147 jobs found

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

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

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

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

The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients' goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: You'll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. You'll be a real team player who naturally collaborates with others, understands and appreciates others' experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn O'Shea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home. Company Description The company is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients. Role Description They are looking for a Paraplanner to join the team on a hybrid basis, working at least some of the time from the offices, balanced with your home location if preferred. The Role and Opportunity They are seeking a Paraplanner to join their amazing team to continue to help deliver an outstanding experience for their clients. If successful you will join an incredibly dynamic team offering the option of hybrid office/home working, plus the benefit of ongoing training and support with your exams. Responsibilities Conducting regular strategy meetings with our Financial Planners and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. Efficiently summarise recommendation options for our Financial Planners and draft letters and suitability reports for a wide range of products, providers and funds. To think independently and to work outside of formal template structures to help formulate highly individualised client reports. Using different software packages and technology to analyse data and propose effective client solutions. Update client records and business trackers promptly and accurately. Support the team and managers in the development of processes and ideas. Maintain a high degree of technical knowledge relating to core products through ongoing training and self-development. Skills and Qualifications Required At least three years in the industry. Level 4 Diploma in Financial Planning or higher. Advantageous to have specialist qualifications such as Long Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7) A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Experience of a variety of IT systems, preferably to include Intelligent Office and FE Analytics Previous experience of using different provider websites/platforms and knowledge of the overall application and administrative processes. Self-motivated and driven to succeed and deliver a first class service to clients. Good at problem solving and thinking outside the box. Excellent attention to detail. Ability to work well in a team. Hands on, can do approach to work. Company Benefits Pension scheme Cash Plan after 6 months employment £100,000 Death in Service Income Protection 23 days holiday up to 28 days (able to roll over up to 5 days each year) Closes over Christmas Gifts for Birthdays and Work Anniversaries Plenty of social events such as Tax Year End celebrations, Christmas Party and others Help with funding exams Free parking at the office Hybrid office and working from home Modern Laptop supplied Company contributions towards many other benefits such as home office kit

Location - London Salary - £45,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London. You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate. Responsibilities; Letter of Authority (LOA) Sending/Monitoring/Chasing • Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information. Research • Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation. • Recording policy information accurately into Provider Information Forms and Curo. • Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools. • Undertaking whole-of-market research for protection and annuity quotes. • Preparing pension illustrations. • Conduct pension transfer analysis using SelectaPension Other Responsibilities • Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline. • Building strong and effective working relationships with other teams in the firm and third-party product providers. • Ensuring that all client records and data are maintained accurately. • Constructing model portfolios as required on relevant platforms. • Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)under supervision from a Paraplanner Manager. • There will be the opportunity to take part in projects on an ad-hoc basis as required bythe business. Benefits • Company discretionary bonus scheme• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm- 1 hour for lunch• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period• Company Pension scheme• Private Healthcare • Group Income Protection• Life Assurance• Eye Care Scheme• Wellbeing programme• Bike to Work Scheme• Full support with professional qualifications• Career progression available. after qualifying period The ideal candidate would already be in a Junior Paraplanning role. If you believe this is the next role for you, please apply.

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportunity to support and mentor junior team members. Key Responsibilities Prepare detailed financial plans and suitability reports Support client review and new client meetings Research and analyse investments, pensions, protection, and tax strategies Review portfolios to ensure alignment with objectives, risk, and compliance Liaise with advisers, administrators, and providers to implement advice Maintain accurate client records and contribute to advice process improvements About You CII Level 4 Diploma (minimum); Level 6 study desirable Proven paraplanning experience within IFA/wealth management Strong technical knowledge of pensions, investments, tax wrappers, and protection Confident using financial planning and cash-flow software In return you will receive a really competitive salary and join a well-run business with great job satisfaction. 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.

