Exchange Street Executive Search
Nottingham, Nottinghamshire
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 30, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients click apply for full job details
Apr 30, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients 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.
Apr 30, 2026
Full time
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.
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Apr 30, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Are you a detail-driven Paraplanner who takes pride in producing high-quality, technically sound work? Whether you're an experienced professional or looking to take the next step in your paraplanning career, this is an opportunity to join a firm where your contribution genuinely matters. Brook Street Recruitment is partnering with a well-established and highly respected Financial Services firm in Belfast who are expanding their team. They are open to considering candidates at different stages of their paraplanning career - from developing professionals to seasoned experts - offering the chance to grow within a supportive, high-performing environment. This is more than a back-office role. You'll be a trusted partner to advisers, playing a key role in shaping positive client outcomes through accurate, compliant and well-structured advice. The Role As a Paraplanner, you will support advisers by delivering high-quality documentation and technical insight that underpins effective financial planning strategies. Key responsibilities include: Preparing clear, compliant suitability reports and client documentation within agreed timescales Analysing client information to support tailored financial planning recommendations Producing detailed reports and client presentations Responding to client and adviser queries with accuracy and professionalism Ensuring all work aligns with FCA and internal compliance standards Maintaining accurate documentation in line with regulatory requirements Supporting a culture of continuous improvement and professional development Criteria The client will speak with para-planners at a range of experience levels. You might already be highly experienced, or you could be progressing your career and looking for the right environment to develop further. You will ideally have: Level 4 Diploma qualified (or working towards) Previous para planning experience (level considered) Strong technical knowledge across financial planning products Good understanding of investments, pensions, protection and savings Awareness of suitability report standards and compliance requirements Excellent attention to detail and organisational skills Strong written and verbal communication abilities Proficiency in Microsoft Word, Excel and related systems A solid understanding of industry regulations and processes Salary will be depending on experience Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Apr 30, 2026
Full time
Are you a detail-driven Paraplanner who takes pride in producing high-quality, technically sound work? Whether you're an experienced professional or looking to take the next step in your paraplanning career, this is an opportunity to join a firm where your contribution genuinely matters. Brook Street Recruitment is partnering with a well-established and highly respected Financial Services firm in Belfast who are expanding their team. They are open to considering candidates at different stages of their paraplanning career - from developing professionals to seasoned experts - offering the chance to grow within a supportive, high-performing environment. This is more than a back-office role. You'll be a trusted partner to advisers, playing a key role in shaping positive client outcomes through accurate, compliant and well-structured advice. The Role As a Paraplanner, you will support advisers by delivering high-quality documentation and technical insight that underpins effective financial planning strategies. Key responsibilities include: Preparing clear, compliant suitability reports and client documentation within agreed timescales Analysing client information to support tailored financial planning recommendations Producing detailed reports and client presentations Responding to client and adviser queries with accuracy and professionalism Ensuring all work aligns with FCA and internal compliance standards Maintaining accurate documentation in line with regulatory requirements Supporting a culture of continuous improvement and professional development Criteria The client will speak with para-planners at a range of experience levels. You might already be highly experienced, or you could be progressing your career and looking for the right environment to develop further. You will ideally have: Level 4 Diploma qualified (or working towards) Previous para planning experience (level considered) Strong technical knowledge across financial planning products Good understanding of investments, pensions, protection and savings Awareness of suitability report standards and compliance requirements Excellent attention to detail and organisational skills Strong written and verbal communication abilities Proficiency in Microsoft Word, Excel and related systems A solid understanding of industry regulations and processes Salary will be depending on experience Please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details
Apr 30, 2026
Full time
Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
Apr 30, 2026
Full time
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
We re looking for an exceptional and experienced (ideally level 4 qualified but this is not essential) Paraplanner to join our client's dynamic and rapidly expanding national IFA business. The Company Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs. The Requirements You ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. The Role To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to: • Preparing review packs for client meetings. • Writing client reports and recommendations letters. • Preparing advice packs and application/nomination forms. • Submitting Requests for Information to providers • Keying amendments and adjustments to policies and new applications. • Cashflow planning. • Research, using available various tools. • Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint) To be successful in this role you ll: • Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered. • Possess an understanding of relevant regulation and legislation. • Have an understanding of investment, retirement and protection products and attitude to risk. • Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure. • Be articulate in terms of both industry language, tools and software systems. • Share our belief in independence and the primacy of the client. • Have experience working with Microsoft Word, Excel and Outlook. • Demonstrate ongoing commitment to your own development. The Reward We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That s why all our people receive: • 25 days paid holiday plus birthday and bank holidays. • Matched pension contribution up to 4% earnings with Royal London • Annual discretionary bonus • £50k Critical Illness Cover • 4 x Death in Service • Private medical Insurance. • Additional support for training and development with costs of further qualifications covered by the business. • Carbon footprint off-setting. • Two paid volunteering days per annum supported as part of our community support programme.
