173 jobs found

Training & Development Manager London - Hybrid 45,000 + bonus (flexible for the right individual) Full-time This is an ideal opportunity for an experienced SJP Paraplanner to step into something broader - a position where you can influence how a business develops its people, improves standards, and scales effectively. As you build your way into the leadership team, you'll take ownership of training and development across the practice, working closely with senior leadership to shape how the team learns, performs, and progresses. You'll be joining a high-growth, well-established business with a consistent track record of doubling funds under management every 4-5 years since 2010. The next phase of growth is already underway, and this hire will play a key role in supporting that journey. What Makes This Different You won't be writing reports all day You'll be influencing how paraplanning is delivered across the business You'll help shape future areas including AI, risk management, and internal development pathways You'll be part of building: An internal Training & Development function A Business Assurance team An Associate to Adviser academy This is a role with real visibility and long-term progression. Key Responsibilities Lead training, development, and competency across the PSS team Design and deliver structured onboarding and ongoing training programmes Review paraplanning work for technical accuracy and development opportunities Maintain and develop the PSS Skills Matrix to identify gaps and progression pathways Support staff through SJP accreditation and regulatory training (Consumer Duty) Work closely with leadership on new processes, systems, and implementation Deliver training sessions at company meetings and internal forums Identify performance gaps and support improvement through coaching Monitor quality of documentation and follow up where required About you: Strong SJP paraplanning experience (essential) Solid technical knowledge and the ability to review and improve work An interest in developing people, not just producing work Strong communication skills and confidence delivering training Ability to identify inefficiencies and improve processes A mindset geared towards long-term growth and progression This role suits someone who wants to step away from pure paraplanning and have a broader impact on a business. What's On Offer Base salary up to £45,000 (with flexibility for the right individual) Bonus eligible role Annual salary review Private Medical Insurance (including dental & eye care) 21 days holiday + increases with service (up to 26) Monthly "Family Friday" early finishes (1pm) Christmas closure (additional days off) Hybrid working (4 days in office) A genuinely supportive, high-performing environment Join one of SJP's top-performing practices, combining strong growth with a focus on quality, structure, and long-term development. This is an opportunity to join at a pivotal stage and play a key role in shaping how the business grows - not just commercially, but operationally and culturally. Next Steps If you're an SJP Paraplanner looking for something more than just producing work, this is worth a conversation.

Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and co click apply for full job details

The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details

Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa 35,000 to 45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration click apply for full job details

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.

Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up? This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that. PACKAGE: Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time. THIS IS WHAT YOU'LL DO: You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well. HERE'S WHAT YOU'LL NEED: Around 12 months paraplanning experience would be useful, but it isn t essential. You might currently be in a more admin-focused role with some exposure to reports, research or technical work. What is key to this firm though is a willingness and capacity to learn quickly. You'll be ambitious and keen to become level 4 and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills. - Want to build your paraplanning career properly? Pick the right boss and click apply. If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV 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.

Financial Administrator for a Growing Financial Services Firm Job role: Client Services Administrator Contract Type: Perm Location: London, UK Salary: £25,000 - £30,000 DOE + Bonus & Benefits Working Hours: Hybrid Industry: Financial Services Start Date: ASAP An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Based in the City of London, they offer personalised, face to face advice to clients on investments, pensions, mortgages and protection. You will work closely with the Head Paraplanner, ensuring smooth ongoing operations and supported by full training to understand how the firm works. You Will be Responsible For: Providing onboarding, aftercare and withdrawals for clients of the firm Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the updating of client information Supporting the Operations Manager in running the office effectively Experience and Requirements: Must have worked in an Independent Financial Adviser business A degree-level education is preferred Excellent teamworking skills with a positive can-do attitude Benefits: Annual bonus scheme Annual exam allowance of £600 Private Medical Insurance and Travel Insurance with Vitality Health Gym membership with Virgin Active or Pure Gym Pension scheme (£100 monthly contribution, in addition to auto-enrolment contributions) Annual holidays Flexible working (Option to WFH 2 days a week) Reference: PT

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

Paraplanner We are working exclusively with a well regarded financial services organisation, who are currently on the look to appoint an experienced Paraplanner to join their adviser support team This is a key role where you will add value day to day, supporting Financial Advisors with in depth technical input across estate planning. This is a great opportunity for someone who is looking for career progression or looking to develop their skills within Paraplanning Location - Birmingham - Twice a Week Onsite What You Will be Doing! Within this role, you will be responsible for preparing case documentation, carrying out research and analysis with a focus on Estate Planning - completing relevant calculations and producing suitability reports. These reports must meet both internal and external compliance standards, whilst reflecting on advice provided and client circumstances Further Responsibilities Prepare application forms and product information packs as required Update point of sale systems with relevant data, notes and information gathered either directly or via consultants Support the delivery of a web based, telephone and email help desk for complex cases Provide technical support and guidance to field based staff in relation to estate planning advice, investment replacement and pension switching Key Skills and Experience Technical proficiency in more complex advice areas such as estate planning Understanding of pension products Knowledge of annual allowance and lifetime allowance Have experience within writing suitability reports Excellent communications Previous experience within Paraplanning Benefits Annual bonus to recognise your contribution 28 Days Annual Leave Flexible working Free Secure Underground Parking in the city centre Salary Sacrifice Schemes 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.