Clark James Recruitment are working with an award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South. Our client provides the highest quality financial advice to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals. Due to expansion, our client has a vacancy for a Senior Compliance Monitoring Executive to join their business. Role This role may suit a Paraplanner looking to move into a technical/supervisory role. A highly motivated and detail-oriented Senior Compliance Monitoring Executive to join our growing team. The successful applicant will provide essential support in first line checking to ensure reports and research meet the pre-defined quality standards and regulatory requirements demanded by the firm. This is a full-time, permanent role, however, if you require some flexibility, this can be considered. Duties & Responsibilities To undertake advice quality assurance checks Ensure that the suitability reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business. Meet service level agreements in a timely manner as agreed. Quality Assurance and Improvement Proactively monitor trends, clearly document, record and co-ordinate to assess the quality of advice provided and to identify patterns and areas for improvement Provide feedback to financial planners and advisory teams in a clear and concise manner and explain any remedial work required. Reporting and Insights Generate regular reports on the findings providing insights into how the advice quality can be improved. This could include visual representations of trends. Compliance and Regulatory Monitoring Ensuring that all advice given adheres to regulatory guidelines, industry standards, company policies, and supporting documentation is held on file. This role will require an understanding of relevant industry regulations. Assess the suitability of the advice produced. including complex recommendations on pension transfers and higher risk products such as VCT. Collaboration with Stakeholders Collaborate with the compliance manager & training and competence supervisors to ensure feedback are captured. Collaborate with various departments to ensure quality standards are met and continuous improvements are made. This might involve training and providing the appropriate feedback. Skills & Experience Minimum 5 years' experience in a quality assurance or paraplanning/report writing role essential. Previous experience working in a financial services firm regulated by the FCA. Regulated Diploma qualified & willingness to progress to advanced Diploma. Proficiency in Microsoft Office Suite Experience in Intelliflo preferred but training will be provided. Understanding of the Financial Planning process and products. Ability to work independently or in a team. Detailed and accurate. Organisational, prioritisation and time management skills. Excellent verbal and written communication skills. Package Basic salary to £50,000 (dependent on experience). 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave + bank holidays Additional voluntary benefits.

Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth 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 Wealth 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 - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth 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 Wealth 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 - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE 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 clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth 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 Wealth 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 - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

REQUIRED EXPERIENCE PLEASE NOTE - There are three roles of which two offer a signing on bonus (payable after completing probation). We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. The role will report to the Paraplanner Manager and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write suitability reports for cases of varying complexity Run cashflow models for clients Be a point of contact for technical queries for CS and advisers Communicating with clients on research and report time scales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team CANDIDATE PROFILE The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status Have a minimum of 4-4 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be a good team player Excellent communication skills, both verbally and in writing Be comfortable with working in a fast-paced environment Be organised and able to manage a busy workload HYBRID WORKING We are looking for someone to work from our North London office, and offer hybrid working, which includes a minimum of 3 days in the office, with the remainder at home BENEFITS SUMMARY a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including: 28 days' holiday (plus bank holidays) Life assurance and income protection Pension scheme Access to our flexible benefits platform

Paraplanner Stansted Mountfitchet £40,000 - £55,000 (depending on experience) Hybrid working (Monday and Friday from home) Client Overview This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team. Paraplanning is seen as a core part of the advice process,. You'll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience. This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey. Role Details Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research. Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives. Attending client meetings, helping capture actions and ensuring follow-ups are completed smoothly. Contributing to holistic financial planning strategies using whole-of-market research. Operating within a collaborative team of adviser, client manager and admin support, where communication is open and shared. Ideal for someone who enjoys the technical depth of paraplanning but also values being part of a close-knit team environment. Benefits / Details £40,000 - £55,000 salary depending on experience. Hybrid working with Mondays and Fridays from home. 25 days holiday, 5% pension, private medical, critical illness and death-in-service cover. Full exam support through to Chartered status. Clear progression into an Adviser role for those who want that long term. If this sounds like the right kind of role and culture for you - please apply.