This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
Mar 19, 2026
Full time
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / 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.
Mar 19, 2026
Full time
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / 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.
Junior Paraplanner Wakefield £26,000-£30,000 + Bonus NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner. The Opportunity: This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position. You'll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations. Key Responsibilities: Assist with gathering and analysing client information Processing new business requests Conduct research across pensions, investments, and protection Draft suitability letters and supporting documents (including AI-assisted templates) Support advisers with case preparation and technical queries Help implement advice recommendations and liaise with providers Maintain accurate, compliant client files What We're Looking For: RO1 (minimum) - additional exams highly advantageous Experience in financial planning support or report writing Strong technical aptitude and willingness to learn Excellent attention to detail Professional communication skills A proactive team player with a positive attitude and a desire to progress What's on Offer: £26,000 - £30,000 (depending on experience) Discretionary bonus scheme Funded exams + structured development pathway Mentorship from experienced technical staff 25 days holiday + bank holidays 35 hours per week Pension scheme 4x salary life assurance If you're looking for a supportive environment with genuine career development, this is an excellent opportunity to take the next step. Apply now or to learn more, contact NJR Recruitment quoting NJR16500
Mar 19, 2026
Full time
Junior Paraplanner Wakefield £26,000-£30,000 + Bonus NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner. The Opportunity: This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position. You'll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations. Key Responsibilities: Assist with gathering and analysing client information Processing new business requests Conduct research across pensions, investments, and protection Draft suitability letters and supporting documents (including AI-assisted templates) Support advisers with case preparation and technical queries Help implement advice recommendations and liaise with providers Maintain accurate, compliant client files What We're Looking For: RO1 (minimum) - additional exams highly advantageous Experience in financial planning support or report writing Strong technical aptitude and willingness to learn Excellent attention to detail Professional communication skills A proactive team player with a positive attitude and a desire to progress What's on Offer: £26,000 - £30,000 (depending on experience) Discretionary bonus scheme Funded exams + structured development pathway Mentorship from experienced technical staff 25 days holiday + bank holidays 35 hours per week Pension scheme 4x salary life assurance If you're looking for a supportive environment with genuine career development, this is an excellent opportunity to take the next step. Apply now or to learn more, contact NJR Recruitment quoting NJR16500
Trainee Paraplanner Sheffield £27,000 - £33,000 + Bonus We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements Discuss the client's needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast Reports What do we need from you? Previous experience of working in financial planning A good knowledge across a range of pensions, investments, estate planning and protection products Good attention to detail and good grammar skills Those working towards the level 4 diploma would be of most interest What's in it for you? Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm! For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
Mar 19, 2026
Full time
Trainee Paraplanner Sheffield £27,000 - £33,000 + Bonus We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements Discuss the client's needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast Reports What do we need from you? Previous experience of working in financial planning A good knowledge across a range of pensions, investments, estate planning and protection products Good attention to detail and good grammar skills Those working towards the level 4 diploma would be of most interest What's in it for you? Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm! For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
Mar 19, 2026
Full time
A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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
Mar 19, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to £40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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
Trainee Paraplanner Rayleigh £30,000 to £35,000 Monday to Friday 9am to 5pm Are you an ambitious, detail-focused professional with experience in financial services, financial advice, or wealth management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career. The Role We're seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You'll take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance. For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You'll benefit from a structured career path, with fully funded exam support and study resources provided. Key Responsibilities You'll play an integral part in the smooth running of the business and client experience, including: Support advisers and paraplanners in creating and delivering financial plans Issue, chase and summarise Letters of Authority (LOAs) Liaise with providers regarding LOAs and new business submissions Processing new business accurately and efficiently across several platforms, including placing trades, running reports and illustrations Maintain client records and back-office systems Monitor cases to ensure timely progression and clear communication Contribute ideas to improve processes and workflows Provide general administrative support to the wider team Must-Have Criteria Previous experience (ideally 2+ years) as an administrator within financial advice, wealth management or financial planning Strong organisational skills and exceptional attention to detail Dependable, proactive and a true team player who takes ownership of their work Professional verbal and written communication skills Passionate about financial services and committed to progressing into a paraplanning role, including taking exams Desirable Experience using platforms like 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange Familiarity with providers such as Aviva, 7IM, Quilter, Royal London or Prudential Interest in developing technical knowledge to support a long-term career in paraplanning Why This Role? £30,000 to £35,000 (depending on experience) Fully funded exam support, including study leave and exam entry Parking season ticket - Fully funded Supportive team environment with genuine career development opportunities Opportunity to make a real impact on clients' lives and the business This is an exciting opportunity for someone career-focused, dedicated and ready to take the next step in financial services. If you're looking to grow into a paraplanning role and thrive in a structured, client-focused environment, we want to hear from you! Contact Louise at 121 Personnel to arrange an informal chat!
