10 jobs found

We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based

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.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.

Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa 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.

Junior Paraplanner Full-Time Permanent Hybrid Taunton 35 hours per week Are you passionate about delivering outstanding client service and developing your skills towards a full paraplanner role? We are seeking a proactive, confident Junior Paraplanner with a can-do attitude that is able to follow processes and take their own initiative to collaborate with Financial Advisers, Paraplanners and other colleagues to elevate the experience of our clients clients. If you thrive in a collaborative environment, are committed to excellence and have an analytical mindset, we would love to hear from you. This position is based in our clients Taunton office with the flexibility for some hybrid working from home as agreed. Your day to day duties would include (but are not limited to): Managing communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases and obtaining key information and updates where required. Sourcing key information for paraplanners and advisers from provider systems or via Telephone/email. Sourcing provider illustrations, documents and forms and keying the initial application stages into provider platforms and websites. Preparing research and analysis documents as required. Pre-populating forms as far as possible with client information and referring back to colleagues for details on any advice recommendations. Packaging reports and letters from the paraplanning team, ensuring that all documents and forms are enclosed. Preparing simple letters and annual review documents, which would increase in complexity following training and support within the team. Completing additional training as required to support development and regulatory exams, actively working towards paraplanner status. Preparing clear and concise handover notes for colleagues in other teams. Documenting/updating processes relevant to your role where necessary and sharing knowledge with your colleagues. Identifying opportunities for improvements and efficiencies within the processes and proactively flagging these with your line manager for continuous improvement. About you You are looking for a role that is heavily focused on building and maintaining excellent working relationships. Working as a team with Financial Advisers and paraplanners to provide excellent service to our clients. You have a pragmatic, analytical mindset and take pride in achieving high standards. 2 years minimum experience in Financial Advice Services. R01 is desirable but not essential, however equivalent experience should be demonstrable for those without industry exams. Excellent interpersonal and client care skills. Proven ability to work under own initiative and prioritise key tasks for efficiency. Excellent diary management, planning and organisational skills. Professional, articulate, and confident. Keen attention to detail and a problem-solving mind Empathetic and patient when dealing with difficult situations Competent with IT systems, especially Microsoft Office. Experience of systems such as IO and providers Confidence to ask questions and have a "can do" attitude. Motivated, flexible and proactive, and able to multi-task around tight deadlines. Our Clinet offers a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Core benefits Financial benefits: Pension Group life assurance - up to four times your core salary Health Cash Plan to help cover the costs of everyday healthcare 28 Days annual leave - plus bank holidays Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.