208 jobs found

Paraplanner £40,000 DOE South Manchester Based 4 Days Working From Home Staff Benefit Scheme Are you a technical and motivated Paraplanner looking for a better work like balance? Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be key in delivering a professional and efficient service to both advisers and their clients, ensuring the highest standards of financial advice and support. The business is a progressive UK-wide independent financial advice business, with offices all over the UK. They work in dynamic and ever-changing markets, and assist their corporate and personal clients in making informed financial decisions by providing independent financial advice that is carefully tailored to meet their individual needs. Key Responsibilities: Client Analysis: Understand clients' financial situation, objectives, and risk profiles. Research & Support: Conduct research on financial products, solutions, and cashflow modelling. Recommendation Reports: Prepare suitability reports and ensure all paperwork is accurate and in compliance with company procedures. Maintain Client Records: Keep up-to-date records on the back-office system and manage relevant documentation. Collaboration: Work with financial advisers to clarify recommendations and assist with remedial actions. Key Skills & Experience: Experience in a Paraplanning or similar support role. Strong analytical skills and knowledge of financial planning tools. Excellent communication and attention to detail. Ability to manage tasks efficiently and adhere to compliance standards.

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details

Job Title: Paraplanner Salary: £35,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £35,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm

Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency 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 our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email co.uk Thrive Group are acting as an employment agency 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

RECRUITMENTiQ is working in partnership with an established, client-focused financial planning practice based in Johnstone. With more than £194 million funds under management and a loyal client base built on trust and expertise, we provide tailored advice across investments, pensions, protection, and mortgages. As we continue to grow and a valued team member approaches retirement, were looking for click apply for full job details

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 Cheshamoffices. 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 se

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 (url removed) 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

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working click apply for full job details

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of £50,000 - £52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Call us now on or click Apply 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

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!

SIPP Accounts Executive - Leicester £(phone number removed)K Hybrid Why this role? We are currently recruiting for a SIPP Accounts Executive, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW: You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner. MAIN TASKS: Establishment of SIPP Set up new SIPPs in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid the preparation of associated Suitability Reports Process Contributions, provide CPC to client where necessary, undertake Carry Forward/Taper calculations Provide cancellation rights to client, where necessary Effect transfers into SIPP and provide the Suitability Team with an information pack to aid preparation of the Suitability Report. Initially, prepare the pension analysis schedule for the Financial Planner to review, following advice to transfer, complete, and submit the signed transfer forms to the transferring schemes. Day to Day Portfolio Management Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel) Maintain a diary confirming the date of any drawdown anniversaries, rent reviews, lease expiry etc Daily reconciliation of bank accounts Banking of cheques into the SIPP bank account and requesting payments: cheque/bank transfers Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements Issue Client Meeting Notes and undertake action points Invoice clients in accordance with Client Agreements Maintain client contact over telephone, email and face to face Liaise with financial planners and paraplanners Maintain accountant contact (where applicable) over telephone, email, face to face Reviewing documents and arranging for trustee's signature Produce bespoke documents Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation KNOWLEDGE AND SKILLS REQUIRED: Essential Knowledge of the services that the firm provides to clients Knowledge of the SIPP and associated products Good technical knowledge of SIPPs and their use in financial planning Knowledge of other financial services legislation relevant to role Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods - phone, letter, e-mail, memo, etc Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area Knowledge of Data Protection legislation relevant to role Knowledge of IT systems and programmes relevant to role Ability to work within level of authority and to refer work when appropriate Ability to create and maintain accurate computer-based records Pay and Benefits Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction QUALIFICATIONS: Essential Educated to A level standard (or equivalent) as a minimum. Minimum of 3 years' experience in a SIPP client servicing and administration role Desirable To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent) To hold CII Award/Certificate/Diploma units (or equivalent) Other Financial Services experience, in a similar role, ideally for a Financial Adviser If you wish to be considered for this role, please email your cv to (url removed) or call me on (phone number removed).

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 click apply for full job details

This Paraplanner job in Folkestone 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 Folkestone 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

Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.

Paraplanner London Full Time £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning click apply for full job details