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
Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth click apply for full job details
Apr 27, 2026
Full time
Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth click apply for full job details
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.
Paraplanner Edinburgh (Hybrid) £38,000 £45,000 Benefits A fantastic opportunity for an experienced Paraplanner to join a growing and highly regarded financial planning firm in Edinburgh. This role offers exposure to high-quality client work and the chance to be part of a collaborative and professional team click apply for full job details
Apr 27, 2026
Full time
Paraplanner Edinburgh (Hybrid) £38,000 £45,000 Benefits A fantastic opportunity for an experienced Paraplanner to join a growing and highly regarded financial planning firm in Edinburgh. This role offers exposure to high-quality client work and the chance to be part of a collaborative and professional team click apply for full job details
Paraplanner Guildford (Hybrid Working) £40,000 £46,000 + Bonus + Benefits We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and deliverin click apply for full job details
Apr 27, 2026
Full time
Paraplanner Guildford (Hybrid Working) £40,000 £46,000 + Bonus + Benefits We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and deliverin click apply for full job details
Paraplanner Southampton / Exeter (either) £40,000 £46,000 + Benefits An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter. This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment click apply for full job details
Apr 27, 2026
Full time
Paraplanner Southampton / Exeter (either) £40,000 £46,000 + Benefits An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter. This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment click apply for full job details
Senior Paraplanner Glasgow (Hybrid Working) £50,000 £62,000 + Benefits We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow. This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professiona click apply for full job details
Apr 27, 2026
Full time
Senior Paraplanner Glasgow (Hybrid Working) £50,000 £62,000 + Benefits We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow. This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professiona click apply for full job details
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base click apply for full job details
Apr 27, 2026
Full time
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base 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 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)
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products - faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow. You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working. Scope and emphasis will flex with the successful candidate as the team scales. What You Will Do Partner & Account Manager Engagement Attend partner meetings and build trusted relationships from day one Represent our suitability capabilities externally with credibility Join account reviews to provide suitability context and flag risks or opportunities early Act as the go-to contact for partner queries on how our outputs perform in real advice workflows Demos, Training & Workshops Co lead product demos tailored to the audience, from principals to paraplanners Deliver training that gets users confident and competent quickly Run workshops that surface partner needs and turn feedback into action Build training assets and enablement materials Onboarding & Client Success Ensure every partner receives a consistent, high quality start to onboarding new partner firms. Support meeting cadence, demos, workshops and post go live support Partner with firms on adoption, expansion and ongoing success Keep client facing documentation, FAQs and how to content current Product & Engineering Contribution Feed partner and adviser insight into the roadmap; challenge assumptions early Contribute to testing and validation, bringing real world scenarios and edge cases Support market readiness documentation for internal and external users Troubleshoot blockers at the boundary between product capability and client expectation Cross functional Collaboration Work to shared standards, rituals and quality bar across the function Partner with colleagues to ensure GTM ready releases and aligned documentation Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale What We Are Looking For Essential Financial services background with genuine client delivery experience - you have owned outcomes in front of advisers, partners or end clients Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows Excellent communicator - able to simplify complexity without losing accuracy Confident running demos, training and workshops, and being a named point of contact Commercially aware, with the judgement to balance partner needs against product realities Informed view on where AI adds real value in regulated advice - and where it does not Comfortable bringing structure to ambiguity in a fast moving, test and learn environment Desirable Breadth across advice areas (protection, investments, pensions, later life) Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF) Start up or fintech experience Any hands on exposure to AI tools in a financial services context What We Offer A rare chance to shape how AI is delivered into financial advice firms Work on problems that matter - the outputs you help shape go into real advice files for real clients Clear specialist pathways as the function grows Close collaboration with the founding team - your voice will carry weight Competitive salary reflecting the specialist mix of client, commercial and domain skills Flexible working and room to grow into senior specialist, leadership or commercial roles
Apr 27, 2026
Full time
About Saturn Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth. The Role Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products - faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow. You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working. Scope and emphasis will flex with the successful candidate as the team scales. What You Will Do Partner & Account Manager Engagement Attend partner meetings and build trusted relationships from day one Represent our suitability capabilities externally with credibility Join account reviews to provide suitability context and flag risks or opportunities early Act as the go-to contact for partner queries on how our outputs perform in real advice workflows Demos, Training & Workshops Co lead product demos tailored to the audience, from principals to paraplanners Deliver training that gets users confident and competent quickly Run workshops that surface partner needs and turn feedback into action Build training assets and enablement materials Onboarding & Client Success Ensure every partner receives a consistent, high quality start to onboarding new partner firms. Support meeting cadence, demos, workshops and post go live support Partner with firms on adoption, expansion and ongoing success Keep client facing documentation, FAQs and how to content current Product & Engineering Contribution Feed partner and adviser insight into the roadmap; challenge assumptions early Contribute to testing and validation, bringing real world scenarios and edge cases Support market readiness documentation for internal and external users Troubleshoot blockers at the boundary between product capability and client expectation Cross functional Collaboration Work to shared standards, rituals and quality bar across the function Partner with colleagues to ensure GTM ready releases and aligned documentation Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale What We Are Looking For Essential Financial services background with genuine client delivery experience - you have owned outcomes in front of advisers, partners or end clients Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows Excellent communicator - able to simplify complexity without losing accuracy Confident running demos, training and workshops, and being a named point of contact Commercially aware, with the judgement to balance partner needs against product realities Informed view on where AI adds real value in regulated advice - and where it does not Comfortable bringing structure to ambiguity in a fast moving, test and learn environment Desirable Breadth across advice areas (protection, investments, pensions, later life) Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF) Start up or fintech experience Any hands on exposure to AI tools in a financial services context What We Offer A rare chance to shape how AI is delivered into financial advice firms Work on problems that matter - the outputs you help shape go into real advice files for real clients Clear specialist pathways as the function grows Close collaboration with the founding team - your voice will carry weight Competitive salary reflecting the specialist mix of client, commercial and domain skills Flexible working and room to grow into senior specialist, leadership or commercial roles
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Apr 26, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
Apr 26, 2026
Full time
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Apr 26, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered Responsibilities Provide Administration support to the Financial Advisers Organising client files for meetings, preparation of va click apply for full job details
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Apr 26, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team. This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload click apply for full job details
Apr 26, 2026
Full time
THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team. This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload click apply for full job details
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
Apr 26, 2026
Full time
Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm click apply for full job details
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Apr 26, 2026
Full time
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
