Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 11, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
Jun 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jun 11, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
Jun 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Jun 11, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth. The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators , and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts . This structure allows advisers to focus on client outcomes and business development rather than administration. The Opportunity The business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way. You will inherit a good level of existing clients , benefit from strong internal referral flow , and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking , with the backing of a recognised national brand. Key Responsibilities Managing and developing a portfolio of private clients Delivering holistic financial planning alongside discretionary investment management Identifying new client opportunities through referrals, networking and professional introducers Working collaboratively with Investment Managers and specialist teams Contributing to the ongoing growth and reputation of the Birmingham office Requirements Level 4 Diploma qualified CII or CISI Proven experience in a client facing Financial Planning role Comfortable developing relationships with professional connections Strong client relationship and communication skills Ambition to grow within a high quality, advice led business Reward and Benefits Salary up to £100,000 dependent on experience Generous discretionary annual bonus Pension contributions up to 12% Private medical insurance Critical illness cover Death in service Share incentive schemes Clear long term career progression This is an excellent opportunity to join a business at a pivotal stage of its growth, offering both stability and genuine long term opportunity for an ambitious Financial Planner.
Jun 10, 2026
Full time
Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth. The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators , and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts . This structure allows advisers to focus on client outcomes and business development rather than administration. The Opportunity The business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way. You will inherit a good level of existing clients , benefit from strong internal referral flow , and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking , with the backing of a recognised national brand. Key Responsibilities Managing and developing a portfolio of private clients Delivering holistic financial planning alongside discretionary investment management Identifying new client opportunities through referrals, networking and professional introducers Working collaboratively with Investment Managers and specialist teams Contributing to the ongoing growth and reputation of the Birmingham office Requirements Level 4 Diploma qualified CII or CISI Proven experience in a client facing Financial Planning role Comfortable developing relationships with professional connections Strong client relationship and communication skills Ambition to grow within a high quality, advice led business Reward and Benefits Salary up to £100,000 dependent on experience Generous discretionary annual bonus Pension contributions up to 12% Private medical insurance Critical illness cover Death in service Share incentive schemes Clear long term career progression This is an excellent opportunity to join a business at a pivotal stage of its growth, offering both stability and genuine long term opportunity for an ambitious Financial Planner.
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 10, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
PARAPLANNER £35,000 - £41,200 Leicester - Hybrid Working, Excellent Benefits Package The Job We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice. Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes. Key Responsibilities Include: Conducting provider and product research, fund performance analysis and cashflow modelling. Preparing bespoke and compliant suitability reports tailored to client needs. Analysing Fact Finds and Know Your Client (KYC) documentation to identify suitable recommendations. Supporting advisers with technical research and evidence-based recommendations. Managing complex cases and resolving technical queries. Maintaining your own workflow and meeting agreed deadlines and service standards. Communicating effectively with clients, providers and colleagues. Collaborating with the wider team to ensure a consistent and high-quality client experience. Ensuring all work is completed in line with regulatory and compliance requirements. The Candidate The ideal candidate will have previous paraplanning experience within a financial planning environment and be confident producing high-quality suitability reports. You will also have: Strong technical knowledge of pensions, investments and retirement planning. Experience with fund performance analysis, risk profiling and cashflow modelling. Excellent report-writing skills and attention to detail. The ability to interpret client information and produce suitable recommendations. Strong organisational skills with the ability to manage multiple priorities. A client-focused approach and excellent communication skills. Proficiency in Microsoft Word, Excel, Outlook and Teams. Experience with financial planning software and platforms (Curo experience advantageous). Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion. The Package £35,000 - £41,200 salary Hybrid working (up to 2 days from home following probation period) 33 days annual leave including bank holidays, increasing with service 10% non-contributory pension scheme Optional salary sacrifice pension contributions Life assurance (4x salary) Professional development and career progression opportunities Work anniversary reward scheme Free on-site parking Modern office environment with indoor and outdoor breakout areas Access to an on-site gym Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Jun 10, 2026
Full time
