Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Jun 09, 2026
Full time
Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take ownership of more complex technical tasks. You'll be responsible for: Overseeing workflow and supporting the development of junior administrators Acting as the technical "go-to" for complex admin queries Providing advanced administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records and compliance requirements meet FCA standards Working closely with advisers to deliver a seamless, high-quality client experience If you enjoy autonomy, accuracy and being the person others rely on, you'll thrive here. What You'll Bring 4-5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-focused environment Confidence managing workflow and coaching others Excellent communication skills and a proactive, solutions-driven approach Experience with Intelligent Office (iO), Transact or similar systems A calm, organised mindset with the ability to juggle competing priorities Industry qualifications are beneficial but not essential. Why This Firm? Independent, Chartered and genuinely client-first A collaborative, supportive culture where your voice is heard Hybrid working with flexibility Competitive salary, strong bonus potential and excellent benefits Clear long-term progression within a growing business If you're ready to step up and take on a role with real impact, please send your CV to Ursula at Financial Divisions
Job Title: Paraplanner Location: West London Hybrid 2 days WFH Salary: Up to 70,000 depending on experience Hours: Monday to Friday 8:30am to 5:30 pm Benefits: Pension, life assurance, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option Discretionary annual bonus About the position of Paraplanner We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development. Responsibilities for the role of Paraplanner: Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning Produce high-quality, compliant suitability reports and technical recommendations Review fact finds, calculations, and supporting documentation for accuracy and suitability Partner closely with Financial Planners to support holistic client advice Provide technical input on trusts, taxation, and probate planning Support efficient case progression, liaising with internal and offshore teams Mentor junior paraplanners and provide technical oversight where required Ensure all work meets regulatory and internal quality standards Undertake technical research for complex or non-standard cases Experience and skills required for the role of Paraplanner: 5+ years' paraplanning experience within financial services Chartered status (CII Advanced Diploma or equivalent) essential Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning Proven ability to produce complex suitability reports and recommendations Confident reviewing technical data, calculations, and fact finds Strong understanding of trusts, taxation, and probate planning Able to perform in a fast-paced, high-quality output environment Strong attention to detail with a structured, solutions-focused approach For more information regarding the role of Paraplanner , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Jun 09, 2026
Full time
Job Title: Paraplanner Location: West London Hybrid 2 days WFH Salary: Up to 70,000 depending on experience Hours: Monday to Friday 8:30am to 5:30 pm Benefits: Pension, life assurance, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option Discretionary annual bonus About the position of Paraplanner We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development. Responsibilities for the role of Paraplanner: Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning Produce high-quality, compliant suitability reports and technical recommendations Review fact finds, calculations, and supporting documentation for accuracy and suitability Partner closely with Financial Planners to support holistic client advice Provide technical input on trusts, taxation, and probate planning Support efficient case progression, liaising with internal and offshore teams Mentor junior paraplanners and provide technical oversight where required Ensure all work meets regulatory and internal quality standards Undertake technical research for complex or non-standard cases Experience and skills required for the role of Paraplanner: 5+ years' paraplanning experience within financial services Chartered status (CII Advanced Diploma or equivalent) essential Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning Proven ability to produce complex suitability reports and recommendations Confident reviewing technical data, calculations, and fact finds Strong understanding of trusts, taxation, and probate planning Able to perform in a fast-paced, high-quality output environment Strong attention to detail with a structured, solutions-focused approach For more information regarding the role of Paraplanner , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
Jun 08, 2026
Full time
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices click apply for full job details
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jun 08, 2026
Full time
Job Title - Wealth Administrator Location - Exeter (EX2) Salary - Highly competitive Role Type - Full-time, Permanent We are an established Senior Partner Practice of St. James's Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice. About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm's client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time. Key Responsibilities - Wealth Administrator The successful candidate will: Own client servicing tasks for our client bank Support the delivery of client review cycles, follow-ups and recurring servicing tasks Maintain accurate client records, workflows and management information Work closely with wealth planners and paraplanners to support case preparation and client communication Help ensure client enquiries are handled professionally, warmly and efficiently Support compliance and operational processes in line with the firm's standards Identify process friction and suggest practical improvements Escalate appropriately where judgement, authority or technical input is required Contribute to a professional, client-focused and supportive team culture What We Are Looking For - Wealth Administrator We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring: Strong administration and organisational skills Excellent attention to detail A warm and professional communication style Confidence dealing with clients by email and telephone The ability to manage tasks, deadlines and follow-ups reliably A proactive approach to solving problems and improving processes Comfort working with CRM systems (Salesforce) and workflow tools A strong team ethic and willingness to support colleagues An interest in developing a career within wealth management What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business. Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Jun 08, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
BRAND NEW VACANCY - Senior Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £48k - £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 08, 2026
Full time
BRAND NEW VACANCY - Senior Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £48k - £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.
