adviser, comprising approximately 125 households with circa £18M assets under management . Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM , with a healthy mix of larger and smaller cases. The existing clients pay 1% ongoing fees, which generates £180,000 ongoing fee income and provides a stable basic income of approximately £56,000 in the first year , before any new business is written and after Paraplanning & Admin fees are subtracted. Income Structure Ongoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review services New Business (from inherited book): 50% split Self-generated new business: 60% split Immediate earnings from existing ongoing fees Support & Infrastructure Paraplanning & Admin Support: Provided, subject to fees - can be discussed during interview process PI Insurance & Compliance: Fully provided Lead Generation: Strong historic lead flow, especially via teaching sector specialism, webinars, seminars, and warm leads Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover) What We're Looking For Minimum 3+ years' experience as an IFA / Financial Planner Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) Strong communication and relationship-management skills Comfortable working autonomously in a field-based environment Client-centric, ethical, and proactive Your Role Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning Maintain and grow established client relationships Develop new business from existing clients and through external opportunities Uphold the highest standards of FCA compliance Why This Opportunity? Immediate income stability with a £56,000 baseline in year one Ready-made client bank with strong long-term potential Supportive infrastructure without the limitations of an employed model Real autonomy to manage your business how you want Proven lead-generation model and strong adviser community

Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £18m invested. Total AUM for the business is £300m with an ambition to grow this to £500m. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Paraplanner Bristol £38,000 - £45,000 An excellent opportunity has arisen for a Diploma-qualified Paraplanner to join a well-established and growing financial planning firm in Bristol. This role offers the chance to work within a supportive and professional environment where building a strong business support team is key to delivering outstanding service to clients and Financial Advisers. The successful candidate will work closely with advisers to support the financial planning process and ensure the delivery of high-quality, compliant advice. This is an ideal opportunity for a technically strong paraplanner looking to further develop their career, with support available for those wishing to progress towards Chartered status. Role Responsibilities Conduct detailed financial analysis to support the development of financial plans Use financial planning software to model financial scenarios and projections Prepare and review investment proposals and financial reports for clients Collaborate with Financial Advisers to develop and implement tailored financial strategies Research financial products, providers and investment opportunities Ensure all work complies with regulatory requirements and company procedures Maintain accurate and up-to-date client records and documentation Qualifications CII Level 4 Diploma in Financial Planning (or equivalent) - essential Desire to work towards Chartered status is encouraged and supported Knowledge & Experience Strong understanding of investments, pensions, personal tax, estate planning and protection Ability to perform basic tax calculations Experience supporting the delivery of financial advice within a financial services environment Ability to research, learn and apply new financial planning knowledge What's in it for you? Genuinely competitive salary up to £45,000 Hybrid Working Death in Service Income Protection Salary Sacrifice Schemes Opportunities for growth within a Chartered financial planning firm 25 days holiday + Bank Holidays Flexi Hours This is a fantastic opportunity to join a growing organisation where you can further develop your technical expertise while contributing to a high-quality financial planning service. Apply today via NJR Recruitment or call quoting the reference NJR16723 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.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Our client is a highly respected, prestigious wealth management and family office , serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe. If you're ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market. The Opportunity As an experienced Paraplanner, you'll already have a reputation for delivering high-quality, relationship-led support. In this role, you'll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role. This is not a back-office role. You'll be actively involved in client meetings , helping to formulate recommendations and gaining real visibility across complex client relationships. The Role Suitability report writing - clear, compliant, technically robust Technical research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Organised, detail-focused, and passionate about supporting clients and their families Progress toward Chartered status is a plus, not a requirement What's On Offer Structured training programme with a clear route to Adviser Opportunity to work alongside an experienced Adviser Great culture with low staff turnover A stable, well-regarded firm with a strong client base Why This Role? Genuine opportunities offering a true pathway from Paraplanner to Adviser , with full training and support, are rare. This firm is committed to developing the right individual and providing the exposure needed to progress confidently into advice. If this role is of interest, please send your CV to Laura at Financial Divisions

My client is a progressive national firm of Chartered Financial Planners, with over 5 regional offices across the UK. They are providing their clients with independent financial advice and they are looking for a Trainee Financial Planner to join their business to work from their Norwich office. Are you an existing Paraplanner who is looking to move into an Advice role? Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Current Paraplanner, Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background You WILL be required to hold the Level 4 qualification as a minimum in Financial Advice, although Chartered qualified is a preference. Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

£47,000 - £52,000 Basic Salary + Bonus + Full Study Support + Excellent Benefits Chartered Wealth Management Firm Adviser Progression Pathway Strong Technical Support Structure An outstanding opportunity has arisen for a Diploma-qualified Paraplanner to join one of the UK's leading Chartered Wealth Management firms. This is a genuinely career-focused opportunity within a highly respected business that has grown organically and consistently, more than trebling in size over recent years. The firm has a long-standing reputation for developing talent internally and providing clear progression routes into advisory roles. Having successfully placed multiple professionals into this business over the past decade, it is clear this is an organisation that invests heavily in people, technical development and long-term career progression. This particular role has arisen following internal progression, with a Senior Paraplanner stepping into a client-facing advisory role. The firm is now seeking a similarly ambitious Paraplanner to follow the same development path. The Opportunity You will work closely with high-performing Financial Advisers, providing end-to-end technical paraplanning support within a highly structured and collaborative environment. As you develop within the role, you will gain increasing exposure to client meetings, technical discussions and cashflow-led financial planning, with a clear pathway towards becoming a Financial Adviser. Your responsibilities will include: • Providing comprehensive end-to-end paraplanning support to senior Financial Advisers • Preparing detailed suitability reports across pensions, investments, tax and retirement planning • Conducting technical research and product analysis to support client recommendations • Attending client meetings in the City office as you progress in the role • Supporting and contributing to recommendation discussions and financial planning strategies • Presenting Voyant cashflow modelling outputs to clients at review meetings (with training provided where required) • Liaising closely with advisers, paraplanning colleagues and the wider technical team • Ensuring all advice is fully compliant and meets FCA standards • Supporting ongoing development of client relationships alongside advisers • Managing workflow and maintaining high standards of accuracy and delivery Requirements • Level 4 Diploma in Regulated Financial Planning (essential) • Minimum 2 years' paraplanning experience within an IFA or Wealth Management environment • Strong technical knowledge across pensions, investments and retirement planning • Experience preparing or supporting suitability reports • Exposure to cashflow modelling (Voyant desirable but not essential - training provided) • Strong analytical and communication skills • Confident working closely with advisers and attending client meetings • Ambition to progress into a Financial Adviser role What's on Offer • Salary £47,000 - £52,000 depending on experience • Discretionary bonus scheme • Full study support and funding for further qualifications • Clear and structured route into a Financial Adviser role • Hybrid working (2-3 days from home once established in the role) • Highly collegiate and supportive team culture • Ongoing technical training and development • Strong Paraplanning Manager support from a highly experienced technical lead • Regular team events and social activities • Opportunity to join a highly respected Chartered Wealth Management firm Why This Opportunity Stands Out This is not just another paraplanning role. It is a structured career pathway within one of the most established Chartered wealth management firms in the UK. With a strong internal culture of progression, direct exposure to high-quality advisers and clients, and genuine support towards becoming an adviser, this role is designed for ambitious paraplanners who want a long-term career move rather than a short-term step. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

Paraplanner Financial Planning Wealth Management Paraplanner £35,000 - £45,000 Near Wetherby, West Yorkshire Full Time Permanent An established, award-winning Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its growing Wealth Management team. This is an excellent opportunity for a Paraplanner looking to take a more hands-on role within the financial planning process. Unlike many Paraplanner positions, you'll work closely alongside Financial Advisers from the outset, attending client meetings, contributing to financial planning discussions and helping formulate client strategies-not simply writing reports. The Role Prepare suitability reports and recommendation letters. Conduct technical research across pensions, investments and protection. Attend client meetings alongside Financial Advisers. Assist in developing holistic financial plans. Support advisers throughout the advice process. Ensure all work meets FCA and compliance standards. Requirements Minimum Level 4 Diploma (DipFA, DipPFS or equivalent). Previous experience working as a Paraplanner within an IFA, Financial Planning or Wealth Management firm. Strong technical knowledge of pensions and investments. Excellent report writing and analytical skills. Experience of Intelligent Office, Xplan or similar back-office systems advantageous. What's on Offer £35,000 - £55,000 (DOE) Opportunity to attend client meetings and become an integral part of the advice process. Supportive, collaborative team. Hybrid working may be considered for the right candidate. Genuine long-term career development. If you're an experienced Paraplanner looking to progress your career within a highly respected Financial Planning firm, we'd love to hear from you.

Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial planners for the rest of their lives. Titan Pensions & Investments are experts in managing pensions and investments and we look after £850m on behalf of 3,500 clients. As Chartered Financial Planners, we help both individual and corporate clients by providing financial advice and in-house discretionary investment management. We are a growing business, expanding year on year ahead of our peers. We grow organically so we recruit bright, young individuals who are hungry for success. Working at Titan Pensions & Investments is a career choice. About the Role We're looking for an Associate Paraplanner to join our Kettering-based paraplanning team. This is a backfill opportunity within an established team, providing technical and administrative support to Financial Planners to ensure high-quality, compliant client advice and an excellent client experience. This role is ideal for someone early in their paraplanning career who is keen to develop their technical knowledge within a structured, supportive environment. Responsibilities Prepare annual review packs and supporting documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Carry out basic research on products and providers in line with adviser requirements Build and maintain cashflow models to support financial planning advice Prepare and process new business submissions, including platform instructions Maintain accurate records and ensure timely updates to back-office systems Work closely with Advisers and colleagues to progress cases efficiently and compliantly About you Hold a minimum of 2 R0 Exams Highly organised with a strong focus on accuracy and quality Demonstrates a genuine willingness to develop technical knowledge Proactively asks questions and seeks clarification when needed Communicates clearly and confidently with advisers and colleagues Manages time effectively and meets internal deadlines Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities. At Titan Wealth, we're Creative, Collaborative, and Committed. We know this isn't an environment for everyone - it's fast-paced, complex, and full of change. But if you're ambitious, client-focused, and excited to help shape one of the UK's top 10 wealth management businesses, this could be the opportunity you've been looking for.

Job Purpose You will be working for one of the UK's largest independent transport planning consultancies with offices across the UK. The company is committed to helping their clients find effective, innovative solutions to complex transport challenges, while fostering a collaborative and supportive internal culture where people can thrive. As an Associate Partner, you will oversee multiple large-scale projects, act as a trusted advisor to clients, mentor and develop teams, and contribute to the strategic growth and reputation of the business. Key Responsibilities Lead and manage large, complex transport planning projects, overseeing multiple workstreams and ensuring high-quality delivery across technical, financial, and operational aspects. Act as a trusted advisor to clients and stakeholders, providing strategic guidance and expert transport planning advice. Conduct negotiations with multiple stakeholders, resolving complex issues and ensuring successful outcomes. Identify, assess, and manage project risks to minimise impact and maintain delivery standards. Provide prominent troubleshooting and guidance within the team, supporting colleagues across all aspects of project work. Support or act as an Expert Witness when required, providing authoritative input on technical matters (optional). Contribute to organisational development by participating in operational groups and practice improvement initiatives. Other Duties Promote and represent the profession through webinars, seminars, conferences, and professional institution activities. Contribute to business growth through work-winning activities, securing repeat business, and maintaining a strong client base. Support the development and mentoring of senior and junior staff, fostering professional growth and knowledge sharing. Oversee commercial success, including WIP management, budgetary control, and aged debtor management. Actively participate in strategic initiatives to enhance practice reputation, operational efficiency, and service delivery. Person Specification Essential Criteria Extensive experience in development-related transport planning with a strong track record of leading large, complex projects. Chartered membership of a relevant professional institution (e.g., CIHT, TPS, CILT). Proven ability to manage multiple projects, resources, and budgets effectively. Exceptional problem-solving skills and ability to provide guidance and support across teams. Strong client relationship management skills, with experience acting as a trusted advisor to senior clients and stakeholders. Ability to negotiate successfully with multiple parties and resolve complex challenges. Commercially aware with experience in business development and contributing to practice growth. Excellent leadership and interpersonal skills, with a history of mentoring and developing staff. Strong communication and presentation skills, capable of delivering technical advice clearly and confidently. Desirable Criteria Experience acting as an Expert Witness in planning or transport matters. Track record of strategic business contributions, including shaping operational practices and organisational growth. Proven ability to generate repeat business and cultivate a portfolio of commercial clients. Engagement in professional promotion activities such as conferences, seminars, and industry events. Knowledge of sustainability, active travel, and decarbonisation initiatives within transport planning. Benefits 25 days holiday + Bank holidays (increasing to 30 days with long service) 5% employer pension contributions (increasing to 15% with long service) Discretionary Bonus Scheme Professional development and training opportunities Payment of 2 x professional subscriptions Private Medical Insurance Life Assurance Critical Illness

You want to build a career in financial planning. But you also want to know how you'll actually get there. Not vague promises. Not "we'll see how you get on". Not spending three years doing the same admin work hoping someone eventually notices you. This Chartered financial planning firm has a development model that genuinely works. They hire bright, ambitious Assistant Client Managers and develop them into full Client Managers within around six months through intense, hands-on training and exposure to the full advice process. Longer-term, if advice is the route you want to go down, they can support that too. But this isn't one of those firms promising you'll be an adviser by Christmas. It's structured, realistic and repeatable. They've already developed multiple people through the business into advice roles and, with two acquisitions completed alongside strong organic growth, there will be genuine long-term opportunity here for the right person. THE PAY Starting salary is up to c£26,500 with salary review/promotion potential after around six months depending on development and progress. There's also bonus potential, benefits and flexible working hours with a half-day finish on Fridays. THE JOB You'll start in a support role, working closely with senior planners and experienced Client Managers. But unlike some admin jobs, you won't just sit processing paperwork for two years. You'll be exposed to the full client journey from the start including report preparation, client interaction, meetings and the wider planning process. It's a steep learning curve, but for the right person that's exactly the appeal. The firm will fund your exams, support your development and help shape your career based on your strengths and ambitions. THE COMPANY This is a modern, growing Chartered IFA firm with a younger leadership team than most in the profession. They value energy, curiosity and people who want to improve. The environment suits people who ask questions, get stuck in and take ownership of their own development. In fact, their hiring mistakes have usually been with people who were too hesitant, too passive or waiting to be spoon-fed. HERE'S WHAT YOU'LL NEED You'll already have some experience in financial services or financial planning administration. Hopefully you'll have exposure to AJ Bell and Abrdn platforms, and/or IO, but it's not a pre-requisite. You don't need exams already, but you do need genuine interest in the profession and the drive to learn quickly. You'll be proactive, adaptable, tech-savvy and comfortable working closely with others in an office environment (5 days a week in the office). Want a firm that actually has a plan for your development rather than just talking about one? Click apply. Don't worry if your CV isn't fully up to date. We can sort that later. Everyone will get a response.

Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business. As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business. Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Supportive culture with a strong reputation in the market Long-term career progression opportunities Requirements: Significant paraplanning experience within a financial planning or wealth management environment Previous experience leading, mentoring, or managing paraplanners Strong technical knowledge across pensions, investments, protection, and retirement planning Excellent communication and stakeholder management skills Level 4 Diploma qualified (or working towards Chartered status would be advantageous) If you're interested in learning more about this opportunity, we'd be delighted to arrange a confidential discussion.

Senior Technical Paraplanner - Route to Adviser London Up to £70,000 + Excellent Benefits Hybrid My client, an independent IFA firm in London, is seeking a career-driven Technical Paraplanner who wants more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an Adviser. In this role, you will: Work closely with a Senior Adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals Sit in on client meetings and support client relationships Produce bespoke, high-quality technical suitability reports Conduct deep research and build recommendations Contribute to portfolio construction Run meaningful cashflow modelling Progress toward an Adviser role with full support We are looking for candidates with: 4-5+ years' experience as a Technical Paraplanner Chartered status, or actively working towards it Ambition, proactivity, and readiness for the next step Salary up to £70,000 plus excellent benefits and hybrid working in London. If you're ready to step into a role that recognises your expertise and accelerates your career, let's talk. Contact Jo at Financial Divisions.

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered) Are you ready to advance your professional status to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships. With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience. General Responsibilities: • Be a point of contact for any Adviser queries. • Delegate work requests appropriately within the team. • Ensure team member's workloads are monitored regularly and that they receive adequate training and support. • Ensure Suitability Reports are updated with current legislation. • Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained. • Offer support and guidance to the Administration team when required. • Assess client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests. • Discuss cases with the adviser and pro-actively update the adviser throughout. • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers. • Prepare all relevant paperwork for client meetings. • Prepare and compile financial analysis. • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager. • Liaise with product providers and other relevant third parties. • Ensure that all client requirements are followed through to the appropriate conclusion. • Keep up to date with legislation. • Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools. • An understanding of FCA regulations and guidelines relating to financial services clients. Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation? Please apply for more information.

Paraplanner / Technical Analyst Kettering Salary up to £45,000 Are you looking for more than just another paraplanning role? Would you like to join a successful, boutique financial planning firm where your expertise is valued, your professional development is supported, and your contribution genuinely makes a difference? Due to continued growth and success, an exciting opportunity has arisen for an experienced Paraplanner / Technical Analyst to join a dynamic and forward-thinking boutique financial planning business. Renowned for delivering a highly personalised service, the firm is passionate about helping clients achieve their financial goals while fostering a collaborative, supportive environment where employees can thrive. About You The successful candidate will have: Previous experience in a Paraplanning or similar technical financial planning role. A minimum Diploma in Financial Planning. Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous. Strong technical knowledge of financial planning, investments and industry regulations. Experience using financial planning software and research tools. Excellent analytical and problem-solving skills. Outstanding organisational skills with exceptional attention to detail. Strong written and verbal communication skills. The ability to work independently while collaborating effectively within a close-knit team. A genuine passion for financial planning and helping clients achieve their long-term financial goals. What's on Offer? Competitive salary and excellent benefits package. 25 days' annual leave plus bank holidays. Your birthday off every year. 5% employer pension contribution. Ongoing professional development and financial support towards professional examinations. Clear opportunities for career progression within a growing business. A supportive, collaborative and inclusive working environment. Mentorship and guidance to help you achieve your long-term career aspirations. The opportunity to join a respected boutique financial planning firm where your contribution is recognised and where you can make a meaningful difference to clients' lives. The Role As a Paraplanner / Technical Analyst, you will play a pivotal role in supporting the Financial Planners by undertaking detailed research, analysing clients' financial circumstances and assisting in the creation of tailored financial planning solutions that deliver exceptional client outcomes. Working closely with advisers and the wider team, you will help ensure the delivery of high-quality, compliant advice while contributing to a culture of continuous improvement, technical excellence and outstanding client service. Key Responsibilities Financial Analysis Conduct detailed analysis of clients' financial circumstances, including income, assets, liabilities and objectives. Utilise financial planning software to model scenarios and prepare financial projections. Analyse complex financial information and provide technical support to Financial Planners. Research & Due Diligence Research investment products, funds and financial planning strategies. Keep up to date with industry developments, legislation and market trends. Support the advice process through thorough product and technical research. Financial Planning Support Assist in the preparation of comprehensive financial plans and recommendations. Gather, review and assess client information and supporting documentation. Support advisers with technical analysis and report writing. Undertake administrative duties required to support the financial planning process. This is an outstanding opportunity for an ambitious Paraplanner looking to join a boutique business that combines technical excellence with a genuinely client-focused approach. If you're seeking a role where you can continue to develop your career within a supportive and growing firm, we'd love to hear from you. Apply today via NJR Recruitment, quoting the relevant reference number NJR16826 Please note: Due to the high volume of applications we receive, we may only be able to contact candidates whose experience closely matches the essential requirements of the role.

Chartered Financial Planner - London £80,000 - £95,000 Basic + Bonus + Full Benefits Minimum 5 Years' Experience Required We're currently working with a well-established and highly respected wealth management firm in London that is looking to appoint a Chartered Financial Planner to join its growing advisory team. This is a standout opportunity for an experienced adviser who wants to focus on delivering high-quality, holistic advice - with the added benefit of inheriting a substantial, recurring-income client bank from day one. The Opportunity The successful candidate will: Take over an established portfolio of loyal, ongoing clients Deliver holistic financial planning advice across pensions, investments, protection, tax and retirement planning Conduct annual and ongoing reviews Identify planning opportunities to improve client outcomes Work closely with an in-house paraplanning and administration team Operate within a strong compliance and governance framework This role is ideal for someone who enjoys relationship management and advice delivery, rather than heavy business development. About You Chartered Financial Planner (CII) status Minimum 5 years' experience in a client-facing advisory role Strong technical knowledge across pensions, investments and retirement planning Experience managing an existing client bank Professional, consultative and client-centric approach What's on Offer Inherited, well-maintained client portfolio Competitive basic salary (£80k-£95k depending on experience) Performance-related bonus Office based Full paraplanning & admin support Clear progression pathway within a growing firm

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge. This established and successful firm has built an excellent reputation for delivering exceptional, long-term financial planning advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the local region and throughout the UK. With a strong focus on building lasting client relationships, the business prides itself on providing a truly holistic approach to financial planning and maintaining the highest standards of service. Due to continued growth, the firm is now seeking a Senior Paraplanner to join its highly skilled technical support team. This is an exciting opportunity for an experienced individual who is looking to take the next step in their career, combining advanced technical paraplanning responsibilities with an element of leadership and mentorship within the team. The Role Working closely with a team of highly successful Financial Advisers, you will provide comprehensive technical support across a range of complex client cases, helping to deliver high-quality financial planning solutions. The role will have two key focuses: Senior Paraplanning Preparing detailed suitability reports and technical recommendations across pensions, investments, retirement planning, protection and wider wealth planning areas Conducting in-depth research, analysis and cashflow modelling to support client recommendations Working closely with Financial Advisers before and after client meetings to ensure efficient and accurate advice delivery Reviewing existing client arrangements and identifying opportunities for further planning Supporting complex and high-value client cases from initial research through to implementation Maintaining regular communication with advisers and clients, providing technical input throughout the advice process Team Support & Mentorship Acting as a senior point of contact within the paraplanning team for technical queries, complex cases and problem-solving Supporting and mentoring junior members of the paraplanning team, helping to develop their technical knowledge and confidence Providing guidance and oversight to ensure consistently high standards across the team Taking a lead role in improving processes and supporting the continued growth of the technical support function This position offers an excellent opportunity for someone who enjoys technical paraplanning but is also looking to develop their leadership capabilities, with a pathway towards a Paraplanning Team Leader position in the near future. About You The ideal candidate will be an experienced Senior Paraplanner who is looking for a role where they can make a wider contribution and play a key part in the continued success of the business. You will ideally have: Significant experience working within a paraplanning role within an independent financial planning environment Strong technical knowledge across pensions, investments, retirement planning, and holistic financial planning Level 4 Diploma qualified as a minimum, with Chartered status or progress towards Chartered desirable Experience supporting complex HNW/UHNW client cases Excellent report writing skills with a strong eye for detail and accuracy The confidence to act as a technical sounding board for advisers and colleagues A proactive approach with the ability to support and mentor less experienced team members Strong communication skills and the ability to build effective relationships with advisers, clients, and internal teams What's on Offer Basic salary up to £60,000 Additional bonus opportunity Excellent company benefits package Hybrid working arrangement Opportunity to join a highly respected and successful independent financial planning practice Supportive and collaborative working environment Access to a strong internal support structure, including junior paraplanners and IFA administrators Clear career progression, including the opportunity to develop into a Paraplanning Team Leader role The role is ideally suited to someone who enjoys being office-based for part of the week, with the ability to collaborate closely with advisers and the wider team. The company operates a flexible hybrid approach and for an exceptional individual, they would consider a reduced office presence (potentially around one day per week following an initial bedding-in period). This is a rare opportunity for an ambitious Senior Paraplanner to join a successful, independent financial planning firm where they can continue to develop technically, take on leadership responsibilities, and play an important role in delivering outstanding outcomes for clients.