Mar 18, 2026
Full time
Trainee Paraplanner Rayleigh £30,000 to £35,000 Monday to Friday 9am to 5pm Are you an ambitious, detail-focused professional with experience in financial services, financial advice, or wealth management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career. The Role We're seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You'll take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance. For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You'll benefit from a structured career path, with fully funded exam support and study resources provided. Key Responsibilities You'll play an integral part in the smooth running of the business and client experience, including: Support advisers and paraplanners in creating and delivering financial plans Issue, chase and summarise Letters of Authority (LOAs) Liaise with providers regarding LOAs and new business submissions Processing new business accurately and efficiently across several platforms, including placing trades, running reports and illustrations Maintain client records and back-office systems Monitor cases to ensure timely progression and clear communication Contribute ideas to improve processes and workflows Provide general administrative support to the wider team Must-Have Criteria Previous experience (ideally 2+ years) as an administrator within financial advice, wealth management or financial planning Strong organisational skills and exceptional attention to detail Dependable, proactive and a true team player who takes ownership of their work Professional verbal and written communication skills Passionate about financial services and committed to progressing into a paraplanning role, including taking exams Desirable Experience using platforms like 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange Familiarity with providers such as Aviva, 7IM, Quilter, Royal London or Prudential Interest in developing technical knowledge to support a long-term career in paraplanning Why This Role? £30,000 to £35,000 (depending on experience) Fully funded exam support, including study leave and exam entry Parking season ticket - Fully funded Supportive team environment with genuine career development opportunities Opportunity to make a real impact on clients' lives and the business This is an exciting opportunity for someone career-focused, dedicated and ready to take the next step in financial services. If you're looking to grow into a paraplanning role and thrive in a structured, client-focused environment, we want to hear from you! Contact Louise at 121 Personnel to arrange an informal chat!
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £60,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Mar 18, 2026
Full time
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £60,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
Mar 18, 2026
Full time
We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.
Mar 18, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.
Trainee Paraplanner - Financial Planning Firm Location: Edinburgh Working Pattern: Office-based with some hybrid flexibility Salary: up to £38,000 About the Role A fantastic opportunity has arisen for a Trainee Paraplanner to join a highly reputable financial planning firm. This role is ideal for someone with experience in a financial advice environment who is ready to take the next step into a more technical, advice-support position. You'll work closely with an experienced Financial Adviser, supporting the full advice process and developing your technical knowledge across pensions, investments, protection, and retirement planning. This is a hands-on role where you'll be involved in research, report preparation, cashflow modelling, and ongoing client review work. You'll also have the opportunity to contribute to the firm's Investment Committee and portfolio construction discussions as your knowledge grows. Key Responsibilities Support the Financial Adviser with research, preparation, and implementation of advice Carry out technical calculations across pensions and investments Prepare and present cashflow modelling scenarios for client meetings Obtain quotes, illustrations, product details, and comparisons Prepare suitability reports and pre-completion documentation for client sign-off Process new business applications, fund switches, withdrawals, and rebalances Assist with pension replacement research and due diligence Prepare valuations, review packs, performance reports, and compliance documentation Maintain accurate client records and ensure the back-office system is up to date Manage diary tasks to ensure work is tracked and completed on time Liaise with clients, advisers, product providers, and internal teams Support the Office Manager to ensure smooth day-to-day operations What We're Looking For Minimum of four years' experience in a financial planning or IFA environment Strong understanding of the financial planning process Studying towards Level 4 Diploma (preferred but not essential) Solid knowledge of pensions, investments, protection products, and trusts Confident using platforms and provider portals Excellent communication, organisation, and attention to detail Able to work independently and as part of a team Competent with MS Word, Excel, and Outlook Experience with Intelligent Office or CashCalc is beneficial but not essential Comfortable working in a fast-paced environment and following defined processes Why This Role? This is an excellent development opportunity for someone who wants to progress into a full Paraplanner role. You'll gain exposure to complex cases, cashflow modelling, investment research, and portfolio construction, with ongoing support and training to help you advance your technical skills and qualifications.
