159 jobs found

We have partnered with a top regional accountancy practice offering a brilliant Paraplanner vacancy. This business are one of the most respected and renowned in their field across South Yorkshire and further afield, delivering first class accountancy services to businesses small and large. As a result, the wealth management team have access to a calibre of client not commonly found in most wealth planning businesses. With client estates ranging from 400k to over 20m, this role will focus on few clients but with greater complexity of cases to ensure the service delivered is up to standard. You would be supporting a growing team of IFAs in the preparation of detailed reports and analysis. Assist in creating bespoke action planning and risk analysis and maintaining accurate client records. Experience Previous experience in a Paraplanner or similar technical support role within financial services. Level 4 Diploma in Financial Planning (or working towards). Strong technical knowledge across a broad range of financial planning areas including pensions and investments. Experience preparing suitability reports and conducting financial research. High attention to detail and strong organisational skills. Excellent written and verbal communication skills. Strong understanding of compliance and regulatory requirements. Desirable Experience working with high net worth clients and/or complex cases. Experience within a holistic financial planning environment. Familiarity with financial planning tools and cashflow modelling software. Key Competencies Strong analytical and problem-solving skills. Excellent attention to detail and accuracy. Ability to manage multiple tasks and deadlines effectively. Collaborative team player with the ability to work independently. High level of professionalism and integrity. Client-focused approach with a commitment to quality. Benefits Competitive salary with flexibility for the right candidate Hybrid working (2 days from home) Employer pension contribution up to 6% 4x life cover (subject to pension contribution) Option to purchase additional holiday Flexible and agile working environment Strong long-term career opportunity as the business scales

There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices. Paraplanner - London (near Bank) Up to £60,000 Hybrid working Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice. The Role: Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience. Key Responsibilities: Preparing detailed suitability reports across pensions, investments and protection Conducting technical research and analysis to support advice recommendations Liaising with Advisers, administrators and providers Ensuring all work meets regulatory and compliance standards To be considered for this paraplanner opportunity: At least Diploma Level 4 ( though ideally Chartered status) Previous experience as a Paraplanner within an IFA / wealth management firm Strong technical knowledge across pensions and investments The role is offered on a hybrid basis ( 3 days working from the offices) and is available immediately. Please contact us for immediate consideration.

CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities 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.

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.

Just because you are happy doesn t mean you can t be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn t mean that you can t be better looked after. Challenged more. And paid more. You don t always need to have a reason to click apply other than how good another company sounds. And what s the harm in that? This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that s no mean feat. As you might have guessed, they do things a bit differently here. The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job. It s also why they offer 33 days holiday (increasing to 38 days with service). Why they pay above market level salaries. And it s why they offer an annual review of salary and a bonus scheme of up to 7% of salary. There's also: Hybrid working Flexible hours Death in Service Pension Income Protection As for the job you are called a Client Manager for a reason and it's because of the unique way the firm structures itself. You're not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You'll get your own client portfolio to manage, clients often with £1m+ in assets, and you'll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility. It s challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don't want the pressure of targets. HERE'S WHAT YOU'LL NEED: You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there. But whilst serious about the job the business has long invested a great deal in making sure it's a fun and interesting place to work. Wellbeing isn't just a buzzword here - it's an integral part of the firm's ethos. You are someone who will thrive in that environment and will see yourself as a team player. - You re happy. You re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.

We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . 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.

A leading Professional Trustee and Secretarial firm, recognised for expertise, integrity, and client focus have an exciting new role for a Scheme Secretary to join their successful and growing firm. About the Role Complementing the core business of professional trusteeship, the firm offer a comprehensive Scheme Secretarial service and are now seeking a talented and proactive Scheme Secretary to work within a client-facing role, based from any of their UK offices. As a Scheme Secretary, you will: Act as Secretary across a portfolio of pension schemes, serving as the first point of contact for Trustees and key stakeholders. Represent Capital Cranfield and the Secretarial team at face-to-face and virtual Trustee and client meetings. Coordinate Trustee meetings and subcommittees, including venue arrangements, attendance, and logistics. Prepare and distribute meeting packs, liaise with Chairs and advisers, take minutes, and manage Action Logs. Maintain all key Trustee and Scheme-related documents to ensure compliance with regulatory and statutory requirements. We're looking for someone who: Has in-depth knowledge of UK occupational pension schemes (DB, DC, or Hybrid) and an understanding of Trustee and sponsor roles. Possesses strong communication, stakeholder management, and presentation skills. Can prioritise, organise, and deliver work to tight deadlines. Has Scheme Secretarial experience or equivalent, relevant pensions experience. What We Offer Competitive salary Defined Contribution (DC) pension with generous employer contributions Private Medical Insurance 25 days' annual leave Please quote 52043 when calling Sarah at Alexander Lloyd or email them at . 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.

Alexander Lloyd have an exciting new position for a Pension Client Relationship Director to join one of the UKs most established Pension firm. This is an excellent opportunity to join a successful and growing firm within an interesting and varied role committed to providing an excellent service to their clients and ensuring relationships are long standing and successful. The Role As a Client Relationship Director, you'll be a trusted partner to clients and a strategic leader within the firm. You'll take ownership of key client relationships, ensuring satisfaction, loyalty, and long-term success. Working alongside the Consulting and Operations SMEs, you'll identify opportunities to expand and enhance the services, aligning client needs with Capita's broad capabilities across pensions, technology, and consulting. Key Responsibilities Develop and lead relationships with existing clients, driving satisfaction and long-term engagement Identify and pursue opportunities for up-selling and cross-selling opportunities. Collaborate with workforce management teams to align forecasting and delivery with client needs Attend client service reviews and lead strategic discussions to strengthen partnerships Work with MI teams to produce actionable insights and high-quality reporting Continuously review processes, ensuring operational best practice and excellent client outcomes What We're Looking For Strong experience in DB Pensions Consulting Proven success in a client relationship or strategic account management role Exceptional communication and presentation skills, with the ability to convey complex concepts clearly Experience managing, mentoring, and developing teams A meticulous approach to detail and client communication Ability to drive performance standards and deliver measurable results What's in it for you: Join a trusted business who are growing and continuing to successfully grow, taking on clients in a range of sectors Flexible/ Remote working Excellent work life balance. wealth of opportunities, benefits, and support to help you grow both professionally and personally. Please quote 52117 when calling Sarah at Alexander Lloyd or email them at . 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.

Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards. Key Responsibilities Arrange and manage annual review and client meetings Prepare meeting packs and complete AML/ID checks Process new business, replacements, fund switches, and encashments Support adviser and client requests in a timely manner Ensure all work meets compliance and internal process standards Liaise with advisers, paraplanners, and internal teams to ensure smooth workflow Complete drawdown reviews and associated documentation About You Experience in financial services administration is desirable Highly organised with strong attention to detail Confident communicator with a client-focused approach Strong IT skills Able to work independently and as part of a team Professional, reliable, and adaptable Permanent, Full-time (Office Based) £24,500 £30,000 (DOE) For more information please apply or contact Tegan at Dynamite Recruitment

Job Title: Paraplanner Salary: £35,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £35,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm

Are you a skilled leader with deep pensions expertise and a passion for governance, compliance, and policy? We're looking for a Head of Pensions to head a team of talented consultants delivering exceptional service to a newly acquired Pension scheme. In this pivotal role, you'll: Lead and develop a high-performing Policy & Technical Team. Ensure compliance with all legislation, regulations, and government directives. Represent the team at the Policy & Technical Working Group alongside the client. Take ownership of policy and technical casework, horizon scanning, and risk management. Build and maintain strong relationships with the client, HMT, HMRC, The Pensions Regulator, and other key partners. Drive quality, improvement, and knowledge sharing across the organisation. We're looking for someone who: Brings proven leadership experience within the Pensions field. Understands public service pensions, governance, and compliance frameworks. Can manage complex stakeholder relationships and deliver against strategic objectives. Is passionate about developing people, fostering collaboration, and driving positive change. If you're ready to shape the future of one of the UK's most significant pension schemes and lead a team committed to excellence - we'd love to hear from you please apply and we will send you back a full job description. Please quote when calling Sarah at Alexander Lloyd or email them at . 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.

Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.

Project Analyst Remote, Birmingham or Leeds Full-time Competitive salary + benefits Join Our Team Working for an established administration and actuarial firm with a reputation for excellence and long-term client relationships. We're looking for a proactive and detail-oriented Project Analyst to join the team and play a key role in supporting both chargeable and non-chargeable project work. If you thrive in a collaborative environment, enjoy problem-solving, and have strong pensions administration experience, we'd love to hear from you. What You'll Do You'll work closely with our project and admin teams to ensure projects are delivered on time, within budget, and to a high professional standard. Your responsibilities will include: Supporting the team on project work Contributing to project planning, budgeting, and progress monitoring Ensuring project plans are maintained, reviewed, and completed on schedule Providing regular progress updates to the Project Manager Peer reviewing project work and supporting team quality assurance Assisting with complex benefit calculations and guiding admin teams where needed Supporting new scheme take-ons , new business tenders , and identifying opportunities to enhance or expand services for clients About You We're looking for someone with a blend of technical expertise, organisational skills, and a logical approach to problem-solving. You'll need to demonstrate: Previous experience in defined benefit (DB) and defined contribution (DC) pension scheme administration Proven ability to manage projects and meet deadlines Ideally holding or working towards a professional qualification (e.g. APE, RPC, ADRP, CPC ) Strong knowledge of scheme documentation , legislation, and regulatory requirements Confident use of Microsoft Office and time-recording systems Why Join Us? You'll be part of a supportive, expert team in a respected firm that values quality, collaboration, and professional growth. We offer opportunities for career development , professional qualifications , and ongoing learning . If you're ready to make a real impact and grow your career within a forward-thinking firm, please do apply Please quote 51959 when calling Sarah at Alexander Lloyd or email them at . 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.

