50 jobs found

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

Senior Paraplanner Staverton (Hybrid working) Up to £53,000 + excellent benefits My client are proud to be one of the UK's leading independent firms of Chartered Accountants and Business Advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. There Financial Planning team has been recognised as one of the UK's Top 50 firms, reflecting our commitment to technical excellence, client service and long-term relationships. Due to continued growth, we are seeking an experienced Senior Paraplanner to join our highly regarded Financial Planning team in Staverton. This is a fantastic opportunity to work on complex, high-quality cases and play a key role in supporting advisers and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will: Produce detailed, high-quality financial planning and suitability reports Support advisers across a broad range of complex advice areas Draft technical documentation and client-facing material, clearly articulating complex planning strategies Work closely with Financial Planners to deliver advice to both new and existing clients Liaise directly with clients, including high and ultra-high-net-worth individuals Collaborate with administration and wider team members to ensure efficient client servicing About You We're looking for someone who brings both technical expertise and a proactive approach: Minimum 5 years' experience in financial services, ideally within a paraplanning role Level 4 Diploma in Financial Planning (essential), with progress towards Chartered desirable Strong knowledge across pensions, investments, protection, and retirement planning Experience with tools such as Microdecisions, FE Analytics, Voyant and/or CashCalc Highly organised, detail-focused and technically strong Confident communicator with the ability to work collaboratively and use initiative What's on Offer Competitive salary up to £53,000 Hybrid working model (office-based in Staverton with flexibility) Direct application bonus Profit share scheme Clear progression and development pathway 28 days holiday + option to purchase additional leave Life assurance (6x salary) Health & wellbeing benefits (gym discounts, online GP, mental health support) Enhanced family leave On-site parking Regular social events Apply Now If you're an experienced paraplanner looking to step into a senior technical role within a highly respected and supportive firm, we'd love to hear from you.

Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Job Title: Senior Paraplanner Industry: Financial Planning Location: Leeds Hybrid : 3 Office/2 Home Salary: £45,000 - £60,000 Job Description: Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Leeds to join a leading and forward-thinking wealth management team. If you're passionate about delivering high-quality financial planning support and supporting colleagues then this is the company for you. This role is a 3 month fixed term that is likely to be permanent and is available to candidates who can start immediately. The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. You will also support Wealth Planners with complex financial planning cases, assist in onboarding and mentoring new team members, and contribute to process improvements across the team. What's in it for you? Competitive salary of £45,000 - £60,000 Senior role with responsibility for mentoring and coaching Exposure to complex client cases and a broad range of financial products Hybrid working Extensive benefits package Opportunities for career progression and professional development, including support towards Chartered status Collaborative team environment with involvement in process improvement initiatives Skills and experience required: Proven experience handling complex financial planning cases and producing suitability reports RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Progressing towards Advanced Diploma or Chartered Financial Planner status (desirable) Strong numerical and analytical skills with exceptional attention to detail Demonstrated team leadership, collaboration, and coaching skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services professionals. Recruit UK are pleased to be working with a leading wealth management team in Birmingham on this Senior Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Apply Now

Senior Paraplanner Glasgow (Hybrid Working) £50,000 £62,000 + Benefits We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow. This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professiona click apply for full job details

Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details

Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base click apply for full job details

Technical Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office. Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staff in the team. You must have paraplanning experience and ideally be CII Level 4 Diploma qualified and hold or be working towards Chartered status and be keen to study further qualifications. Basic salary up to £47,500, pension and benefits

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 45,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 45,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Senior Paraplanner - Basic to £70,000 + KPI Bonus, Benefits, Flexi & Hybrid working. A high quality and award winning Chartered Financial Planning Practice is looking for a new Senior Paraplanner to join their business. This new role will be working alongside the Head of Technical within an established and high quality Technical Support team. Duties will include supporting the Financial Planners, technical support, research, report writing and Client management. Dedicated Financial Planning based Paraplanning experience, strong technical skills, Diploma and progress towards Chartered status will be required.

SJP Paraplanner - Training & Development Manager London - Hybrid £45,000 + Bonus (flexible for the right individual) Are you an experienced SJP Paraplanner looking to step away from pure report writing and into a broader, more influential position? This is an opportunity to use your technical knowledge and understanding of the SJP environment to help shape how a high-growth practice develops its people, maintains quality, and scales effectively. Rather than spending your time producing suitability reports day in, day out, you'll work closely with leadership to improve technical standards, support staff development, enhance processes, and build long-term internal capability across the business. You'll be joining a highly successful SJP practice with a consistent track record of growth, having doubled funds under management approximately every 4-5 years since 2010. The next phase of growth is already underway, and this hire will play a key role in supporting that journey operationally and culturally. The Opportunity This role is ideal for someone who: Enjoys the technical side of financial planning Wants broader impact beyond case production Has strong SJP paraplanning experience comfortable coaching, training, and improving others Wants to help shape how a business evolves internally You'll work across technical oversight, training, development, quality assurance, and process improvement, becoming a key part of the wider leadership structure over time. Key Responsibilities Lead training and development across the PSS team Support onboarding and ongoing development pathways Review paraplanning work for technical accuracy and quality Coach and support staff development across the team Maintain and evolve the PSS Skills Matrix Support staff through SJP accreditation and regulatory requirements Identify technical development areas and process improvements Work closely with leadership on operational improvements and future planning Deliver internal training sessions and development workshops Support the evolution of internal progression pathways Future Areas of Influence You'll also have the opportunity to contribute towards: Internal Training & Development structures Business Assurance initiatives Associate-to-Adviser development pathways AI and process optimisation within paraplanning and operations Long-term operational scalability About You Strong SJP paraplanning experience is essential Strong technical knowledge and attention to detail Comfortable reviewing and improving technical work Strong communication and coaching ability Interested in people development and operational improvement Commercially aware with a long-term mindset Looking for progression beyond pure paraplanning production What's On Offer Base salary of £45,000 (flexible for the right individual) Bonus eligible role Annual salary review Private Medical Insurance (including dental & eye care) 21 days holiday + increases with service (up to 26 days) Additional Christmas closure Monthly "Family Friday" early finishes (1pm) Hybrid working (4 days office / 1 day home) A genuinely supportive, high-performing environment Why This Role Stands Out This is not a traditional paraplanning role. It is an opportunity to step into a position where you can influence standards, develop people, improve processes, and help shape the future structure of a growing business - while still remaining closely connected to the technical side of financial planning. For the right SJP Paraplanner, this is a genuine progression opportunity into a broader operational and leadership-focused career path.

Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

The Opportunity This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment. You'll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further. What You'll Receive High-Earning Potential 60% adviser / 40% firm split No reduction on firm-generated leads Immediate Client Access Inherit a portion of an established client bank (c.60 clients) Ongoing servicing income from day one Additional client opportunities from internal succession planning Consistent Lead Flow Referrals from mortgage and wealth teams Strong cross-referral culture across the business Full Administrative & Paraplanning Support Dedicated support team (3 full-time + 1 part-time administrators) On-site paraplanning Allowing you to focus on advice, revenue generation and client relationships Compliance & Supervision Experienced internal supervisor support Collaborative Culture Modern, purpose-built office environment Open-door, supportive leadership style Established team of 7 advisers Strong emphasis on work-life balance and team integration What We're Looking For Essential: Level 4 Diploma qualified (or equivalent) is essential Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice) Comfortable operating in a self-employed model Strong interpersonal and client relationship skills Professional, ethical and client-first mindset Desirable: Experience within a network model (experience with Openwork Partnership advantageous) Ability to generate new business alongside servicing existing clients Existing client relationships How You'll Work Hybrid model with flexibility Minimum one day per week in the office to maintain collaboration and team integration Manage and grow a portfolio of clients Deliver ongoing reviews, holistic advice, and new business development Why Join? This is a rare opportunity combining: Immediate earnings via an existing client bank Strong, transparent split Robust support infrastructure A genuinely positive and collaborative culture Ideal for advisers who want to maximise earnings without sacrificing support or environment. M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Are you a client-facing Paraplanner within an St James's Place practice looking for a clearer route into advising, more client ownership, and genuine long-term progression? Or perhaps you are already heavily involved in client relationships but feel you are still being kept behind the scenes, with limited opportunity to transition into a true advisory and leadership role. This is an incredibly rare opportunity for a Paraplanner to join a highly regarded boutique SJP wealth management firm in the City, offering a clear succession pathway, equity in the business, and the opportunity to gradually step (starting from day 1) into an advisory position before ultimately taking over an established client base and leadership of the business over time. This is a relationship-led environment with a high-quality HNW/UHNW client base made up predominantly of City professionals including bankers, lawyers and accountants, with a strong focus on holistic financial planning and intergenerational wealth. You will work directly alongside the Managing Director, supporting across all aspects of client work while being fully embedded in client relationships from day one - attending meetings, contributing to planning conversations, and gradually taking ownership of relationships over time. Over the next 5 years, the MD intends to gradually step back and transition client responsibility and leadership of the business to the right individual. This is a genuine structured succession plan, with equity on offer and increasing responsibility over time. The Role Work directly with the MD on client relationships and ongoing planning Attend client meetings and act as a key point of contact Prepare meeting packs and support cashflow modelling (Voyant) Build relationships with HNW/UHNW clients and their families Develop relationships with the next generation of clients Gradually take ownership of long-standing client relationships About You 3-5+ years' experience in a client-facing Paraplanner role Level 4 Diploma Ideally already exposed to clients or attending meetings regularly Confident working with HNW/UHNW clients Strong interpersonal and relationship-building skills Polished, professional and commercially aware Keen to progress into a more senior, client-facing advisory role over time What's On Offer £65,000 - £70,000 base salary + bonus and benefits Equity in the business Equity increases over time as responsibility grows Genuine succession pathway into ownership of a client book and the business Full client exposure from day one alongside the MD High-quality HNW/UHNW client base Clear route into advising, leadership and long-term business ownership This is a genuine long-term succession opportunity for a Paraplanner who wants more than technical support work. You will be embedded in client relationships from day one, trusted with real responsibility, and developed into a future senior figure within the business with a clear pathway into advising, equity and leadership over time. If you're looking for a clear route into an advisory role, client ownership, and eventually taking over a high-quality client base within a boutique SJP environment, this is one of the most compelling opportunities currently available in the market. If this opportunity is of interest, please send your CV to Harry at Financial Divisions

Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.