Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is available for a highly skilled, competent and experienced individual to work with their Maidstone regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Dec 09, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is available for a highly skilled, competent and experienced individual to work with their Maidstone regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission • Produce detailed suitability reports once trained on internal systems • Liaise directly with the MD and provide high quality client communication throughout • Manage client queries, valuations and documentation in a timely and organised manner • Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) • Maintain accurate records within Intelligent Office • Prioritise tasks independently and ensure cases are progressed efficiently • Support wider technical and administrative tasks as required • Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role • Strong report writing experience is essential • Good understanding of CGT, chargeable events and tax planning • Confident communicator with the ability to liaise professionally with clients and the MD • Robust, focused and able to manage your own workload without close supervision • Excellent attention to detail and strong organisational skills • Competent user of Microsoft Word, Excel and Outlook • Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break • Salary growth and internal progression based on performance and contribution • Not suitable for someone looking to progress into advising within the next 4 years • Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
Dec 09, 2025
Full time
Are you an experienced IFA Administrator or Paraplanner looking for a more autonomous role? Do you enjoy managing cases from paraplanning through to business submission? Would you like to work closely with an MD in a focused, supportive and long established financial planning firm? Our client is a reputable Independent Financial Advice firm with over 35 years of experience supporting clients across pensions, investments and wider financial planning. Due to business growth, they are looking for a Senior IFA Administrator or Paraplanner to join their team and take ownership of technical case management and client support. In this role, you will work in a full 360 capacity, handling everything from paraplanning tasks through to business submission. You will liaise directly with the MD and their clients, manage your own workload, and ensure cases progress efficiently and accurately. Main Responsibilities: Handle full case management from paraplanning through to business submission • Produce detailed suitability reports once trained on internal systems • Liaise directly with the MD and provide high quality client communication throughout • Manage client queries, valuations and documentation in a timely and organised manner • Complete CGT calculations, chargeable event gains and tax planning tasks (tools provided) • Maintain accurate records within Intelligent Office • Prioritise tasks independently and ensure cases are progressed efficiently • Support wider technical and administrative tasks as required • Follow internal processes to ensure compliance and accuracy on all client work Skills and Experience: Previous experience in IFA administration, paraplanning or a technical support role • Strong report writing experience is essential • Good understanding of CGT, chargeable events and tax planning • Confident communicator with the ability to liaise professionally with clients and the MD • Robust, focused and able to manage your own workload without close supervision • Excellent attention to detail and strong organisational skills • Competent user of Microsoft Word, Excel and Outlook • Familiarity with Intelligent Office is desirable though not essential Additional Information: Office based, Monday to Friday, 9am to 5pm with a 1 hour lunch break • Salary growth and internal progression based on performance and contribution • Not suitable for someone looking to progress into advising within the next 4 years • Supportive and focused team culture If you would like to apply for this opportunity, please submit an up to date CV including details about your current or most recent salary and your availability or notice period. You can also call Daniel Marlow on (phone number removed) for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information: (url removed)/
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners (Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien click apply for full job details
Dec 09, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners (Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien click apply for full job details
We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases click apply for full job details
Dec 09, 2025
Full time
We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases click apply for full job details
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) + bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Dec 08, 2025
Full time
The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their technical knowledge. The Role: Line management of up to 15 Financial Advisors, ensuring they consistently provide a high level of service to clients. Provide coaching and mentoring to developing Advisors. Support the growth and development of the team. Set and monitor KPIs. Be the key point of contact regarding any issues, complaints or concerns. The role can be carried out predominantly on a remote basis, with visits to the Bristol office approx. twice a month. The Candidate: Must hold the Level 4 Diploma in Financial Advice and have prior experience as a Financial Advisor or Senior Paraplanner. Previous experience managing a team would be preferred. Strong technical knowledge with a solid understanding of the Financial Planning process and regulations. The Package: Salary up to £60k (depending on experience) + bonus Contact: Karen Cummins Reference: KC/97004 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Recommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. JBRP1_UKTJ
Dec 08, 2025
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet target deadlines Recommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork Undertake comparative research in preparation of client recommendations Ensure all client queries are appropriately investigated and accurate responses given Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients LOCATION & COMMITMENTS Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS Attained the Level 4 CII Diploma (or equivalent) Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous Good understanding of financial products and services Strong analytical skills, specifically analysing records and providing detailed technical commentary Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time) Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. JBRP1_UKTJ
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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. JBRP1_UKTJ
Dec 08, 2025
Full time
This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone 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. JBRP1_UKTJ
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Worthing regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Dec 08, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Worthing regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Paraplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity. About us: We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each client's unique financial goals. Due to continued growth, we're looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services. Key responsibilities: Collaborate with IFAs to build tailored financial plans based on client needs and objectives Produce clear, compliant, and well-structured suitability reports Conduct in-depth product and provider research across pensions, investments, protection, and tax planning Liaise with clients and providers to gather necessary documentation and data Stay current with regulatory and industry changes, ensuring advice remains compliant Cash flow modelling and use of financial planning tools Attend initial meetings with our Independent Financial Advisers Essential requirements: Certificate in Paraplanning qualification or higher Experience in paraplanning within an IFA environment Strong knowledge of investment, pension, and protection products Excellent written and verbal communication skills High level of attention to detail and strong analytical skills Comfortable using back-office systems and financial planning software What we offer: The chance to work in a respected, growing IFA firm with a supportive culture Study support for further qualifications (e.g. Chartered status) 20 days holiday plus bank holidays, increasing with tenure Christmas office closure Full benefits and wellness package Regular social and charity events
