146 jobs found

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). Working in a collaborative, client-focused team you will work closely with Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details

Paraplanner Wokingham £38,000 - £50,000 We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do. Responsibilities Responsi

Financial Services Administrator- Competitive Salary- Shaftesbury / Corsham /Canford Cliffs / Sherborne/ In Office The Role Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you. We re looking for a Financial Services Administrator to join our team and make an immediate impact. You ll support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise. This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency. If you re a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team. Key Responsibilities: Client & Policy Administration Process applications, policy changes, and transfers accurately manage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels. Adviser Support Respond to routine queries and escalate complex cases and grow problem-solving skills. Compliance & Quality Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards. Reporting & MI Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement. The Company Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. You ll join a supportive team where your input directly impacts client experiences and business success. The Benefits Develop technical and compliance skills while gaining hands-on experience Supportive team culture with opportunities to learn and progress Play a key role in delivering excellent client experiences The Person Experience in financial services administration or support. Knowledge of pensions, investments, protection, or tax-related administration. Strong organisational skills and attention to detail. Excellent written and verbal communication. Ability to prioritise tasks and manage multiple deadlines.

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 o

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing

Location: Stamford, Lincolnshire (Hybrid Working Available) Job Type: Full-time, Permanent Sector: Financial Planning / Wealth Management / IFA THE ROLE PARAPLANNER Producing comprehensive suitability reports and financial planning documentation Conducting technical research across pensions, investments, protection, and retirement planning Supporting advisers with FCA-compliant recommendations Using fin click apply for full job details

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 o click apply for full job details

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details

Paraplanner Location: Leicestershire Salary: £28,000 - £37,000 per annum (DOE) Hours: Monday-Friday, 9:00am-5:00pm Contract: Full-time, permanent Flexibility: Potential for flexible working for the right candidate Our client, a well-established Chartered IFA and accountancy firm based in Leicestershire, is looking to recruit an experienced and detail-focused Paraplanner to join their growing financial planning team. This is an excellent opportunity for a Paraplanner seeking long-term progression within a professional, supportive environment, with strong backing for exams, career development and future advancement. The Paraplanner Role Supporting Financial Advisers with full paraplanning duties Preparing suitability reports, financial planning recommendations and technical research Conducting detailed product and fund research Analysing client information and financial objectives Ensuring all work is compliant with FCA regulations and internal standards Liaising with advisers, administrators and providers as required The Ideal Candidate Previous experience working as a Paraplanner (or strong technical administrator looking to step up) Good working knowledge of pensions, investments and protection products Strong attention to detail and technical ability Progress towards, or willingness to study for, relevant financial planning qualifications (e.g. Diploma in Regulated Financial Planning) Excellent written and verbal communication skills Organised, proactive and able to manage workload effectively What's on Offer Salary of £28,000 - £37,000 per year (depending on experience) Excellent progression opportunities within a Chartered firm Full study support for professional qualifications Monday to Friday working hours (9-5) Potential for flexible or hybrid working for the right candidate Supportive, professional and collaborative working environment Additional benefits package Next steps: Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact our commercial team on (phone number removed). If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. About Regional Recruitment Services - A Recruitment Agency in Leicester. This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website url removed .

Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.