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 23, 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.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Apr 23, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
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 23, 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.
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Apr 23, 2026
Full time
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Part-Time Paraplanner Flexible Hours (19.5-30) £45k FTE A fantastic opportunity for a Paraplanner looking for flexibility and the chance to make a real impact. This firm is bringing paraplanning in-house for the first time , offering a unique chance to shape processes and play a key role in supporting advisers. What s on offer: £45,000 FTE (pro rata) 19.5-30 hours per week 1 day in the office, rest flexible If you re looking for a role that offers autonomy, flexibility, and the chance to build something, get in touch to find out more.
Apr 23, 2026
Full time
Part-Time Paraplanner Flexible Hours (19.5-30) £45k FTE A fantastic opportunity for a Paraplanner looking for flexibility and the chance to make a real impact. This firm is bringing paraplanning in-house for the first time , offering a unique chance to shape processes and play a key role in supporting advisers. What s on offer: £45,000 FTE (pro rata) 19.5-30 hours per week 1 day in the office, rest flexible If you re looking for a role that offers autonomy, flexibility, and the chance to build something, get in touch to find out more.
My Key Recruitment
Sutton Coldfield, West Midlands
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser click apply for full job details
Apr 23, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser 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 23, 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.
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 22, 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.
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business. Location: Can be office based but home working is also available. Hours: Full time. 9am until 5pm (Monday to Friday) Salary; £30,000 - £40,000+ Negotiable Contract type: Permanent Benefits; 1 click apply for full job details
Apr 22, 2026
Full time
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business. Location: Can be office based but home working is also available. Hours: Full time. 9am until 5pm (Monday to Friday) Salary; £30,000 - £40,000+ Negotiable Contract type: Permanent Benefits; 1 click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Apr 22, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details
Apr 22, 2026
Full time
Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Apr 22, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Worcester (Office-based) Salary: £35,000 £40,000 per annum (depending on qualifications and experience) Benefits: 25 days annual leave plus bank holidays and your birthday off Matched pension contributions up to 4% £50,000 Critical Illness Cover 4x Death in Service Cover Private Medical Insurance Fully supported click apply for full job details
Ernest Gordon Recruitment
Weston-super-mare, Somerset
Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service click apply for full job details
Apr 22, 2026
Full time
Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service click apply for full job details
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Apr 22, 2026
Full time
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Apr 22, 2026
Full time
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details
Apr 22, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Apr 22, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. The Day-to-Day: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of PCA Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Apr 21, 2026
Full time
Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Apr 21, 2026
Full time
Job Title: Paraplanner Salary: £45,000 Location: Ware, Herts Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. Work in a successful business where you can show off your independent thinking, desire to contribute to a business, attend new client meetings and work both from home and office location. Duties of the Paraplanner role: Understanding and analysing new and existing client current personal and financial circumstances and objectives Fielding new business calls from prospective clients Writing and producing detailed suitability reports Researching products for client individual circumstances and goals Communicating with clients and working closely with the Financial Advisers Supporting Financial Adviser and working as a team Joining client meetings where required Working with Network regulator to assist with FCA compliance Salary and Benefits for the Paraplanner role: Competitive local salary of £45k Hybrid flexible working structure 25 days holiday (inc. bank holidays) 5% pension contribution DIS Training available. First exam paid for. CII - RO. Level 4 Dip. First exam paid for by employer Close to Train station location 9-5.30pm Mon - Fri Skills and experience required: Minimum of 3 years in a Paraplanning experience preferred Please apply on line or call (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Apr 21, 2026
Full time
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
