Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
Mar 17, 2026
Full time
Are you an experienced Senior Paraplanner looking to join a highly respected and fast-growing Wealth Management firm with genuine opportunities for long-term career progression? This is an excellent opportunity to become part of a well-established and expanding Wealth Planning team within a leading UK financial services organisation. The firm combines a boutique approach to financial planning with the infrastructure and stability of a larger group, offering a supportive, collaborative environment and a strong culture of professional development. The Role As a Senior Paraplanner, you will work closely with a team of experienced Financial Planners to deliver high-quality technical support and client-focused advice. You will prepare complex suitability reports, undertake detailed research across pensions, investments, protection, and tax planning, and contribute to process and efficiency improvements across the team. You will also play a key role in supporting and mentoring junior paraplanners, helping to build technical capability and ensuring consistently high standards of service and compliance. Key Responsibilities Conduct research and analysis across a wide range of financial planning products Prepare high-quality, compliant suitability reports and supporting documentation Undertake cashflow modelling and financial analysis where required Liaise with Financial Planners to develop holistic advice strategies for clients Support and coach junior paraplanners, contributing to continuous improvement initiatives Maintain up-to-date technical knowledge and ensure adherence to all regulatory requirements About You Level 4 Diploma in Regulated Financial Planning (or equivalent) essential Ideally working towards Chartered status (desirable but not essential) Proven experience in a paraplanning role, with exposure to complex client cases Strong technical knowledge of pensions, investments, and protection products Excellent communication, organisation, and attention to detail Confident using Microsoft Office and financial planning software (e.g. XPlan, cashflow modelling tools) The Offer Salary: £50,000 - £60,000 depending on experience Hybrid working: Office-based during probation, moving to 3 days in the office and 2 from home Benefits: Competitive package including bonus and comprehensive benefits Progression: Clear pathway to advisory or senior leadership roles If you're an experienced paraplanner ready to take the next step in your career, this is an excellent opportunity to join a forward-thinking wealth management firm that values professional growth, collaboration, and client excellence.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Paraplanner to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office Hands-on involvement in cash flow modelling, investment reviews, and technical report writing You'll join client meetings and have a voice in strategic conversations Work with senior advisers who value people as much as performance Competitive salary - up to £60,000 DOE Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home. If you're a Paraplanner who wants more impact and more visibility in their next role, let's talk. We are also looking for a Senior Administrator for the same client due to a busy workload.
Mar 17, 2026
Full time
Are you an experienced Paraplanner Team Leader in the Financial Services sector? We're partnering with a highly respected financial planning firm in Berkhamsted, Hertfordshire, looking for a Paraplanner Team Leader who thrives on research, cash flow modelling, and contributing meaningfully to client strategy who is comfortable Managing a team of Paraplanners. You will collaborate with the Management team and giving guidance to ensure best practice. If you're tired of being seen as just a back-office function and want to be a true partner to advisers on complex cases, this could be the right step forward. What we're looking for: Diploma Level 4 as a minimum (working towards Chartered? Even better) Experience with systems like X-Plan or Intelligent Office Someone who enjoys turning complexity into clarity for clients A proactive and detail-oriented mindset Happy leading a team. What sets this opportunity apart: Hybrid structure - focus from home, collaborate in-office Hands-on involvement in cash flow modelling, investment reviews, and technical report writing You'll join client meetings and have a voice in strategic conversations Work with senior advisers who value people as much as performance Competitive salary - up to £60,000 DOE Excellent benefits and holiday entitlement. This is a hybrid role up to 3 days from home. If you're a Paraplanner who wants more impact and more visibility in their next role, let's talk. We are also looking for a Senior Administrator for the same client due to a busy workload.
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period. Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package. This would suit professional and proactive candidates looking for a role that provides earnings directly related to performance.
Mar 17, 2026
Full time
Our client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period. Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package. This would suit professional and proactive candidates looking for a role that provides earnings directly related to performance.
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
Mar 17, 2026
Full time
& Excellent Benefits About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepare you to deliver exceptional service to clients while advancing your technical expertise. The role is based in Colchester, but you'll need to be flexible and able to travel to other Essex offices when necessary. A driving licence would be beneficial. About You - Assistant Financial Planner We're seeking a dedicated and detail-focused professional with: A CII Level 4 Diploma in Regulated Financial Planning (or equivalent). A minimum of two years' experience as a Paraplanner or in training for a Financial Planner role within an IFA Practice. A genuine enthusiasm for client service and career development in financial planning. A proactive approach to managing additional study and workload effectively. Key attributes and skills: Strong communication and interpersonal skills, with the ability to build rapport and show empathy. Excellent organisational and multitasking abilities under pressure. Proficiency in Microsoft Office 365 (Excel, Word, Outlook). Professionalism, flexibility, and reliability. A collaborative mindset, balanced with the ability to work independently. Alongside a competitive package, you'll benefit from: A clear pathway to becoming a Financial Planner. Expert training and mentoring within a supportive team environment. The opportunity to be part of a respected and established firm. How to Apply If you're ambitious, client-focused, and ready to advance your career, this Assistant Financial Planner we'd love to hear from you. Please send your CV to Sam Negbenebor.
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
Mar 17, 2026
Full time
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
Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
Mar 17, 2026
Full time
Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Mar 17, 2026
Full time
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 17, 2026
Full time
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role. This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You'll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients. Key Responsibilities: Analyse client information to develop tailored advice Provide technical support including cashflow modelling and investment analysis Prepare detailed suitability and recommendation reports Liaise with clients and providers to gather necessary information Manage complex client cases end-to-end, maintaining high accuracy and standards Assist in process development and potentially mentor junior team members What We're Looking For: Minimum 5 years' experience in a paraplanning role Excellent technical knowledge in pensions, investments, and financial planning Confident working directly with clients and managing high-value cases Proficient in Voyant, FE Analytics, and Microsoft Office Chartered Financial Planner (or working towards) A proactive, detail-driven, and commercially aware individual Ideally someone who has implemented processes or led a small team What's on Offer: Salary between £50,000 - £60,000+ (potential flexibility for exceptional candidates) Discretionary annual bonus Fully remote working setup (with travel to London 4x/year) Supportive, collaborative culture Exposure to interesting and varied work with high-calibre clients If you're a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we'd love to hear from you.
Mar 17, 2026
Full time
A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role. This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You'll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients. Key Responsibilities: Analyse client information to develop tailored advice Provide technical support including cashflow modelling and investment analysis Prepare detailed suitability and recommendation reports Liaise with clients and providers to gather necessary information Manage complex client cases end-to-end, maintaining high accuracy and standards Assist in process development and potentially mentor junior team members What We're Looking For: Minimum 5 years' experience in a paraplanning role Excellent technical knowledge in pensions, investments, and financial planning Confident working directly with clients and managing high-value cases Proficient in Voyant, FE Analytics, and Microsoft Office Chartered Financial Planner (or working towards) A proactive, detail-driven, and commercially aware individual Ideally someone who has implemented processes or led a small team What's on Offer: Salary between £50,000 - £60,000+ (potential flexibility for exceptional candidates) Discretionary annual bonus Fully remote working setup (with travel to London 4x/year) Supportive, collaborative culture Exposure to interesting and varied work with high-calibre clients If you're a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we'd love to hear from you.