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
Jun 08, 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
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 modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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 07, 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 modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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
A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key Responsibilities Preparing detailed client suitability reports and portfolio reviews Conducting technical research across pensions, investments and financial planning products Producing and maintaining cashflow models to support client recommendations Responding to technical queries from Advisers and clients Carrying out provider and product due diligence Monitoring preferred provider panels and market developments Supporting the maintenance of technical tools, templates and standard documentation Ensuring all work adheres to FCA regulatory and compliance standards Using financial planning and back-office systems to support efficient case management About You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience Required Strong technical knowledge of pensions and financial planning Proven experience within an FCA regulated environment Excellent suitability report writing skills Experience with cashflow modelling and retirement planning Strong provider and product research capabilities Competent user of Excel and financial planning/back-office systems including iO High attention to detail and strong organisational skills Ability to manage multiple priorities and deadlines effectively Qualifications CII Diploma qualified (or equivalent) Working towards Advanced Diploma and Chartered status preferred What's on Offer Opportunity to join a well-established and growing wealth management firm Collaborative and supportive working environment Exposure to high-quality clients and complex cases Ongoing professional development and support towards Chartered status Competitive salary and benefits package Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 07, 2026
Full time
A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key Responsibilities Preparing detailed client suitability reports and portfolio reviews Conducting technical research across pensions, investments and financial planning products Producing and maintaining cashflow models to support client recommendations Responding to technical queries from Advisers and clients Carrying out provider and product due diligence Monitoring preferred provider panels and market developments Supporting the maintenance of technical tools, templates and standard documentation Ensuring all work adheres to FCA regulatory and compliance standards Using financial planning and back-office systems to support efficient case management About You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience Required Strong technical knowledge of pensions and financial planning Proven experience within an FCA regulated environment Excellent suitability report writing skills Experience with cashflow modelling and retirement planning Strong provider and product research capabilities Competent user of Excel and financial planning/back-office systems including iO High attention to detail and strong organisational skills Ability to manage multiple priorities and deadlines effectively Qualifications CII Diploma qualified (or equivalent) Working towards Advanced Diploma and Chartered status preferred What's on Offer Opportunity to join a well-established and growing wealth management firm Collaborative and supportive working environment Exposure to high-quality clients and complex cases Ongoing professional development and support towards Chartered status Competitive salary and benefits package Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with: Complex financial planning casework and technical analysis Production of detailed suitability reports and client recommendations Input into retirement, investment, and protection strategies Collaboration with advisers on planning solutions for existing and new clients Liaison with clients where required, including high-net-worth individuals Maintaining consistently high standards of technical output and compliance What Good Looks Like This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring: 3+ years' experience in paraplanning or technical financial planning roles Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, retirement planning, and protection Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms High-quality report writing and communication skills A detail-focused, methodical approach to work Environment This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes. Package Profit share scheme Clear long-term progression and development pathway 28 days holiday (with option to purchase additional leave) Life assurance (6x salary) Health & wellbeing benefits Enhanced family leave policies Hybrid working and on-site parking For full details and a confidential discussion, please reach out to Ellis Mears at EJP.
Jun 07, 2026
Full time
Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with: Complex financial planning casework and technical analysis Production of detailed suitability reports and client recommendations Input into retirement, investment, and protection strategies Collaboration with advisers on planning solutions for existing and new clients Liaison with clients where required, including high-net-worth individuals Maintaining consistently high standards of technical output and compliance What Good Looks Like This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring: 3+ years' experience in paraplanning or technical financial planning roles Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, retirement planning, and protection Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms High-quality report writing and communication skills A detail-focused, methodical approach to work Environment This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes. Package Profit share scheme Clear long-term progression and development pathway 28 days holiday (with option to purchase additional leave) Life assurance (6x salary) Health & wellbeing benefits Enhanced family leave policies Hybrid working and on-site parking For full details and a confidential discussion, please reach out to Ellis Mears at EJP.
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.
Jun 07, 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).
Jun 07, 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).
