At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Mar 19, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Mar 19, 2026
Full time
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Mar 19, 2026
Full time
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Mar 19, 2026
Full time
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary development team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. A strategic requirement has arisen within the Rural Surveying team in the Towcester office for a Chartered Surveyor to grow Berrys provision in the area. The ideal candidate will be MRICS-qualified and possess a strong understanding of the rural landscape, having had plentiful experience of a wide range of professional work. The successful candidate would have a track record of growing teams, creating brand awareness and establishing strong networks and relationships. Associate Rural Chartered Surveyor - Operational Requirements: Be the internal figurehead of our Rural Surveyors offer within the Towcester office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Experienced with hands-on experience in rural tenancy management, including Farm Business Tenancies and Agricultural Holdings Act Tenancies. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role will have a strategic focus, it is expected that candidates also deliver on their delivery obligations, working alongside the team to coordinate and provide expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Ensure compliance with RICS standards, agricultural policy and environmental legislation, while anticipating regulatory changes Demonstrate a strong understanding of the financial requirements of our business and shape the way the team works to increase efficiency, productivity and profitability. Associate Rural Chartered Surveyor - Strategic Requirements: Quickly gain a strong understanding of the business model, our various service offerings and critically how they work together to create a unique offer to our clients. Utilise a track record of marketing, business development and brand awareness to demonstrably grow our development offer within Northamptonshire. Create a strong network of developers, landowners, property owners, occupiers and investors within the area and begin to increase the opportunities. Utilise existing connections and relationships to increase the level and quality of our instructions within Northamptonshire and, where possible, the wider service offers within the business. Gain an intimate understanding of our agency offer, the opportunities and weaknesses that we currently face and implement a plan to diversify. This should include both the types of agency development work we do as well as the markets we operate in. Represent the company at industry events and build a strong professional network. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits: The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Mar 19, 2026
Full time
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary development team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. A strategic requirement has arisen within the Rural Surveying team in the Towcester office for a Chartered Surveyor to grow Berrys provision in the area. The ideal candidate will be MRICS-qualified and possess a strong understanding of the rural landscape, having had plentiful experience of a wide range of professional work. The successful candidate would have a track record of growing teams, creating brand awareness and establishing strong networks and relationships. Associate Rural Chartered Surveyor - Operational Requirements: Be the internal figurehead of our Rural Surveyors offer within the Towcester office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Experienced with hands-on experience in rural tenancy management, including Farm Business Tenancies and Agricultural Holdings Act Tenancies. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role will have a strategic focus, it is expected that candidates also deliver on their delivery obligations, working alongside the team to coordinate and provide expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Ensure compliance with RICS standards, agricultural policy and environmental legislation, while anticipating regulatory changes Demonstrate a strong understanding of the financial requirements of our business and shape the way the team works to increase efficiency, productivity and profitability. Associate Rural Chartered Surveyor - Strategic Requirements: Quickly gain a strong understanding of the business model, our various service offerings and critically how they work together to create a unique offer to our clients. Utilise a track record of marketing, business development and brand awareness to demonstrably grow our development offer within Northamptonshire. Create a strong network of developers, landowners, property owners, occupiers and investors within the area and begin to increase the opportunities. Utilise existing connections and relationships to increase the level and quality of our instructions within Northamptonshire and, where possible, the wider service offers within the business. Gain an intimate understanding of our agency offer, the opportunities and weaknesses that we currently face and implement a plan to diversify. This should include both the types of agency development work we do as well as the markets we operate in. Represent the company at industry events and build a strong professional network. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits: The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
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. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Mar 19, 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. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Mar 19, 2026
Full time
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
Mar 19, 2026
Full time
We are seeking a dedicated and experienced Paraplanner to join our client's team in Exeter on a permanent basis. In this role, you will play a vital part in preparing comprehensive client reports, assisting with financial plan development, and supporting the annual planning meeting process. You will work closely with financial advisers to ensure clients' needs are accurately understood and met, c click apply for full job details
Taylor James Professional Recruitment LTD
City, London
We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners, who will offer totally independent financial planning to a provided client bank. . click apply for full job details
Mar 19, 2026
Full time
We are exclusively partnered with a boutique firm of financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking Senior Financial Planners, who will offer totally independent financial planning to a provided client bank. . click apply for full job details
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 click apply for full job details
Mar 19, 2026
Full time
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 click apply for full job details
Job Title: Paraplanner Location: Banbury Sector: Financial Planning Salary: Negotiable About the Company An established and reputable financial planning and wealth management firm, known for delivering high-quality advice and investment solutions to private clients. The business promotes a culture of professionalism, integrity, and long-term client relationships. The Opportunity A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and another financial planner and you will play a key role in supporting the these planners through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to progress to an advisor position in the near future, if desired. Key Responsibilities Produce and package financial reports for a variety of Pensions, and Investment products. Create and compile reports, illustrations and fund research. Answer technical queries and liaise with clients as and when needed. Perform cash flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience: Diploma qualified (Desireable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes: Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Able to work independently and collaboratively within the Paraplanning team. Technically competent with Microsoft programs, and ideally experience with Intelligent Office or FE Analytics. Familiarity with platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable. Some of the Benefits Strong Holiday Allowance Exam Support Enhanced Maternity Pay Death in Service 5% pension Healthcare Plan Progression to an advisory position, if desired
Mar 19, 2026
Full time
Job Title: Paraplanner Location: Banbury Sector: Financial Planning Salary: Negotiable About the Company An established and reputable financial planning and wealth management firm, known for delivering high-quality advice and investment solutions to private clients. The business promotes a culture of professionalism, integrity, and long-term client relationships. The Opportunity A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and another financial planner and you will play a key role in supporting the these planners through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to progress to an advisor position in the near future, if desired. Key Responsibilities Produce and package financial reports for a variety of Pensions, and Investment products. Create and compile reports, illustrations and fund research. Answer technical queries and liaise with clients as and when needed. Perform cash flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience: Diploma qualified (Desireable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes: Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Able to work independently and collaboratively within the Paraplanning team. Technically competent with Microsoft programs, and ideally experience with Intelligent Office or FE Analytics. Familiarity with platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable. Some of the Benefits Strong Holiday Allowance Exam Support Enhanced Maternity Pay Death in Service 5% pension Healthcare Plan Progression to an advisory position, if desired
