My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
May 28, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
May 28, 2026
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
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 27, 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
The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in. THE JOB You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you'll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here. THE PAY Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.That said it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around.And this success has led to major investment in its infrastructure (people and technology).It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like? HERE'S WHAT YOU'LL NEED Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.Because this isn't a traditional financial planning job. By the nature of what they do advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.Everyone will receive a reply.
May 27, 2026
Full time
The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in. THE JOB You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you'll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here. THE PAY Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.That said it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around.And this success has led to major investment in its infrastructure (people and technology).It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like? HERE'S WHAT YOU'LL NEED Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.Because this isn't a traditional financial planning job. By the nature of what they do advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.Everyone will receive a reply.
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
May 27, 2026
Full time
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
May 27, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
May 27, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 27, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
May 27, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
May 27, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 27, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 26, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 26, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
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.
May 26, 2026
Full time
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.
Ernest Gordon Recruitment Limited
Edinburgh, Midlothian
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
May 26, 2026
Full time
Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou
Exchange Street Executive Search
Oldham, Lancashire
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
May 26, 2026
Full time
The need to learn is an innate human trait. If we aren t progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning. And you haven t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can t see how you re going to progress. At this company you ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED: You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus. If you have experience of working for a St James Place Partner practice that would be advantageous. Whatever your background you will want have an interest in becoming a paraplanner. - Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
May 26, 2026
Full time
Trainee Adviser/Paraplanner Vacancy Actively seeking someone who wants to be advising in 2 - 3 years £35k - £40k basic salary plus bonuses Periodic pay rises and 100% route to being signed off as an adviser Reigate offices - Boutique financial planning business My client are a boutique wealth planning practice near Reigate who have been operating as a business for nearly 10 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. An average client has 500k of investable assets, but the highest net worth clients have over £1m+. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals and a growth plan in place to broaden the client based the Directors are seeking a Paraplanner/Trainee Adviser who is working towards their level 4 qualified. You will be conducting end to end paraplanning but they specifically want to take someone on who wants to be advising in 2 - 3 years as the business grows. When the time is right they will sign you off as an adviser and give you some clients to get you started. Full study support will be given to you to help you learn and progress your technical and softer advisory skills. Please contact Peter Fozard at Financial Divisions.
An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.
May 25, 2026
Full time
An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.
Allerton Park Recruitment Solutions
Godalming, Surrey
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
May 25, 2026
Full time
Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.
Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
May 25, 2026
Full time
Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