PARAPLANNER £35,000 - £41,200 Leicester - Hybrid Working, Excellent Benefits Package The Job We are recruiting on behalf of a well-established financial planning firm for an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers to deliver high-quality financial planning solutions. You will provide comprehensive support across research, analysis and suitability report writing. Helping ensure clients receive tailored and compliant advice. Working as part of a collaborative team, you'll manage cases from inception through to completion while playing a key role in maintaining exceptional service standards and client outcomes. Key Responsibilities Include: Conducting provider and product research, fund performance analysis and cashflow modelling. Preparing bespoke and compliant suitability reports tailored to client needs. Analysing Fact Finds and Know Your Client (KYC) documentation to identify suitable recommendations. Supporting advisers with technical research and evidence-based recommendations. Managing complex cases and resolving technical queries. Maintaining your own workflow and meeting agreed deadlines and service standards. Communicating effectively with clients, providers and colleagues. Collaborating with the wider team to ensure a consistent and high-quality client experience. Ensuring all work is completed in line with regulatory and compliance requirements. The Candidate The ideal candidate will have previous paraplanning experience within a financial planning environment and be confident producing high-quality suitability reports. You will also have: Strong technical knowledge of pensions, investments and retirement planning. Experience with fund performance analysis, risk profiling and cashflow modelling. Excellent report-writing skills and attention to detail. The ability to interpret client information and produce suitable recommendations. Strong organisational skills with the ability to manage multiple priorities. A client-focused approach and excellent communication skills. Proficiency in Microsoft Word, Excel, Outlook and Teams. Experience with financial planning software and platforms (Curo experience advantageous). Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion. The Package £35,000 - £41,200 salary Hybrid working (up to 2 days from home following probation period) 33 days annual leave including bank holidays, increasing with service 10% non-contributory pension scheme Optional salary sacrifice pension contributions Life assurance (4x salary) Professional development and career progression opportunities Work anniversary reward scheme Free on-site parking Modern office environment with indoor and outdoor breakout areas Access to an on-site gym Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 10, 2026
Full time
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 10, 2026
Full time
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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
Jun 10, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £33,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business 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
This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff. Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester click apply for full job details
Jun 10, 2026
Full time
This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff. Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester click apply for full job details
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.
Jun 10, 2026
Full time
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent Benefits The Opportunity An established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with Financial Advisers and Paraplanners, supporting clients throughout their financial planning journey across pensions, investments, protection, and wealth management solutions. The successful candidate will play a key role in ensuring the smooth delivery of client services while maintaining the highest standards of accuracy, compliance, and professionalism. Key Responsibilities New Business Administration Process and submit new business applications across pensions, investments, ISAs, bonds, and protection products. Ensure applications are completed accurately and submitted within agreed timescales. Monitor cases through to completion and proactively manage outstanding requirements. Client Servicing & Reviews Prepare valuations, reports, and review packs for adviser meetings. Support ongoing client servicing and review processes. Ensure all post-review actions are completed accurately and efficiently. Provider & Platform Liaison Liaise with providers and investment platforms to obtain valuations, illustrations, and policy information. Submit and manage Letters of Authority. Chase providers and third parties to ensure timely case progression. Client Records & Compliance Maintain accurate and up-to-date client records on back-office systems. Ensure all files are fully documented and audit-ready. Adhere to FCA regulations, Consumer Duty principles, and internal procedures at all times. Client & Adviser Support Act as a key point of contact for client and provider enquiries. Provide professional and efficient support to Financial Advisers and Paraplanners. Contribute to delivering an exceptional client experience throughout the advice process. What's on Offer? In addition to a competitive salary, you'll benefit from an outstanding package including: 25 days annual leave plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight - enjoy a paid day off every other week 5% employer pension contribution with enhanced salary sacrifice benefits Death in Service cover (10x salary) Private Medical Insurance Health Cash Plan Employee discounts and lifestyle benefits programme Study support and professional development opportunities Referral bonus scheme Discretionary performance bonus Why Apply? This is a fantastic opportunity to join a supportive and forward-thinking financial planning business that genuinely invests in its people. You'll enjoy a positive working environment, excellent work-life balance, and the opportunity to further develop your career within a growing organisation. If you're an experienced IFA Administrator looking for your next challenge, we'd love to hear from you.