Dec 08, 2025
Full time
Paraplanner Leamington Spa, Warwickshire - £33,000 to £40,000 DOE and qualifications. Permanent, full time Working alongside our advisers, you will be responsible for preparing comprehensive financial reports, undertaking technical research, and helping ensure that our advice is compliant, client-focused, and actionable. This role is ideal for someone with a strong technical foundation who enjoys being part of a close-knit team that values quality over quantity. About us: We are a well-established, client-centred financial services firm committed to providing personalised, impartial financial advice. Our strength lies in our independence, allowing us to offer truly bespoke solutions tailored to each client's unique financial goals. Due to continued growth, we're looking for an experienced Paraplanner to join our dedicated team and play a key role in supporting the delivery of high-quality financial planning services. Key responsibilities: Collaborate with IFAs to build tailored financial plans based on client needs and objectives Produce clear, compliant, and well-structured suitability reports Conduct in-depth product and provider research across pensions, investments, protection, and tax planning Liaise with clients and providers to gather necessary documentation and data Stay current with regulatory and industry changes, ensuring advice remains compliant Cash flow modelling and use of financial planning tools Attend initial meetings with our Independent Financial Advisers Essential requirements: Certificate in Paraplanning qualification or higher Experience in paraplanning within an IFA environment Strong knowledge of investment, pension, and protection products Excellent written and verbal communication skills High level of attention to detail and strong analytical skills Comfortable using back-office systems and financial planning software What we offer: The chance to work in a respected, growing IFA firm with a supportive culture Study support for further qualifications (e.g. Chartered status) 20 days holiday plus bank holidays, increasing with tenure Christmas office closure Full benefits and wellness package Regular social and charity events
Recruit Wealth Ltd
Newcastle Upon Tyne, Tyne And Wear
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Dec 08, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Newcastle Upon Tyne regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Dinnington regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Dec 08, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Dinnington regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses 25 days holiday plus bank holidays Day off for your Birthday Annual salary reviews Staff awards Study support for professional industry exams Adviser Academy if desired Progression Holiday Purchase Scheme Life Assurance Private pension Corporate Eyecare cover Flex/Hybrid working This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Dec 08, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Paraplanner Liverpool Liverpool (minimum 3 days per week in office) Competitive salary + benefits I m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team. This is a fantastic opportunity to join a supportive, growing business where you ll play a key role in delivering high-quality technical support and client-focused solutions. The Role: Provide technical support to Advisers, including research, analysis, and suitability reports Build cashflow models and assess client portfolios Ensure all advice is accurate, compliant, and aligned with client objectives Collaborate with colleagues across the business to deliver a seamless service Contribute to the development of team processes and efficiencies What they re looking for: Level 4 Diploma qualified in Financial Planning Proven Paraplanning experience within an IFA environment Solid understanding of financial planning products and compliance requirements Strong analytical, organisational, and communication skills A proactive approach, with confidence to challenge and support recommendations What s on offer: Competitive salary package (DOE) Hybrid working minimum 3 days per week in the Liverpool office Supportive culture with opportunities for professional development
Dec 08, 2025
Full time
Paraplanner Liverpool Liverpool (minimum 3 days per week in office) Competitive salary + benefits I m currently working with a leading Independent Financial Adviser firm in Liverpool who are looking to bring an experienced Diploma-qualified Paraplanner into their team. This is a fantastic opportunity to join a supportive, growing business where you ll play a key role in delivering high-quality technical support and client-focused solutions. The Role: Provide technical support to Advisers, including research, analysis, and suitability reports Build cashflow models and assess client portfolios Ensure all advice is accurate, compliant, and aligned with client objectives Collaborate with colleagues across the business to deliver a seamless service Contribute to the development of team processes and efficiencies What they re looking for: Level 4 Diploma qualified in Financial Planning Proven Paraplanning experience within an IFA environment Solid understanding of financial planning products and compliance requirements Strong analytical, organisational, and communication skills A proactive approach, with confidence to challenge and support recommendations What s on offer: Competitive salary package (DOE) Hybrid working minimum 3 days per week in the Liverpool office Supportive culture with opportunities for professional development
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Pl click apply for full job details
Dec 08, 2025
Full time
This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases You will be joining a growing, national company with regional offices across the UK and assist in providing excellent financial planning solutions. As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Pl click apply for full job details
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme
Dec 08, 2025
Full time
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Dec 08, 2025
Full time
Job Title: Paraplanner Location: Ashby-de-la-Zouch (Remote) Salary: (phone number removed)+ DOE We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team. You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions. This is a collaborative role in a well-structured practice that genuinely values development and quality advice. What You'll Be Doing Research and analyse financial products to meet clients' needs and objectives. Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash-flow models and reports. Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process. Produce accurate IHT calculations, client reviews, and investment performance summaries. Keep client records and back-office systems (Salesforce, Voyant, etc.) fully up to date. Ensure all recommendations are compliant with SJP and FCA standards. Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings. What You'll Bring Previous paraplanning experience in an IFA or SJP environment. Strong technical knowledge across pensions, investments, IHT, and tax planning. Confident using research tools and cash-flow software. Excellent written and verbal communication skills, with a sharp eye for detail. Organised, proactive, and able to manage your own workload effectively. A positive, team-focused attitude and genuine enthusiasm for helping clients. Why Join? Work closely with experienced advisers in a respected, client-first SJP Partner Practice. Be part of a team that values quality advice, professional growth, and long-term relationships. Remote Options Salary package (£35,000-£40,000+ depending on experience). Support for ongoing exams, training, and professional development. If you're a Paraplanner who prides yourself on high-quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Dec 07, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH JBRP1_UKTJ
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s
Dec 07, 2025
Full time
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate. Annual Reviews:Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements. Technical Research:Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions. Provider Liaison:Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation. Support:Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Dec 07, 2025
Full time
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate. Annual Reviews:Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements. Technical Research:Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions. Provider Liaison:Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation. Support:Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
