Job: Financial Planning Administrator Location: Rotherham Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance Company Pension Opportunity to develop towards Paraplanning if desired
May 21, 2026
Full time
Job: Financial Planning Administrator Location: Rotherham Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance Company Pension Opportunity to develop towards Paraplanning if desired
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. 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: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 21, 2026
Full time
Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. 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: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
May 21, 2026
Full time
My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Employee Benefits Administrator Are you an experienced employee benefits administrator? Are you working at an insurer and keen to get into a consultancy? If yes, this role could be for you! We are working with an established consultancy with strong service offerings in employee benefits to support their search for an administrator to join their EB team. Role & Responsibilities: Manage and process renewals for healthcare & group risk schemes General administration of the scheme including: joiners, leavers, address changes Liaise with insurers to obtain quotations and process market reviews Essential Criteria: Must have employee benefits experience in either healthcare or group risk Open to insurer or consultancy background Strong client relationship management experience Ability to work independently and as part of a team This role is remote, with the expectation of attending an office infrequently. If this opportunity is of interest, reach out to discuss further today! Please quote 52376 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 21, 2026
Full time
Employee Benefits Administrator Are you an experienced employee benefits administrator? Are you working at an insurer and keen to get into a consultancy? If yes, this role could be for you! We are working with an established consultancy with strong service offerings in employee benefits to support their search for an administrator to join their EB team. Role & Responsibilities: Manage and process renewals for healthcare & group risk schemes General administration of the scheme including: joiners, leavers, address changes Liaise with insurers to obtain quotations and process market reviews Essential Criteria: Must have employee benefits experience in either healthcare or group risk Open to insurer or consultancy background Strong client relationship management experience Ability to work independently and as part of a team This role is remote, with the expectation of attending an office infrequently. If this opportunity is of interest, reach out to discuss further today! Please quote 52376 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
May 21, 2026
Full time
Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
May 21, 2026
Full time
About the role We are looking for an experienced Paraplanner for our client who are a growing, forward-thinking firm who invest in their people the same way they invest in their clients - thoughtfully, patiently, and with the long run in mind. Wherever you are on your career journey, our client can offer you a collaborative culture, and real progression which looks like this: They recognise commitment and reward contribution Collaborative advisers and support work as one team A structured internal academy and progression routes A growing business, which means there is plenty of opportunity to grow with them They will support exams through both in-house mentoring and the Openwork Business School. About the role We are looking for an established paraplanner to provide technical depth, confidence, and leadership within the adviser support function. Someone confident enough to question assumptions, improve workflows, and push standards higher. Someone who can: Draft high-quality suitability reports and client communications Can review complex cases and challenge thinking where necessary Regularly contribute ideas to improve processes and client outcomes Has experience supporting advisers with pre- and post-meeting preparation Can maintain compliance standards in line with FCA and Openwork requirements Conduct detailed technical research across pensions, investments, tax planning and protection Holds (or is working towards) the CII Certificate in Paraplanning (R01, R02, R03 and J09 or equivalent) Analyse client portfolios and make recommendations aligned with suitability and compliance standards. If that s you, keep reading. About you To be the right fit for this role, you need to be detail-obsessed, commercially aware, and calm under pressure. Someone who s comfortable managing multiple priorities and deadlines. A strong communicator, a deep listener, and a team player. Openwork experience is a desirable bonus, as is being in commuting distance to Milton Keynes. Ideally, you want to remain a career paraplanner and, with support, become exceptional at it. But, if you want to one day work to become an adviser, that is supported too. If this role is right for you then the following is on offer: £35,000 £45,000 salary, dependent on experience Hybrid/flexibility discussed after successful probation 20 days holiday plus bank holidays Company pension Free parking Free refreshments on site Social events, including summer BBQs, bowling nights, comedy evenings, Christmas parties, and more. If this sounds like you, and you want challenge, autonomy, interesting cases, and the chance to shape standards in a growing firm, we d love to hear from you.
Paraplanner Liverpool Competitive Salary + Excellent Benefits Hybrid Working Available After Probation A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases. The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients. Key responsibilities include: Conducting research and analysis to support client recommendations Preparing suitability reports and financial planning documentation Producing cashflow modelling and financial analysis Researching pensions, investments, protection, and other financial planning products Liaising with providers and third parties to obtain information and progress cases Supporting advisers with client meeting preparation and follow-up actions Managing and monitoring annual client reviews Ensuring all work is completed in line with regulatory and compliance standards Maintaining accurate client records and workflow management systems Benefits Competitive salary 25 days holiday plus bank holidays Birthday off Hybrid working after probation Private Medical Insurance 10x Death in Service 5% Pension Contribution Cycle to Work Scheme Modern office environment Chartered firm status and recognised Top 100 IFA business If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information.
