Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £42,000 - £50,000 based on experience 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.
May 18, 2026
Full time
Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £42,000 - £50,000 based on experience 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.
Service Service Employment Agency Limited
Colchester, Essex
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or similar with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
May 18, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or similar with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
May 18, 2026
Full time
A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 18, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Service Service Employment Agency Limited
Ipswich, Suffolk
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
May 18, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
May 18, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 18, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas
May 18, 2026
Full time
Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 18, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
May 18, 2026
Full time
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 18, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 18, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 18, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
May 18, 2026
Full time
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
James Phillip Financial Recruitment
Northampton, Northamptonshire
James Phillip Financial Recruitment are working with one of Northamptons biggest IFA firms. Through expansion (new Chartered adviser) they are looking for an experienced Paraplanner to join the team. The Paraplanner will work closely with a Chartered adviser and the support team to develop comprehensive financial plans for their clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations. My client is passionate about the team's continued learning and development and therefore encourage and support continued study. Key Responsibilities: Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance. Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning. Prepare cash flow reports and presentations for client meetings. Research and stay up to date on industry trends, products, and regulations. Collaborate with financial advisors to implement and execute client strategies. Maintain accurate and detailed records of client information and communications. • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application. Skills & Qualifications: Essential: Level 4 Diploma qualified. Minimum of 3 years of experience in an IFA firm. A detailed understanding of pensions, investments, protection, and tax planning Strong analytical and problem-solving skills Proficiency in financial planning software and Microsoft Office Suite Desirable: Cert (PFS) Paraplanning qualification Efficiency and experience using Intelliflo planning and intelligent office. Experience using the Novia/Wealthtime and James Hay/Nucleus platform. In return my client will offer a fantastic working environment where every employee counts. Progression (if you want) to advising or other roles within the firm. Please forward CV for consideration, in turn I will send the job spec and benefits by return.
May 18, 2026
Full time
James Phillip Financial Recruitment are working with one of Northamptons biggest IFA firms. Through expansion (new Chartered adviser) they are looking for an experienced Paraplanner to join the team. The Paraplanner will work closely with a Chartered adviser and the support team to develop comprehensive financial plans for their clients. The ideal candidate will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations. My client is passionate about the team's continued learning and development and therefore encourage and support continued study. Key Responsibilities: Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance. Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning. Prepare cash flow reports and presentations for client meetings. Research and stay up to date on industry trends, products, and regulations. Collaborate with financial advisors to implement and execute client strategies. Maintain accurate and detailed records of client information and communications. • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application. Skills & Qualifications: Essential: Level 4 Diploma qualified. Minimum of 3 years of experience in an IFA firm. A detailed understanding of pensions, investments, protection, and tax planning Strong analytical and problem-solving skills Proficiency in financial planning software and Microsoft Office Suite Desirable: Cert (PFS) Paraplanning qualification Efficiency and experience using Intelliflo planning and intelligent office. Experience using the Novia/Wealthtime and James Hay/Nucleus platform. In return my client will offer a fantastic working environment where every employee counts. Progression (if you want) to advising or other roles within the firm. Please forward CV for consideration, in turn I will send the job spec and benefits by return.
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
May 18, 2026
Full time
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 17, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 17, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 17, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
May 17, 2026
Full time
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
