Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Jun 11, 2026
Full time
Wealth Planning Practice - Client Relationship Manager role My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office. You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits! Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer. Click and apply ASAP, as a short list is being drawn up for interview!
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) 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.
Jun 11, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) 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.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
Jun 11, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from e click apply for full job details
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Jun 11, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications.They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience.Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Jun 11, 2026
Full time
Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications.They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience.Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Jun 11, 2026
Full time
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
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
Jun 11, 2026
Full time
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 Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis. This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team. The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales. Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key Responsibilities Prepare financial planning reports, suitability reports, and client letters. Carry out research using appropriate tools to support adviser recommendations. Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes. Obtain illustrations, valuations, and information from product providers. Review client files, including fact finds, adviser notes, product information, and supporting documentation. Support the training and onboarding of new team members. Provide guidance and technical support to Junior Paraplanners. Review team output, accuracy, and quality to ensure internal standards are maintained. Manage workload effectively and ensure deadlines are met. Deliver a professional and efficient service to clients, providers, advisers, and professional partners. Candidate Criteria Level 4 Diploma Qualified, ideally Chartered or working towards 3-5 years of Paraplanning experience as a minimum Previous experience mentoring, training, or supporting junior colleagues is desirable Strong technical knowledge across pensions, investments, protection, and financial planning. Excellent written and verbal communication skills. Strong attention to detail and the ability to produce accurate, high-quality work. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
Jun 11, 2026
Full time
Senior Paraplanner Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis. This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team. The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales. Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key Responsibilities Prepare financial planning reports, suitability reports, and client letters. Carry out research using appropriate tools to support adviser recommendations. Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes. Obtain illustrations, valuations, and information from product providers. Review client files, including fact finds, adviser notes, product information, and supporting documentation. Support the training and onboarding of new team members. Provide guidance and technical support to Junior Paraplanners. Review team output, accuracy, and quality to ensure internal standards are maintained. Manage workload effectively and ensure deadlines are met. Deliver a professional and efficient service to clients, providers, advisers, and professional partners. Candidate Criteria Level 4 Diploma Qualified, ideally Chartered or working towards 3-5 years of Paraplanning experience as a minimum Previous experience mentoring, training, or supporting junior colleagues is desirable Strong technical knowledge across pensions, investments, protection, and financial planning. Excellent written and verbal communication skills. Strong attention to detail and the ability to produce accurate, high-quality work. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details
Jun 11, 2026
Full time
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details
Premier Jobs UK Limited
Market Harborough, Leicestershire
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details
Jun 11, 2026
Full time
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Jun 11, 2026
Full time
Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £36000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Jun 11, 2026
Full time
Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach click apply for full job details
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Jun 11, 2026
Full time
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Jun 11, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Jun 11, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Jun 11, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth. The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators , and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts . This structure allows advisers to focus on client outcomes and business development rather than administration. The Opportunity The business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way. You will inherit a good level of existing clients , benefit from strong internal referral flow , and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking , with the backing of a recognised national brand. Key Responsibilities Managing and developing a portfolio of private clients Delivering holistic financial planning alongside discretionary investment management Identifying new client opportunities through referrals, networking and professional introducers Working collaboratively with Investment Managers and specialist teams Contributing to the ongoing growth and reputation of the Birmingham office Requirements Level 4 Diploma qualified CII or CISI Proven experience in a client facing Financial Planning role Comfortable developing relationships with professional connections Strong client relationship and communication skills Ambition to grow within a high quality, advice led business Reward and Benefits Salary up to £100,000 dependent on experience Generous discretionary annual bonus Pension contributions up to 12% Private medical insurance Critical illness cover Death in service Share incentive schemes Clear long term career progression This is an excellent opportunity to join a business at a pivotal stage of its growth, offering both stability and genuine long term opportunity for an ambitious Financial Planner.
Jun 10, 2026
Full time
Financial Planner Location: Birmingham Salary: Up to £100,000 plus bonus and excellent benefits An established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth. The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators , and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts . This structure allows advisers to focus on client outcomes and business development rather than administration. The Opportunity The business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way. You will inherit a good level of existing clients , benefit from strong internal referral flow , and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking , with the backing of a recognised national brand. Key Responsibilities Managing and developing a portfolio of private clients Delivering holistic financial planning alongside discretionary investment management Identifying new client opportunities through referrals, networking and professional introducers Working collaboratively with Investment Managers and specialist teams Contributing to the ongoing growth and reputation of the Birmingham office Requirements Level 4 Diploma qualified CII or CISI Proven experience in a client facing Financial Planning role Comfortable developing relationships with professional connections Strong client relationship and communication skills Ambition to grow within a high quality, advice led business Reward and Benefits Salary up to £100,000 dependent on experience Generous discretionary annual bonus Pension contributions up to 12% Private medical insurance Critical illness cover Death in service Share incentive schemes Clear long term career progression This is an excellent opportunity to join a business at a pivotal stage of its growth, offering both stability and genuine long term opportunity for an ambitious Financial Planner.
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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.
Jun 10, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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.