May 20, 2026
Full time
Paraplanner Liverpool Competitive Salary + Excellent Benefits Hybrid Working Available After Probation A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases. The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients. Key responsibilities include: Conducting research and analysis to support client recommendations Preparing suitability reports and financial planning documentation Producing cashflow modelling and financial analysis Researching pensions, investments, protection, and other financial planning products Liaising with providers and third parties to obtain information and progress cases Supporting advisers with client meeting preparation and follow-up actions Managing and monitoring annual client reviews Ensuring all work is completed in line with regulatory and compliance standards Maintaining accurate client records and workflow management systems Benefits Competitive salary 25 days holiday plus bank holidays Birthday off Hybrid working after probation Private Medical Insurance 10x Death in Service 5% Pension Contribution Cycle to Work Scheme Modern office environment Chartered firm status and recognised Top 100 IFA business If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
May 20, 2026
Full time
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
May 20, 2026
Full time
Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
May 20, 2026
Full time
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
May 20, 2026
Full time
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
Grove Talent Solutions
Chipping Norton, Oxfordshire
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
May 20, 2026
Full time
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
May 20, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning services to financial advisers across the UK. The business has built an excellent reputation for its technical expertise, efficient processes, and collaborative culture. Due to continued growth and increasing demand, they are now looking to appoint a skilled Paraplanner who is looking to develop their career within a professional and progressive environment. The Role In this position, you will manage client cases from start to finish, supporting advisers with technical research, financial planning analysis, and detailed report writing. You will be involved in a broad range of financial planning areas including: Pensions and retirement planning Investment planning Protection planning Inheritance tax and estate planning Pension transfers Cashflow modelling This is a technically focused role that requires strong analytical skills, attention to detail, and confidence managing complex financial planning cases . Key Responsibilities Managing client cases from fact-find analysis through to suitability report completion Drafting detailed suitability reports across a range of financial advice areas Producing advanced cashflow modelling using tools such as Voyant, Cashcalc, and Intelliflo Conducting technical research using systems including FE Analytics, Defaqto, and Assureweb Working within Intelliflo CRM to manage and track client cases Ensuring files meet compliance and regulatory standards Liaising with advisers and administrators to ensure smooth case progression Supporting and mentoring junior members of the team where appropriate Working with financial platforms including Aviva, Quilter, abrdn, Fidelity International, Transact, and AJ Bell About You To be successful in this role, you will have: Diploma in Regulated Financial Planning (essential) Minimum 3 years paraplanning experience Experience working within an independent financial advice environment (preferred) Strong technical knowledge across pensions, investments, and retirement planning Confidence managing complex financial planning cases Excellent organisational skills and attention to detail A proactive and collaborative approach to working with advisers and colleagues What s on Offer Hybrid working 3 days in the office / 2 days remote Flexible working hours Genuine career progression opportunities (Senior Paraplanner, Operations, Team Leader) Exposure to complex and varied financial planning cases A supportive and collaborative working culture A modern business that values technical excellence without unnecessary hierarchy Market-leading wellness package How To Apply Apply today by sending a copy of your most recent CV to: (url removed) for a confidential conversation about this opportunity.
Role: Paraplanner Area: Chichester, Hybrid Position: Full time, Permanent Salary: 38k to 45k DOE Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities for the Paraplanner Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience for the Paraplanner Previous Paraplanner experience within an IFA or wealth management environment You will ideally have worked or have experience within an SJP practise Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths For further information on this excellent opportunity, please forward a copy of your CV
May 20, 2026
Full time
Role: Paraplanner Area: Chichester, Hybrid Position: Full time, Permanent Salary: 38k to 45k DOE Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities for the Paraplanner Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience for the Paraplanner Previous Paraplanner experience within an IFA or wealth management environment You will ideally have worked or have experience within an SJP practise Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths For further information on this excellent opportunity, please forward a copy of your CV
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
May 20, 2026
Full time
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
May 20, 2026
Full time
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
Exchange Street Claims & Financial Services
Stockport, Cheshire
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you'll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE'S WHAT YOU'LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You'll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don't have a CV don't worry we can come to that later. Everyone will receive a response.
May 20, 2026
Full time
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you'll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE'S WHAT YOU'LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You'll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don't have a CV don't worry we can come to that later. Everyone will receive a response.
IFA Administrator / Paraplanner Support - Edinburgh Join a growing financial planning firm and take the next step in your career! Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator professional to join their expanding team. This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator. The role As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include: Maintaining and updating accurate client records Handling incoming communication and provider requests Preparing valuations, review packs and meeting documentation Assisting paraplanners with case preparation Submitting and tracking new business applications Ensuring all electronic filing and documentation is compliant and well organised What we're looking for Experience within financial services ideally within a similar setting, but not essential Strong organisational skills and exceptional attention to detail Excellent written and verbal communication Confident IT skills, including Microsoft Office Ability to manage multiple tasks and work collaboratively A proactive, professional individual with a willingness to learn and develop Why this role? Highly competitive salary DOE Holidays - 30 days, tiered after 2 years onwards Pension - 6% matched Death in Service Genuine progression route into a Paraplanner role Supportive environment with ongoing training Opportunity to deepen your knowledge of pensions, investments and the advice process If you're looking for a chance to build your financial services career within a supportive and professional environment, we'd love to speak with you. Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed
May 20, 2026
Full time
IFA Administrator / Paraplanner Support - Edinburgh Join a growing financial planning firm and take the next step in your career! Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator professional to join their expanding team. This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator. The role As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include: Maintaining and updating accurate client records Handling incoming communication and provider requests Preparing valuations, review packs and meeting documentation Assisting paraplanners with case preparation Submitting and tracking new business applications Ensuring all electronic filing and documentation is compliant and well organised What we're looking for Experience within financial services ideally within a similar setting, but not essential Strong organisational skills and exceptional attention to detail Excellent written and verbal communication Confident IT skills, including Microsoft Office Ability to manage multiple tasks and work collaboratively A proactive, professional individual with a willingness to learn and develop Why this role? Highly competitive salary DOE Holidays - 30 days, tiered after 2 years onwards Pension - 6% matched Death in Service Genuine progression route into a Paraplanner role Supportive environment with ongoing training Opportunity to deepen your knowledge of pensions, investments and the advice process If you're looking for a chance to build your financial services career within a supportive and professional environment, we'd love to speak with you. Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
May 20, 2026
Full time
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
May 20, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
