32 jobs found

Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Exciting opportunity for a B2B cPPA Expert to join the Forecasting & Structuring team within this global Energy company Milton Keynes or London/Hybrid/Remote This is an exciting time to join this world-leading Energy company as it evolves from a traditional Oil & Gas enterprise into a future-focused Energy leader. This transformation includes the establishment of a highly successful new Power Trading desk within the Energy Trading team and ventures into cutting-edge solutions that address the evolving demands of the Energy sector. These initiatives include advanced Gas infrastructure, LNG technology, effective Energy Storage systems and Green Energy solutions. These innovations create opportunities for exceptionally talented individuals to contribute to the success of this evolution, working alongside some of the industry's top professionals and leveraging the very latest technology. We offer businesses across Britain 100% renewable electricity as standard. Our cleaner, affordable and simple solutions help companies manage their energy spend and plan their sustainability roadmap - a fresh approach for environmentally conscious businesses that are looking to boost their sustainability credentials. We also offer natural gas to our customers with the option of supplying green gas on request. Working within the Forecasting & Structuring team, the cPPA Expert will enhance our risk and product functional cPPA expertise to support customer growth in the B2B market. Responsible for structuring cPPA energy contracts across both fixed and flexible energy products to support our business' growth ambition in the B2B space, measured against the metrics set out in our 10-year strategic plan. You will be responsible for managing risk exposure in the cPPA products and be required to work under pressure, getting a cross-functional team organised and be comfortable liaising with internal and external business partners. Leading on structuring cPPA product offers, working with Sales, Supply, Market Risk, Trading, Legal and Finance as well as across the wider Commercial team to position our offer effectively, presenting recommendations to senior management. You will deliver a scalable, standardised cPPA product offering and operating model, improving deal turnaround time, governance and commercial outcomes for B2B customers. Success in the 6 months will look like: Define and secure sign-off of a standard cPPA offer framework (risk appetite, key contract positions and approvals) that can be re-used across deals. Implement a repeatable operating model and tools that reduce bespoke structuring effort and shorten end to-end deal turnaround time. Embed clear controls and reporting so cPPA risk exposure is visible and managed within agreed limits. Key responsibilities include: Build and embed a standardised cPPA product offering and scalable operating model that integrates with existing products and processes. Align stakeholders on risk appetite and modelling approaches to manage cPPA product risk exposure. Design contractual structures and positions, supporting bespoke deal negotiations and approvals. Establish governance, controls and ways of working to mitigate risk across the cPPA life cycle. Partner with IT and local technical colleagues to develop scalable, automated systems that improve customer experience and optimise commercial returns. Identify and progress product development opportunities based on customer needs, risk and commercial performance. The Candidate: Have at least 5 years' experience working on Corporate/Commercial PPAs for B2B UK Markets Have demonstrable ability to define contractual requirements and draft enforceable clauses Have excellent analytical skills with a high attention to detail Have experience of managing complex risks through a mix of contractual and analytical approaches Self-motivated and willing to take responsibility, extremely organised and a skilled planner who is happy to work under your own initiative and with others This needs combining with a positive attitude and an ability to work within a large, globally dispersed project team in a multi-cultural environment. You also need to be a self-starter, a logical thinker and a quick learner, with strong initiative and excellent communication, interpersonal and presentation skills, able to write clearly and concisely. We believe in equality of opportunity for all job applicants regardless of gender, marital status, race, colour, nationality, ethnic origin, creed or religion, disability, sexual orientation or age. With a focus within Energy Trading, Oil & Gas, Financial Markets and Commodities, we offer a transparent Recruitment Service that has proven to be reliable and effective for over 40 years. We are ISO accredited and proud of our excellent TrustPilot Reviews. Your search for a New Contract Assignment or for a New Permanent Job will be in safe hands with Eaglecliff Recruitment. Please telephone for an immediate response or email your CV for a quick response. Eaglecliff Ltd is acting in the capacity of an employment agency for permanent recruitment and an employment business for contractor resourcing.

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£55,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details

Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team made up of surveyors, engineers, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. The role sits within our established Business Support team which provides dedicated support to our Rural professional teams. The successful candidate will play an important role in the day-to-day coordination and administration of professional consultancy work, supporting fee earners in delivering an efficient and high-quality service to clients. Role Profile - Business Support Advisor: The role of Business Support Advisor will provide dedicated administrative and operational support to Rural Surveyors, particularly across valuation, agency and rural professional work. The successful candidate will be highly organised, proactive and detail-focused, supporting the preparation, coordination and compliance of rural consultancy services, acting as a key point of contact for clients. Responsibilities will include: General business support: Audio typing (desirable not essential) of reports, letters and professional documents Set up and maintain projects and records on internal systems Monitor project progress and support surveyors in meeting key deadlines Manage diaries, including prioritisation of work and deadlines for report completion Support invoicing, fee proposals and financial administration Produce reports to support team performance and workflow monitoring Valuations support: Review, format and proofread valuation reports prior to issue Undertake background research (property details) to support surveyors preparing valuation reports Rural professional work: Provide administrative support for grazing/lease agreements and other rural landlord & tenant professional matters Agency support: Prepare property particulars for rural agency instructions (sales, lettings, land) Use Reapit software to manage listings and client/property data Liaise with vendors & purchasers for viewings etc Compliance: Carry out Anti-Money Laundering (AML) and Sanctions checks in line with regulatory requirements Maintain accurate compliance records and documentation Technology & process: Use AI tools where appropriate to improve efficiency, formatting and document preparation Identify and suggest improvements to administrative processes Person Specification - Business Support Advisor We are looking for a conscientious individual with initiative. They will take a proactive and adaptable stance, suggesting solutions to problems, whilst acting swiftly on any request for help. Essential Skills & Experience: Previous administrative experience within a professional services environment (property, legal, surveying or similar preferred) Strong organisational skills with the ability to manage multiple deadlines whilst maintaining high attention to detail Confident communicator with a client-focused approach Experience preparing professional documents and reports Competent user of Microsoft Word, Excel and Outlook Ability to work independently and proactively with minimal supervision Willingness to learn new software and compliance procedures Adaptable and able to work in a fast-paced environment Collaborative team player with a positive attitude Hours: 37.5 hours per week, to be worked flexibly Monday-Friday (in line with our Agile Working Philosophy) Benefits - Business Support Advisor The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will fund your attendance at relevant CPD events and approved training We provide Private Healthcare scheme for all via AXA We have an Employee Assistance Programme, including a health plan and annual flu jab We offer an Agile Working Philosophy allowing for a mix of office and remote working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work scheme Closing Date: 6th July 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.

Formed in the 1980 s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career. Looking for a MIN of 6 years paraplanning experience. Must be Qualified, minimum Certificate in Paraplanning, preferably Level 4 /DipFA/DipPFS Local to the office in Surrey Hybrid preferred, rather than wholly remote, but could entertain for the right candidate. £neg Salary, depending on experience. Position available to start before the end of 2025. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management Must be diploma qualified or working towards. Salary neg dependant on qualifications and experience. The role is hybrid either full or part-time. Please apply on-line or contact Cameron James for more information.

Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.

Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Lead Power Platform Consultant UK Remote 70k- 80k + Car Allowance + 9-Day Fortnight + Amazing Benefits An award-winning Microsoft Solutions Partner is hiring a Lead PPM & Power Platform Consultant to join their growing UK practice. This is a fantastic opportunity for someone who enjoys being both technically hands-on and strategically involved within a consultancy environment - leading enterprise client engagements, shaping delivery standards and helping evolve the organisation's PPM offering. What's on offer? 70,000- 80,000 base salary 5k Car allowance 9-day fortnight (every other Friday off) Private medical with Vitality Medicash plan + life assurance 25-28 days holiday + birthday off EV scheme, gym discounts & Costco membership Annual training budget & structured career progression Award-winning culture with genuine work/life balance Remote-first environment with enterprise-level project work The Role The successful candidate will take a lead role across Microsoft PPM and Power Platform consulting engagements, working with enterprise customers across sectors including financial services, technology, retail, government and utilities. This role is split across three key areas: Technical leadership and client delivery Practice development and standards Supporting the growth and evolution of the PPM proposition You'll be responsible for leading projects from discovery and requirements gathering through to solution design, implementation, user adoption and ongoing optimisation. Key responsibilities include: Leading Microsoft PPM and Power Platform implementations for enterprise customers Running client workshops to gather, define and challenge business requirements Designing scalable solutions aligned to customer goals and operational processes Configuring and implementing solutions across Project Online, Planner Premium and the wider Power Platform stack Providing technical leadership across engagements and supporting consultants with problem resolution Supporting customer stakeholder management throughout the project lifecycle Working closely with Project Managers to define implementation plans and delivery milestones Supporting User Acceptance Testing (UAT), training and solution adoption activities Advising customers on governance, best practice and roadmap planning Supporting presales activities including estimations, statements of work and solution proposals Contributing to proposition development aligned to the Microsoft roadmap Mentoring and developing junior consultants within the practice Supporting internal standards, delivery frameworks and continuous improvement initiatives Contributing to thought leadership activities including blogs, webinars and knowledge sharing Required experience: Strong consulting background delivering Microsoft PPM or adjacent solution Experience across technologies such as: Project Online Planner Premium Power Apps Power Automate Power BI Dataverse Azure DevOps / Project Operations beneficial Experience leading enterprise client engagements Strong stakeholder management and customer-facing communication skills Ability to translate business requirements into scalable technical solutions Experience mentoring consultants or leading delivery teams Comfortable operating in both technical and client-facing environments Desirable experience: Copilot Studio / AI Builder Power Platform governance and security Microsoft certifications (PL-400 / PL-600 etc.) Experience contributing to presales or proposition development UK remote role with travel to customer sites when required. Ready to Apply? Then why are you still reading? Apply Now!

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events

About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Leading a team of 5 (this team will grow) Requirements (Essential) You will have experience within a paraplanning role whilst being a seasoned people manager Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield is required for team meetings, training, and collaboration. Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Remote Paraplanner £45,000 to £50,000 Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .

Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.

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