126 jobs found

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary £28,000 to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a Best Financial Advisor to Work for award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment Accounts Day to Day Portfolio Management Calculations Liaison, Communications & Record Keeping Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills & abilities Educated to A level standard (or equivalent) as a minimum A minimum of 2 years experience in investment client servicing and administration role Knowledge of the services that the firm provides to clients and of investments and associated products IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration & benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). Discretionary bonus Based on business performance. Life assurance - 2 x salary. Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. Health cash plan scheme Includes support towards everyday health care costs, access to a discount s portal and Employee Assistance Programme. Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. Professional qualifications Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition Regular staff updates and company events. Free parking 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.

Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details

Join Our Team as a Paraplanner! Location: Horsham Contract Type: Permanent Are you passionate about finance and dedicated to helping clients achieve their financial goals? We have an exciting opportunity for a talented and motivated Paraplanner to join our vibrant team in Horsham! Why Join Us? At our esteemed Financial Institution & Insurance company, we pride ourselves on creating a supportive and dynamic work environment where your contributions truly matter. We believe in fostering talent and providing our team with the tools they need to succeed. What You'll Do: As a Paraplanner, you will play a vital role in our advisory team, providing essential support to our financial advisors. Your responsibilities will include: Research & Analysis: Conduct in-depth financial research to support client needs. Report Preparation: Create comprehensive reports and recommendations for clients. Client Liaison: Communicate effectively with clients, ensuring their financial queries are addressed. Compliance Checks: Ensure all documentation meets regulatory standards and company policies. Collaboration: Work alongside financial advisors to develop tailored financial plans. What We're Looking For: Previous experience in a paraplanning role. Excellent analytical skills and attention to detail. Strong communication skills, both written and verbal. A proactive attitude and a team-oriented mindset. What We Offer: In addition to a competitive salary, we provide an array of benefits to ensure our team members thrive: Flexible Working Hours: We understand the importance of work-life balance. Professional Development: Opportunities for training and career advancement. Friendly Team Environment: Join a supportive group of professionals who value collaboration and fun! Health & Wellness Programs: We care about your well-being, offering various wellness initiatives. Ready to Take the Next Step? If you're ready to embrace this exciting opportunity and contribute to our clients' success, we'd love to hear from you! Send your CV and a brief cover letter to insert email address and let us know why you would be a great fit for our team. Join us in making a difference in the world of finance while enjoying a fulfilling career in a cheerful and professional environment. Let's build a brighter financial future together! Application Deadline: Insert date We can't wait to meet you! Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Paraplanner (Qualified or Trainee) Salary: Qualified Paraplanner: From 40,000 per annum (DOE & qualifications) Trainee Paraplanner: From 28,000 per annum Salary progression: + 2,000 per exam passed; starting salary adjusted for existing qualifications Location: Sheffield (hybrid working available) Hours: Mon-Fri, Full-time, permanent position Full-time, Permanent Position We are seeking a motivated, detail oriented Paraplanner to join our client's growing financial planning firm. This opportunity is open to both experienced paraplanners and individuals currently working within a financial advice environment who are ready to progress into a paraplanning role. The successful candidate will support advisers in delivering high quality, compliant financial planning solutions, with a strong emphasis on pensions, retirement planning, and investment strategies. This role is central to ensuring excellent client outcomes in line with Consumer Duty expectations. The Key Responsibilities of the Paraplanner: Conduct detailed financial product and fund research Prepare suitability reports and supporting documentation via Genovo (or equivalent) Analyse client circumstances and assist advisers in shaping suitable financial planning recommendations Review and validate information provided by administrative staff to ensure accuracy and completeness Liaise with administration teams to obtain outstanding information and progress business efficiently Maintain and update accurate client records using Intelliflo (or equivalent back office systems) Analyse investment solutions including pensions, ISAs, GIAs, and other investment vehicles Support advisers in ensuring all recommendations are suitable, compliant, and aligned with client objectives Challenge or query advice decisions where necessary to maintain high suitability standards Work closely with the compliance team regarding advice files, suitability queries, and documentation standards The Key Requirements of the Paraplanner: For Qualified Paraplanner Applicants: Proven experience in a paraplanning role within a UK financial advice firm Strong technical knowledge of pensions, retirement planning, and wider investment products Experience using Intelliflo, Selectapension, FE Analytics, Genovo (or similar tools) Excellent analytical, organisational, and report writing skills Strong understanding of FCA regulations and suitability requirements For Trainee Paraplanner Applicants: Experience in a financial advice firm (e.g., admin or adviser support role) Understanding of the advice process and end to end client journey High attention to detail and strong willingness to learn Good communication and organisational skills Commitment to working toward professional qualifications The Successful Candidate Will Receive Excellent Benefits: Competitive salary with structured career progression Performance related bonus scheme (where applicable) 8% non contributory pension scheme Full exam support provided, including funding for study materials and initial exam attempts Clear salary progression linked to qualifications (for trainees) City centre parking Ongoing professional development and career advancement opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Technical Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) 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

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.

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role click apply for full job details

The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER