Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
May 27, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
May 27, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Service Service Employment Agency Limited
Ipswich, Suffolk
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
May 27, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
Job Title: Financial Planner Location: Leeds (Hybrid) Salary: Up to £64,000 + 15% Bonus Benefits: • Matched pension contribution up to 10% • Critical illness cover • Income protection • Death in service (4x salary) • 27 days holiday + bank holidays • Option to purchase additional annual leave • Flexible benefits including private medical and dental insurance About the Company: A growing and well-established financial services organisation focused on making financial advice more accessible to a broad client base. The business operates within a collaborative and supportive environment, offering advisers the opportunity to develop long-term client relationships while contributing to ambitious growth plans. Role Summary: An opportunity for an experienced Financial Planner to join an employed advice team delivering regulated financial planning services to both new and existing clients. The role will involve generating new business, maintaining ongoing client relationships, and delivering high-quality wealth advice in line with regulatory and compliance standards. Key Responsibilities: • Provide regulated financial planning advice to new and existing clients • Conduct regular servicing and review meetings to maintain client relationships • Generate new business through referrals, networking, and marketing activity • Complete detailed fact-finding and suitability assessments • Deliver compliant recommendations aligned to client objectives • Prepare and submit suitability reports and applications accurately and efficiently • Build and maintain strong relationships with internal stakeholders and referral partners • Ensure all activity complies with FCA regulations and internal frameworks Requirements: • Level 4 Diploma in Financial Services essential • Proven experience advising on wealth management products • Strong understanding of regulated financial advice processes • Ability to generate and develop new client relationships • Excellent communication and relationship-building skills • Organised and able to manage competing priorities effectively • Comfortable working in a target-driven environment • Professional, ethical, and client-focused approach If you're an experienced Financial Planner looking to join a growing and supportive environment with strong earning potential and long-term career development opportunities, we'd like to hear from you.
May 27, 2026
Full time
Job Title: Financial Planner Location: Leeds (Hybrid) Salary: Up to £64,000 + 15% Bonus Benefits: • Matched pension contribution up to 10% • Critical illness cover • Income protection • Death in service (4x salary) • 27 days holiday + bank holidays • Option to purchase additional annual leave • Flexible benefits including private medical and dental insurance About the Company: A growing and well-established financial services organisation focused on making financial advice more accessible to a broad client base. The business operates within a collaborative and supportive environment, offering advisers the opportunity to develop long-term client relationships while contributing to ambitious growth plans. Role Summary: An opportunity for an experienced Financial Planner to join an employed advice team delivering regulated financial planning services to both new and existing clients. The role will involve generating new business, maintaining ongoing client relationships, and delivering high-quality wealth advice in line with regulatory and compliance standards. Key Responsibilities: • Provide regulated financial planning advice to new and existing clients • Conduct regular servicing and review meetings to maintain client relationships • Generate new business through referrals, networking, and marketing activity • Complete detailed fact-finding and suitability assessments • Deliver compliant recommendations aligned to client objectives • Prepare and submit suitability reports and applications accurately and efficiently • Build and maintain strong relationships with internal stakeholders and referral partners • Ensure all activity complies with FCA regulations and internal frameworks Requirements: • Level 4 Diploma in Financial Services essential • Proven experience advising on wealth management products • Strong understanding of regulated financial advice processes • Ability to generate and develop new client relationships • Excellent communication and relationship-building skills • Organised and able to manage competing priorities effectively • Comfortable working in a target-driven environment • Professional, ethical, and client-focused approach If you're an experienced Financial Planner looking to join a growing and supportive environment with strong earning potential and long-term career development opportunities, we'd like to hear from you.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 27, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
May 27, 2026
Full time
IFA Administrator Wetherby £28,000 - £37,000 NJR are currently exclusively representing one of Yorkshire's leading firms of independent financial advisers, who are now seeking an experienced IFA Administrator to join their dynamic and ever growing business. Working out of their beautiful offices based in the outskirts of Wetherby, you will be supporting the Financial Planners working with niche clients in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. Responsibilities will include: Diary Management Liaising with clients, providers and 3rd parties Processing new business Creating meeting packs Drafting and sending letters Obtaining valuations and illustrations General office admin What's in it for you? Salary range: up to £37k depending on experience Discretionary bonus 8% employer pension contribution 25 days holiday + Bank Holidays Private medical insurance Death in service cover Excellent progression and development Free onsite parking What do we need from you? Previous experience doing a similar role, preferably within an Independent Financial Services environment. Experience working with intelligent office is essential Strong knowledge of financial products including GIAs, