261 jobs found

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details

Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)

Business Support Administrator £28k Based in Preston Permanent Your new company We are seeking a proactive and highly organised Business Support Administrator to join our growing team. We are a well-established financial services organisation based in Preston with a rich history and our ethos is all about putting the clients' interests first. This role will provide essential support to Financial Advisers and Paraplanners, helping to deliver a high-quality service to our clients. The ideal candidate will have experience in Administration and, ideally, financial services, but not essential. This is a fantastic opportunity for someone who thrives in a fast-paced environment and takes pride in accuracy and client service. Your new role Duties and responsibilities will include: Provide comprehensive administrative support to Financial Advisers and Paraplanners.Maintain accurate client records and CRM systems in line with company standardsCommunicate effectively with clients, providers, and internal teamsSubmit Letters of Authority and collate plan information for research and analysisPrepare client packs for annual review meetingsAssist with income reconciliation processesHandle incoming enquiries professionally, including meeting and greeting clientsSupport general business operations and assist colleagues when requiredEnsure all work meets service level agreements and maintains high data accuracyAdhere to company policies, procedures, and regulatory requirements What you'll need to succeed You will have previous experience within administration and must thrive working as part of a team. The organisation very much focusses on outcomes, so you must be able to work on your initiative and work to goals. You will ideally have experience within a professional services business or, at the very least, have an interest in the Financial Services sector. What you'll get in return This is an amazing opportunity to work with a team that is vastly experienced and will offer you the opportunity to grow within the role and business. The vacancy has become available due to an internal promotion. The post is paying up to £28k and comes with an excellent benefits package including - 22 days + bank hols + Christmas closure and your birthday off which doesn't affect your holiday entitlement. You will be based in Fulwood and will work full-time 37.5 hours per week from Monday-Friday. This is an excellent opportunity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Senior Technical Paraplanner Leeds City Centre Hybrid Working Available An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team. With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities. The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team. This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development. The Role You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work. Typical responsibilities will include: Producing high quality suitability reports and technical recommendations Conducting detailed research across pensions, investments, tax planning and protection Supporting advisers with complex cases involving HNW and UHNW clients Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios Liaising with providers and internal teams to progress business efficiently Assisting in mentoring and supporting junior members of the Paraplanning team Potentially taking on team leadership responsibilities including workflow management and technical oversight About You The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning. The ideal candidate will have: Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge across pensions, investments and tax planning Experience working with complex and high value client cases Excellent report writing and analytical skills Strong attention to detail and organisational abilities A professional and collaborative approach Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered. The business actively encourages further study and professional development. Career Progression This opportunity offers genuine flexibility around long term career direction. Potential future pathways could include: Senior Technical Specialist Team Leader or Management responsibilities within the Paraplanning function Transition into a client facing advisory role in the future Package and Benefits Salary completely negotiable depending on experience and technical capability - apply for more info Hybrid working available following probation, with up to 2 days working from home per week Flexible working hours with an emphasis on consistency and work life balance Death in Service cover of 4x salary Private medical insurance Full study support and encouragement towards Chartered status Generous annual discretionary bonus 5% employer pension contribution Regular staff social events and team activities Annual salary reviews Long term career progression opportunities within a stable and growing business Opportunity to work alongside highly experienced professionals on complex and rewarding cases This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.

Financial Adviser - Northwest A fantastic opportunity has arisen for a Financial Adviser to join a well-established, independent and directly authorised financial planning business with a strong regional presence across the Northwest. What is on offer for the Financial Adviser? £Competitive, attractive remuneration structure with 1x validation Realistic earnings of around £75,000 including bonus All clients provided and all appointments pre-booked Remote advice, so no need to travel up and down the country An employed position offering the stability of a secure income Financial Adviser Role Accountabilities This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career. Financial Adviser Requirements Level 4 Diploma Qualified via CII or LIBF. Experience within a financial advice role, or paraplanning with client contact. A warm and engaging character who easily builds rapport and trust with clients. A polished and articulate communication style, both verbal and written An ability to work in a fast paced and busy role motivated to give exceptional levels of service. For further details on the Financial Adviser role or to apply Please send your cv to . com

Technical Administrator £24,500 - £30,000Wimborne Minster Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Would you like to work for a leading Pensions Consultancy and their growing Pensions Data Solutions team? This is a senior, client-facing role focused on helping UK Pension schemes resolve complex data challenges. You'll lead the delivery of Pensions data projects, oversee project teams, and act as a trusted adviser to trustees and senior stakeholders, working across a diverse portfolio of Pension schemes. The role Build and execute Pensions data strategies that deliver strong client outcomes Lead and oversee multiple Pensions data projects simultaneously (assess, cleanse, create and remediate data) Act as a trusted adviser to trustees, Pension managers and key stakeholders Deliver high-quality client reports and presentations on technical Pensions data issues Build strong working relationships with administrators, actuaries, legal advisers and internal teams Scope, cost and support new project opportunities while balancing commercial and client priorities What we're looking for Strong consulting and stakeholder management skills Excellent knowledge of UK Defined Benefit Pension scheme provisions and legislation Experience delivering Pensions data projects and presenting to clients Ability to manage multiple workstreams and lead project teams Strong Excel and PowerPoint skills, with the ability to communicate technical material clearly Why consider this opportunity? Work on complex, high-impact Pensions data projects Lead innovative data solutions for a wide range of Pension schemes Supportive, collaborative environment with strong career development opportunities Competitive benefits package and flexible working arrangements If you're a technically minded Pensions professional looking to step into a senior, influential role, or know someone who might be, please do apply or message me directly! Please quote 52201 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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

Financial Planner job offering future opportunities to join a growing advice business Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move. This firm champions a planning led approach where Financial Planners build long term client relationships through meaningful conversations, structured cashflow planning and clear financial strategies. As a result of the high service standards, planners are expected to grow their client banks through referrals, which naturally emerge when clients feel well supported and understand the value of their advice. With well governed investment propositions, efficient digital processes and strong technical teams behind you, the focus stays firmly on delivering excellent client outcomes rather than administrative workload. Vacancies arise as the business expands through organic growth and acquisitions, creating opportunities for experienced Financial Planners to takeover client relationships and develop them further. These future roles are ideal for individuals who value structure, enjoy deep client engagement and want to contribute to the ongoing growth of a modern planning business. Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalent Experience within an IFA or wealth management environment Strong understanding of holistic financial planning and cashflow modelling Proven ability to build long term client relationships Desirable Chartered or working towards The Company A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop. Financial Planner Benefits Excellent salaries, with packages considered based on experience and client bank available Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Supported by quality Paraplanners and Administrators Modern systems and streamlined processes Location Future opportunities may arise across: North Lancashire to South Cumbria Preston / Fylde Coast Shrewsbury to South Manchester Wirral If you would like to be considered for future Financial Planner roles as they become available, apply now to register your interest. 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.

Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations. The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience. Key Responsibilities: Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication Act as the first point of contact for any client or thirdparty questions Maintain a highlevel of industry and regulatory knowledge Handle all compliance documentation Ensure all data and information is maintained accurately on the inhouse system Support with a combination of residential, commercial and BTL mortgages, through to completion Key Experience: Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential Strong administrative experience, able to work both independently and as part of a team Excellent communicator, confident working with colleagues, clients and third parties of all levels Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times Excellent written and verbal communication Great attitude to work, keen to learn and progress This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.

An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average paraplanning role, you will be working closely with the Financial Planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients. This role will set you up for your future and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have previous experience as a Paraplanner.Key duties and responsbilities include: Attending client meeting Writing engagement letters Request for information Writing suitability reports Keying stopping/changing/starting contributions/withdrawals Completing provider forms Updating back office systems Update calculators Cash & rebalance reports Rebalancing Checking CGT reports CF calculations Phased investments Update/create event lists For more information on this paraplanning opportunity, please click apply and we will be in touch! Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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. To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.