Senior Technical Paraplanner Leeds City Centre Hybrid Working Available An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team. With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities. The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team. This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development. The Role You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work. Typical responsibilities will include: Producing high quality suitability reports and technical recommendations Conducting detailed research across pensions, investments, tax planning and protection Supporting advisers with complex cases involving HNW and UHNW clients Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios Liaising with providers and internal teams to progress business efficiently Assisting in mentoring and supporting junior members of the Paraplanning team Potentially taking on team leadership responsibilities including workflow management and technical oversight About You The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning. The ideal candidate will have: Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge across pensions, investments and tax planning Experience working with complex and high value client cases Excellent report writing and analytical skills Strong attention to detail and organisational abilities A professional and collaborative approach Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered. The business actively encourages further study and professional development. Career Progression This opportunity offers genuine flexibility around long term career direction. Potential future pathways could include: Senior Technical Specialist Team Leader or Management responsibilities within the Paraplanning function Transition into a client facing advisory role in the future Package and Benefits Salary completely negotiable depending on experience and technical capability - apply for more info Hybrid working available following probation, with up to 2 days working from home per week Flexible working hours with an emphasis on consistency and work life balance Death in Service cover of 4x salary Private medical insurance Full study support and encouragement towards Chartered status Generous annual discretionary bonus 5% employer pension contribution Regular staff social events and team activities Annual salary reviews Long term career progression opportunities within a stable and growing business Opportunity to work alongside highly experienced professionals on complex and rewarding cases This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.
Jun 07, 2026
Full time
Senior Technical Paraplanner Leeds City Centre Hybrid Working Available An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team. With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities. The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team. This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development. The Role You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work. Typical responsibilities will include: Producing high quality suitability reports and technical recommendations Conducting detailed research across pensions, investments, tax planning and protection Supporting advisers with complex cases involving HNW and UHNW clients Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios Liaising with providers and internal teams to progress business efficiently Assisting in mentoring and supporting junior members of the Paraplanning team Potentially taking on team leadership responsibilities including workflow management and technical oversight About You The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning. The ideal candidate will have: Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge across pensions, investments and tax planning Experience working with complex and high value client cases Excellent report writing and analytical skills Strong attention to detail and organisational abilities A professional and collaborative approach Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered. The business actively encourages further study and professional development. Career Progression This opportunity offers genuine flexibility around long term career direction. Potential future pathways could include: Senior Technical Specialist Team Leader or Management responsibilities within the Paraplanning function Transition into a client facing advisory role in the future Package and Benefits Salary completely negotiable depending on experience and technical capability - apply for more info Hybrid working available following probation, with up to 2 days working from home per week Flexible working hours with an emphasis on consistency and work life balance Death in Service cover of 4x salary Private medical insurance Full study support and encouragement towards Chartered status Generous annual discretionary bonus 5% employer pension contribution Regular staff social events and team activities Annual salary reviews Long term career progression opportunities within a stable and growing business Opportunity to work alongside highly experienced professionals on complex and rewarding cases This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.
St. James's Place Wealth Management
Almondsbury, Gloucestershire
Senior Administrator / Personal Assistant Location: Bristol Salary: Up to £45,000, depending on experience Hours: Full Time An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support. The Role: Senior Administrator / Personal Assistant Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. The Person: Senior Administrator / Personal Assistant You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jun 07, 2026
Full time
Senior Administrator / Personal Assistant Location: Bristol Salary: Up to £45,000, depending on experience Hours: Full Time An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James s Place Principal Partner Practice in Bristol. You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support. The Role: Senior Administrator / Personal Assistant Effective management of incoming communication, including post, emails, answering calls and handling queries professionally. Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year. Managing the Advisors diaries and booking in client meetings and reviews. Maintaining records of meetings and CRM to ensure compliance. Assisting the paraplanning team as required. Gathering and collating information on behalf of clients, paraplanners and Advisors. Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise. The Person: Senior Administrator / Personal Assistant You will have been working in Financial Services, ideally for a SJP Partner Practice for several years and have good all-round knowledge which you are looking to expand and develop Exceptional interpersonal and communication skills, including the ability to ensure effective communication with a wide range of contacts and to deliver the highest level of client service. Excellent team working skills with the ability to work collaboratively and co-operatively with colleagues Ability to work under pressure, to tight deadlines and a flexible, pro-active approach to work including the ability to prioritise and re-prioritise to achieve successful outcomes Ability to apply processes rigorously and meticulously to promote effective and efficient working Assertive and confident manner, particularly on the telephone Excellent numeracy and literacy skills Excellent IT skills including working knowledge of Microsoft Office Word, Excel and Outlook Ability to deal with sensitive information with discretion and to maintain client confidentiality at all times St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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 modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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 07, 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 modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. 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
Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:
Jun 07, 2026
Full time
Are you an experienced Financial Administrator looking for a genuine pathway into paraplanning within a modern, fast-growing financial planning firm? This is an outstanding opportunity to join a highly successful, independent wealth management business founded by two Advisers and over 20 years' combined advisory experience. Having launched just six months ago, the firm is already supporting 75 clients and £80m AUM, with exceptional momentum and a reputation built on trust, transparency, and high-quality advice. You will be joining a close-knit team of two Advisers and a Diploma-qualified Paraplanner, working in a collaborative environment where development, progression, and professional growth are genuinely supported. This role offers a clear route into a Junior Paraplanner position, full study support, and exposure to high-quality financial planning work from day one. The Role You will play a key role in supporting the Advisers and Paraplanner, ensuring a seamless client journey and contributing to the firm's continued growth. Provide day-to-day administrative support to Advisers Process new business across pensions, investments, and protection Prepare client review packs, valuations, and documentation Liaise with providers and clients to obtain information and progress cases Maintain accurate CRM and back-office records (I.O) Assist with technical research and suitability report preparation Support compliance and regulatory processes Deliver exceptional client service throughout the advice process About You Experience within an IFA or wealth management environment Diploma qualified (Level 4) or working towards completion Strong understanding of pensions, investments, and the advice process Excellent organisational skills and high attention to detail Confident communicator with a professional, client-focused approach Ambitious, proactive, and keen to progress into paraplanning What's On Offer £35,000 - £40,000 base salary Annual bonus Clear progression into a Junior Paraplanner role Full study support and exam funding Supportive, approachable leadership team 5 days in office initially, with hybrid flexibility after training Opportunity to join a rapidly growing, forward-thinking firm If this opportunity is of interest, please send your CV to Laura at Financial Divisions:
Office Manager / Senior Paraplanner Bourne End, Buckinghamshire £55,000 - £65,000 depending on experience Full-Time Office-Based A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth. The Role This position will involve a mixture of: Writing and reviewing complex suitability reports Managing the advice process through to completion Supporting Financial Planners with technical case preparation Overseeing day-to-day office operations Supervising and mentoring administrators/paraplanners Ensuring high standards of compliance and client servicing The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients. Candidate Requirements The ideal candidate will have: Minimum 5 years' experience within Financial Services Level 4 Diploma qualified (DipPFS or equivalent) Previous Senior Paraplanning experience Managerial or supervisory experience Strong technical knowledge across financial planning Experience using Intelligent Office (I.O.) and industry platforms Excellent communication and organisational skills High attention to detail and a proactive approach What's on Offer £55,000 - £65,000 salary depending on experience Full-time permanent position Friendly and supportive working environment 24 days holiday plus bank holidays Enhanced employer pension contributions Long-term progression and the opportunity to play a significant role within a respected independent firm For further information or to express interest in the opportunity, please apply or get in touch directly.
Jun 07, 2026
Full time
Office Manager / Senior Paraplanner Bourne End, Buckinghamshire £55,000 - £65,000 depending on experience Full-Time Office-Based A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth. The Role This position will involve a mixture of: Writing and reviewing complex suitability reports Managing the advice process through to completion Supporting Financial Planners with technical case preparation Overseeing day-to-day office operations Supervising and mentoring administrators/paraplanners Ensuring high standards of compliance and client servicing The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients. Candidate Requirements The ideal candidate will have: Minimum 5 years' experience within Financial Services Level 4 Diploma qualified (DipPFS or equivalent) Previous Senior Paraplanning experience Managerial or supervisory experience Strong technical knowledge across financial planning Experience using Intelligent Office (I.O.) and industry platforms Excellent communication and organisational skills High attention to detail and a proactive approach What's on Offer £55,000 - £65,000 salary depending on experience Full-time permanent position Friendly and supportive working environment 24 days holiday plus bank holidays Enhanced employer pension contributions Long-term progression and the opportunity to play a significant role within a respected independent firm For further information or to express interest in the opportunity, please apply or get in touch directly.
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
Jun 07, 2026
Full time
Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719