Paraplanner / Senior Paraplanner Musselburgh, East Lothian Flexible Hybrid Working £35,000 to £60,000 DOE Chartered Study Support Long-Term Career Development Some support roles in financial planning become repetitive. Producing reports. Processing cases. Chasing providers click apply for full job details
Jun 10, 2026
Full time
Paraplanner / Senior Paraplanner Musselburgh, East Lothian Flexible Hybrid Working £35,000 to £60,000 DOE Chartered Study Support Long-Term Career Development Some support roles in financial planning become repetitive. Producing reports. Processing cases. Chasing providers click apply for full job details
Paraplanner - Nottingham - Hybrid Working Salary: £40,000-£50,000 plus benefits and bonus A leading national wealth management firm is seeking an experienced Paraplanner to join their Nottingham office. This role is mainly office based, with opportunity for home working 1 day per week. You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations. Key Responsibilities: Produce suitability reports, financial plans, and tax calculations to a high standard. Conduct detailed research, analysis, and cashflow modelling to support recommendations. Liaise with providers to obtain information on investments and financial products. Support client review meetings and ensure documentation is complete and compliant. Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice. Maintain and develop professional knowledge to meet continuous development requirements. About You: Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher. Strong understanding of financial products, FCA rules, and regulatory standards. Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms. Excellent written communication with meticulous attention to detail. Well-organised, self-motivated, and able to manage a varied workload. Collaborative approach with strong relationship-building skills. Passionate about sharing knowledge and supporting team development. Benefits: Competitive salary up to £50,000 for highly experienced candidates. Hybrid working (1 day from home). Generous holiday allowance plus public holidays Private medical insurance, digital GP access, and employee assistance programme. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers. This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Jun 10, 2026
Full time
Paraplanner - Nottingham - Hybrid Working Salary: £40,000-£50,000 plus benefits and bonus A leading national wealth management firm is seeking an experienced Paraplanner to join their Nottingham office. This role is mainly office based, with opportunity for home working 1 day per week. You will play an important role within the Paraplanning team, supporting Financial Planners and Administrators to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations. Key Responsibilities: Produce suitability reports, financial plans, and tax calculations to a high standard. Conduct detailed research, analysis, and cashflow modelling to support recommendations. Liaise with providers to obtain information on investments and financial products. Support client review meetings and ensure documentation is complete and compliant. Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice. Maintain and develop professional knowledge to meet continuous development requirements. About You: Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher. Strong understanding of financial products, FCA rules, and regulatory standards. Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms. Excellent written communication with meticulous attention to detail. Well-organised, self-motivated, and able to manage a varied workload. Collaborative approach with strong relationship-building skills. Passionate about sharing knowledge and supporting team development. Benefits: Competitive salary up to £50,000 for highly experienced candidates. Hybrid working (1 day from home). Generous holiday allowance plus public holidays Private medical insurance, digital GP access, and employee assistance programme. Pension and life assurance schemes. Enhanced family leave and employee referral scheme. Eye care vouchers. This is a fantastic opportunity to join a national wealth management firm with excellent career development opportunities, including pathways to Advanced Diploma or Chartered status, or a transition into financial planning.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
Jun 10, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job 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
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads click apply for full job details
Jun 10, 2026
Full time
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads click apply for full job details
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Jun 10, 2026
Full time
Mortgage Paraplanner Full Time Office Based Warrington Salary: £32k The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment. You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales. Duties for the role includes: Hands on approach for delivering agreed objectives and accountable for delivering the following: Responsibilities: Supporting Mortgage and Protection Advisors in the production of client reports. Assisting in the researching of appropriate products and solutions. Assist the Advisors in the management of cases to completion. Production of KFI for the product an adviser has selected. Creation of comprehensive and compliant suitability reports. Adherence to the service level agreements. Ensure compliance guidelines are met with each case. Adhering to Anti Money Laundering requirements. Liaising with internal contacts to ensure applications are completed accurately. Liaising between clients, professional contacts and providers. Ensuring correct filing of documents for compliance purposes. Excellent organisational skills. Strong communication skills. Ability to keep knowledge of Financial Services industry up to date. Good understanding of Financial Services industry and FCA requirements. Qualifications required for this role. Desirable CeMAP KEY WORKING RELATIONSHIPS: Key Working Relationships : - Customers: External customers. - Suppliers: Various Business Partners, Lenders, Providers, Suppliers - Other key relationships : Team of advisors, Managers and Directors.
Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Jun 10, 2026
Full time
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch for a confidential discussion.
Jun 10, 2026
Full time
Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 - 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 7 staff into the business and have seen the business grow from strength to strength in that time and they have a 5-year growth plan to take the business to the next level. The Directors are looking to offer an amazing opportunity to an Paraplanner with at least 2 years' experience and has genuine aspirations to be an adviser as they wish to train and mould the successful candidate into an adviser and sign you off with your Competent Adviser Status. You will ideally be level 4 diploma qualified or working towards this and seeking to do Chartered exams in the future. You will be confident writing suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £30m invested. My client are flexible salary wise but are willing to offer £40k - £50k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, PMI, 25 days holiday, DIS benefit, pension and entry into a BUPA scheme. Please get in touch for a confidential discussion.