Mar 18, 2026
Full time
Trainee Paraplanner - Financial Planning Firm Location: Edinburgh Working Pattern: Office-based with some hybrid flexibility Salary: up to £38,000 About the Role A fantastic opportunity has arisen for a Trainee Paraplanner to join a highly reputable financial planning firm. This role is ideal for someone with experience in a financial advice environment who is ready to take the next step into a more technical, advice-support position. You'll work closely with an experienced Financial Adviser, supporting the full advice process and developing your technical knowledge across pensions, investments, protection, and retirement planning. This is a hands-on role where you'll be involved in research, report preparation, cashflow modelling, and ongoing client review work. You'll also have the opportunity to contribute to the firm's Investment Committee and portfolio construction discussions as your knowledge grows. Key Responsibilities Support the Financial Adviser with research, preparation, and implementation of advice Carry out technical calculations across pensions and investments Prepare and present cashflow modelling scenarios for client meetings Obtain quotes, illustrations, product details, and comparisons Prepare suitability reports and pre-completion documentation for client sign-off Process new business applications, fund switches, withdrawals, and rebalances Assist with pension replacement research and due diligence Prepare valuations, review packs, performance reports, and compliance documentation Maintain accurate client records and ensure the back-office system is up to date Manage diary tasks to ensure work is tracked and completed on time Liaise with clients, advisers, product providers, and internal teams Support the Office Manager to ensure smooth day-to-day operations What We're Looking For Minimum of four years' experience in a financial planning or IFA environment Strong understanding of the financial planning process Studying towards Level 4 Diploma (preferred but not essential) Solid knowledge of pensions, investments, protection products, and trusts Confident using platforms and provider portals Excellent communication, organisation, and attention to detail Able to work independently and as part of a team Competent with MS Word, Excel, and Outlook Experience with Intelligent Office or CashCalc is beneficial but not essential Comfortable working in a fast-paced environment and following defined processes Why This Role? This is an excellent development opportunity for someone who wants to progress into a full Paraplanner role. You'll gain exposure to complex cases, cashflow modelling, investment research, and portfolio construction, with ongoing support and training to help you advance your technical skills and qualifications.
Job Title: Trainee/Junior Paraplanner Salary: £28,000 - £35,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and hones some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal. In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events! The Required Skills: Studying towards Level 4 Diploma qualified through the CII or equivalent Experience report writing and in a technical position (desired) Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence. Experience with Intelligent Office would be advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
Mar 18, 2026
Full time
Job Title: Trainee/Junior Paraplanner Salary: £28,000 - £35,000 Location: Sheffield This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice. With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and hones some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal. In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events! The Required Skills: Studying towards Level 4 Diploma qualified through the CII or equivalent Experience report writing and in a technical position (desired) Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence. Experience with Intelligent Office would be advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Mar 18, 2026
Full time
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Mar 18, 2026
Full time
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.
Mar 18, 2026
Full time
Senior Paraplanner - Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you're passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you. Salary up to £55,000 + Hybrid working Join a leading independent wealth management firm, where you'll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners-helping them grow into future industry professionals. This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration. Why Join Us? We're committed to excellence in financial planning-not just for our clients but for our people too. Here's what makes this opportunity stand out: A senior Paraplanning role in a Growing Wealth Management Firm - Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide. Mentorship & Team Development - Help train and guide junior Paraplanners, fostering a culture of learning and professional growth. Career Progression - Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles. Flexible Working & Holidays - Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off. Annual Bonus & Pension - Competitive salary with a discretionary bonus and a contributory pension scheme. Your Role as a Senior Paraplanner: This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised. Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning. Preparing and reviewing technical suitability reports and financial planning recommendations. Supporting high-net-worth and complex financial planning cases. Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback. Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth. Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team. What We're Looking For: Diploma in Financial Planning (Level 4 Qualified) - Chartered Status or working towards it is a plus. Experience as a Paraplanner in an IFA or Wealth Management firm. Strong technical knowledge in investments, pensions, tax planning, and protection.
Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 18, 2026
Full time
Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role. This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division. The Role As an Associate Financial Planner, you will: Provide holistic financial planning advice directly to clients, both new and existing Deliver an exceptional level of service aligned with a relationship-driven model Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one Identify and develop new business opportunities to support regional growth Play a key role in expanding the South West operation About You The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility A client-focused approach with the ability to build trust quickly Confidence managing client meetings and converting opportunities Commercial awareness and a proactive approach to developing new business Level 6 qualifications are desirable but not essential - the firm provides full support and training to help you develop further as a qualified Financial Planner. What's on Offer Basic salary up to £70,000 Performance-related bonus structure Immediate access to warm leads and referral opportunities Full support and high-quality training for ongoing development Comprehensive benefits package Long-term career progression within a highly successful national firm A culture focused on providing quality advice and building strong client relationships This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.
Mar 18, 2026
Full time
A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role. This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division. The Role As an Associate Financial Planner, you will: Provide holistic financial planning advice directly to clients, both new and existing Deliver an exceptional level of service aligned with a relationship-driven model Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one Identify and develop new business opportunities to support regional growth Play a key role in expanding the South West operation About You The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility A client-focused approach with the ability to build trust quickly Confidence managing client meetings and converting opportunities Commercial awareness and a proactive approach to developing new business Level 6 qualifications are desirable but not essential - the firm provides full support and training to help you develop further as a qualified Financial Planner. What's on Offer Basic salary up to £70,000 Performance-related bonus structure Immediate access to warm leads and referral opportunities Full support and high-quality training for ongoing development Comprehensive benefits package Long-term career progression within a highly successful national firm A culture focused on providing quality advice and building strong client relationships This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.
A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role. This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division. The Role As an Associate Financial Planner, you will: Provide holistic financial planning advice directly to clients, both new and existing Deliver an exceptional level of service aligned with a relationship-driven model Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one Identify and develop new business opportunities to support regional growth Play a key role in expanding the South West operation About You The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility A client-focused approach with the ability to build trust quickly Confidence managing client meetings and converting opportunities Commercial awareness and a proactive approach to developing new business Level 6 qualifications are desirable but not essential - the firm provides full support and training to help you develop further as a qualified Financial Planner. What's on Offer Basic salary up to £70,000 Performance-related bonus structure Immediate access to warm leads and referral opportunities Full support and high-quality training for ongoing development Comprehensive benefits package Long-term career progression within a highly successful national firm A culture focused on providing quality advice and building strong client relationships This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.
Mar 18, 2026
Full time
A fantastic opportunity has arisen for an ambitious Associate Financial Planner to join a highly respected, national wealth management firm, delivering personalised advice to a broad range of clients across the UK. With several billion pounds in assets under management and a reputation for client-first service, the firm is expanding its South West operation and is looking for a talented individual to step straight into a full advisory role. This is a hands-on position from day one. The successful candidate will be fully responsible for providing advice to both new and existing clients, supported by a team of experienced professionals, extensive client referrals and high-quality training resources. You will have the opportunity to manage your own client relationships, convert leads into long-term advisory partnerships, and play a key role in the continued growth of the South West division. The Role As an Associate Financial Planner, you will: Provide holistic financial planning advice directly to clients, both new and existing Deliver an exceptional level of service aligned with a relationship-driven model Manage your own client meetings and follow-ups, converting opportunities into long-term advisory relationships Work with a pipeline of warm leads and introducer referrals, ensuring a strong client flow from day one Identify and develop new business opportunities to support regional growth Play a key role in expanding the South West operation About You The ideal candidate will have a combination of technical knowledge, commercial awareness and strong interpersonal skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Strong experience in a Paraplanner, Trainee or Associate Financial Planner ready to take full advisory responsibility A client-focused approach with the ability to build trust quickly Confidence managing client meetings and converting opportunities Commercial awareness and a proactive approach to developing new business Level 6 qualifications are desirable but not essential - the firm provides full support and training to help you develop further as a qualified Financial Planner. What's on Offer Basic salary up to £70,000 Performance-related bonus structure Immediate access to warm leads and referral opportunities Full support and high-quality training for ongoing development Comprehensive benefits package Long-term career progression within a highly successful national firm A culture focused on providing quality advice and building strong client relationships This is a unique opportunity for an ambitious Associate Financial Planner or Paraplanner to move directly into a full advisory role, manage their own clients and contribute meaningfully to the growth of a highly reputable South West operation.
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
Mar 18, 2026
Full time
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
Mar 18, 2026
Full time
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