We are currently recruiting for a Pensions Consultant to join a specialist firm based in the South East. The team provides consultancy, secretarial, project, and technical services to a wide range of clients, while also supporting internal teams, firm-wide initiatives, and specialist focus groups. This is an exciting opportunity to join a growing team and become involved in a diverse range of projects, working both independently and collaboratively. The successful candidate will have excellent communication and organisational skills, along with experience delivering pension scheme client services. Key Responsibilities Provide consultancy, secretariat, and governance services to a portfolio of clients, building and maintaining strong relationships with clients and stakeholders. Organise Trustee and ad-hoc client meetings, including preparing agendas, meeting packs, reports, and presentations. Draft meeting minutes, document and monitor actions and decisions, and maintain scheme governance documentation and policies. Support Trustee boards in meeting Effective System of Governance (ESOG) requirements and maintain Client Hub services. Manage and support a variety of client and internal projects, ensuring delivery within agreed deadlines and maintaining project plans. Skills & Experience Strong working knowledge of day-to-day pension scheme management. Experience delivering pension scheme client services. Experience in a client-facing relationship management or secretarial role. Knowledge of pension scheme governance requirements. In Return Competitive remuneration package including bonus and profit-sharing payments Private health insurance, life insurance, and income protection Excellent Holiday entitlement Non-contributory pension scheme Full training and study support to support your professional development Please quote 52243 when calling Sarah at Alexander Lloyd or email them at . 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.

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 Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - (url removed) - (phone number removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Title: Paraplanner Location : Ilkley, West Yorkshire Basic Salary : Up to £42,000 Hours : Mon - Fri - 9am - 5pm Please Note: We ask that only candidates who meet the essential skills and experience outlined in this advert, to apply. Applications that do not meet the criteria will not be considered. About our client and the role: Swarm Recruitment is delighted to be supporting an Independent Financial Planning firm, in their search for an experienced Paraplanner. Providing tailored advice to individuals across all areas of personal finance, the business specialises in investment strategy, retirement planning, tax-efficient solutions, and estate planning, delivering holistic advice designed around each client's unique circumstances and long-term goals. With a strong emphasis on building long-term relationships, the firm offers a highly personalised service, combining detailed financial planning with ongoing support, including regular reviews and direct access to advisers. The approach focuses on clarity, simplicity, and helping clients achieve financial confidence and long-term security. This is a lovely opportunity for an experienced Paraplanner and involves supporting Advisers with technical research, report writing, and case preparation across a broad range of financial planning areas (excluding mortgages), working on a whole-of-market basis. You will play a key role in ensuring advice is well-researched, compliant, and clearly documented. This position is suited to someone who enjoys technical financial planning and thrives in a collaborative, small-team environment. Salary & Benefits: Up to £42,000 dependent upon experience The opportunity to work closely with advisers and clients Friendly and collaborative small-team environment Support for professional qualifications 25 days annual leave plus bank holidays 5x death in service cover Pension: 6% employer contribution (increasing to up to 7% next year) Bonus: up to 5% of salary, paid biannually Working Hours & location: Monday - Friday 9am - 5pm Hybrid working considered after probationary period Essential Experience: A Minimum of 3 years' Paraplanning experience Strong technical knowledge of pensions, investments and financial planning Suitability report writing Strong working knowledge of FCA regulatory requirements Excellent written and verbal communication skills Ability to prioritise workload, manage multiple cases and work to deadlines Proactive and collaborative team member Desirable Experience Diploma Level 4 in Financial Planning or working towards - desirable but not essential. Paraplanning experience is of greater importance Knowledge of tax and estate planning strategies Experience supporting whole of market advice Role Responsibilities: Prepare suitability reports and recommendation letters in line with FCA requirements Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb Analyse client fact finds and develop appropriate financial planning strategies Support advisers with complex case preparation and technical queries Review existing client portfolios and produce analysis reports Prepare cashflow models and financial planning projections (e.g. Timeline) Assist with investment portfolio construction where required Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell) Maintain accurate client records using Intelliflo and ensure timely updates Ensure all advice documentation is FCA-compliant and technically accurate Support file checking and ongoing compliance processes Monitor regulatory and product changes affecting client advice Work closely with advisers to develop and implement suitable recommendations By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.