139 jobs found

Paraplanner If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you. In this role, you will work closely with Financial Planners to turn client objectives into clear, well-reasoned and compliant financial planning recommend click apply for full job details

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. 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.

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 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 targe click apply for full job details

Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details

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

Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH 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

Paraplanner Poole Up to £45,000 Are you an experienced Paraplanner who enjoys technical depth, precision, and high-quality financial planning work? This is a full-time opportunity for a Paraplanner who values structure, compliance, and professional autonomy within a well-supported environment. If you re looking for a role where your technical expertise is genuinely relied upon, this Paraplanner position offers long-term challenge and stability. As a Paraplanner, you will benefit from: A full-time, technically focused role with clear responsibilities Autonomy to manage your workload independently Exposure to a broad range of pensions, investments, protection, and retirement planning cases A structured and professional working environment Close working relationships with experienced advisers and back-office support The opportunity to focus on quality and compliance rather than sales As a Paraplanner, your responsibilities will include: Preparing clear, compliant suitability reports across pensions, investments, protection, and retirement planning Conducting detailed product research and fund analysis aligned with client objectives and risk profiles Ensuring all documentation meets FCA, provider, and internal compliance standards Supporting advisers with pre- and post-meeting preparation Liaising with providers, platforms, and internal teams as required As a Paraplanner, your experience will include: Level 4 Diploma qualified as a minimum Proven experience in a paraplanning role within a regulated financial advice firm Strong technical knowledge of pensions, investments, and retirement planning Excellent attention to detail with a strong understanding of FCA compliance requirements Confidence using CRM and financial planning systems with high standards of record-keeping Experience using cash flow modelling software such as Voyant or FinCalc, highly desirable If you're ready to take the next step in your career and progress as a technically focused Paraplanner , we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon for more information.

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

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