Apr 30, 2026
Full time
We re looking for an exceptional and experienced (ideally level 4 qualified but this is not essential) Paraplanner to join our client's dynamic and rapidly expanding national IFA business. The Company Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs. The Requirements You ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. The Role To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to: • Preparing review packs for client meetings. • Writing client reports and recommendations letters. • Preparing advice packs and application/nomination forms. • Submitting Requests for Information to providers • Keying amendments and adjustments to policies and new applications. • Cashflow planning. • Research, using available various tools. • Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint) To be successful in this role you ll: • Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered. • Possess an understanding of relevant regulation and legislation. • Have an understanding of investment, retirement and protection products and attitude to risk. • Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure. • Be articulate in terms of both industry language, tools and software systems. • Share our belief in independence and the primacy of the client. • Have experience working with Microsoft Word, Excel and Outlook. • Demonstrate ongoing commitment to your own development. The Reward We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That s why all our people receive: • 25 days paid holiday plus birthday and bank holidays. • Matched pension contribution up to 4% earnings with Royal London • Annual discretionary bonus • £50k Critical Illness Cover • 4 x Death in Service • Private medical Insurance. • Additional support for training and development with costs of further qualifications covered by the business. • Carbon footprint off-setting. • Two paid volunteering days per annum supported as part of our community support programme.
St. James's Place Wealth Management
Wrecclesham, Surrey
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey (GU9) Salary - up to £45,000 per annum This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients. The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers. You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients. You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Technical Adviser Assistant / Paraplanner Technical Support Conduct research across pensions, investments, protection and estate planning solutions Prepare and write clear, compliant and client-focused suitability reports Analyse existing client arrangements and identify planning opportunities Assist advisers with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with advisers, administration staff and practice manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Technical Adviser Assistant/Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Adviser Support role Strong suitability report writing skills Good knowledge of pensions, investments, protection and estate planning St. James s Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
St. James's Place Wealth Management
Ilkley, Yorkshire
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Apr 29, 2026
Full time
Financial Services Administrator (Part-time) Location Ilkley, Leeds (LS29) Salary - £35,000 FTE Hours: 25-30 per week, hybrid working (in office and working from home) Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge? You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice. The Role: Financial Services Administrator You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation Liaising with external Paraplanners to progress cases You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself Tracking the Business Pipeline, providing regular updates to both Clients and Advisers. The Person: Financial Services Administrator: The ideal candidate will have: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of £216.94bn Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Apr 29, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Apr 29, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Apr 29, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Apr 28, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
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
Apr 27, 2026
Full time
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
Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit for a Junior Paraplanner to support the continued growth of the business.This full-time, permanent opportunity would suit someone with experience in financial services administration or paraplanning support who is keen to work closely with advisers and technical specialists in a highly respected firm. The role offers strong exposure to the financial planning process and would particularly appeal to someone looking to develop their technical knowledge and progress within the industry over time.Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With impressive growth projections, this is an excellent opportunity to join a collaborative team environment where you will gain valuable exposure to the technical side of financial planning. What you'll be doing: Supporting advisers and technical specialists with the preparation of client documentation and financial planning reportsConducting research across pensions, investments and protection productsAssisting with the preparation of suitability reports and financial planning documentationManaging workflow and ensuring all client work is completed accurately and efficientlyMaintaining client records and ensuring processes are compliant with FCA and internal compliance standardsLiaising with advisers, providers and internal teams to help deliver positive outcomes for clients What you need to apply: Previous experience within financial services administration, wealth management or paraplanning supportStrong attention to detail and an interest in the technical side of financial planningProgress toward or interest in completing Level 4 Diploma qualifications would be advantageousExcellent communication and organisational skillsExperience with systems such as FE Analytics, Intelligent Office, Voyant or similar would be beneficialWhat's in it for you:Very competitive salary35-hour working week, Monday - Friday, 9am - 5pm with 1 day working from homeExam funding and study support for professional qualificationsGenerous annual leave allowance If you would like more information please contact Sam Evans at
Apr 27, 2026
Full time
Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit for a Junior Paraplanner to support the continued growth of the business.This full-time, permanent opportunity would suit someone with experience in financial services administration or paraplanning support who is keen to work closely with advisers and technical specialists in a highly respected firm. The role offers strong exposure to the financial planning process and would particularly appeal to someone looking to develop their technical knowledge and progress within the industry over time.Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With impressive growth projections, this is an excellent opportunity to join a collaborative team environment where you will gain valuable exposure to the technical side of financial planning. What you'll be doing: Supporting advisers and technical specialists with the preparation of client documentation and financial planning reportsConducting research across pensions, investments and protection productsAssisting with the preparation of suitability reports and financial planning documentationManaging workflow and ensuring all client work is completed accurately and efficientlyMaintaining client records and ensuring processes are compliant with FCA and internal compliance standardsLiaising with advisers, providers and internal teams to help deliver positive outcomes for clients What you need to apply: Previous experience within financial services administration, wealth management or paraplanning supportStrong attention to detail and an interest in the technical side of financial planningProgress toward or interest in completing Level 4 Diploma qualifications would be advantageousExcellent communication and organisational skillsExperience with systems such as FE Analytics, Intelligent Office, Voyant or similar would be beneficialWhat's in it for you:Very competitive salary35-hour working week, Monday - Friday, 9am - 5pm with 1 day working from homeExam funding and study support for professional qualificationsGenerous annual leave allowance If you would like more information please contact Sam Evans at
Dynamite Recruitment are supporting a well-established independent financial planning firm based in Liverpool , providing holistic, client-focused advice across retirement planning, investments, pensions, and protection. Whose approach is built on long-term relationships, high technical standards, and delivering clear, tailored advice to our clients. Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business. This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment. Key Responsibilities Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection Conducting technical research and product analysis Producing cashflow modelling and financial planning projections Assisting with client reviews and ongoing servicing Ensuring all advice documentation meets regulatory and compliance standards Liaising with providers, platforms, and internal administration teams Keeping up to date with regulatory, legislative, and product changes Skills & Experience Required Previous experience in a paraplanner or technical support role within financial planning Strong knowledge of UK financial planning, pensions, investments, and protection Excellent written and verbal communication skills High attention to detail and strong organisational skills Ability to work independently and as part of a team Hybrid working 3 days from home 2 days office (Liverpool) £40,000 - £45,000 For more details please apply or contact Tegan at Dynamite Recruitment
Apr 27, 2026
Full time
Dynamite Recruitment are supporting a well-established independent financial planning firm based in Liverpool , providing holistic, client-focused advice across retirement planning, investments, pensions, and protection. Whose approach is built on long-term relationships, high technical standards, and delivering clear, tailored advice to our clients. Due to continued growth, we are looking to recruit a Paraplanner to support the advisors and contribute to the ongoing success of the business. This role would suit an experienced paraplanner or a developing paraplanner looking to progress within a supportive and professional environment. Key Responsibilities Preparing suitability reports and recommendations across pensions, investments, retirement planning, and protection Conducting technical research and product analysis Producing cashflow modelling and financial planning projections Assisting with client reviews and ongoing servicing Ensuring all advice documentation meets regulatory and compliance standards Liaising with providers, platforms, and internal administration teams Keeping up to date with regulatory, legislative, and product changes Skills & Experience Required Previous experience in a paraplanner or technical support role within financial planning Strong knowledge of UK financial planning, pensions, investments, and protection Excellent written and verbal communication skills High attention to detail and strong organisational skills Ability to work independently and as part of a team Hybrid working 3 days from home 2 days office (Liverpool) £40,000 - £45,000 For more details please apply or contact Tegan at Dynamite Recruitment
Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 27, 2026
Full time
Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 27, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Apr 27, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
