131 jobs found

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details

Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

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

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

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

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

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

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary £28,000 to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a Best Financial Advisor to Work for award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role Investment Accounts Executive To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: Establishment of Investment Accounts Day to Day Portfolio Management Calculations Liaison, Communications & Record Keeping Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills & abilities Educated to A level standard (or equivalent) as a minimum A minimum of 2 years experience in investment client servicing and administration role Knowledge of the services that the firm provides to clients and of investments and associated products IT / keyboard skills Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods phone, letter, e-mail, etc. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration & benefits Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). Discretionary bonus Based on business performance. Life assurance - 2 x salary. Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. Holiday - 24 days increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. Health cash plan scheme Includes support towards everyday health care costs, access to a discount s portal and Employee Assistance Programme. Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. Professional qualifications Financial support available for study materials and examinations along with study & exam leave. Communication and Recognition Regular staff updates and company events. Free parking If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals click apply for full job details

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi click apply for full job details