6 jobs found

Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.

Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.

Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.