128 jobs found

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and F click apply for full job details

Paraplanner Leeds (Hybrid - 2 days from home) £40,000 - £50,000 basic Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds. This is an excellent opportunity to become part of a dynamic team at an exciting stage of development click apply for full job details

We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester. Salary: 37,500 per annum Working: Monday to Friday 25 days annual leave plus statutory bank holidays Free onsite parking About the role: To provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing. Product research, fund performance and risk analysis, and cashflow modelling. Prepare bespoke, compliant suitability reports tailored to individual client needs. Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions. Support senior staff and advisers with technical analysis and recommendations. Manage complex cases from inception to completion Resolving technical queries and providing suitable remedies. Maintain your own workflow, working independently to meet deadlines. Collaborate with team members to ensure consistent service delivery. About you: Proven experience in paraplanning and report writing within financial services. Strong technical knowledge of pensions, investments, and retirement planning. Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports. Experience with: Fund performance and risk analysis Cashflow modelling Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems. Qualifications : Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion. If you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply! For more information, please call Rebecca on (phone number removed). S14 About Us We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options. We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies Privacy Notice.

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 C click apply for full job details

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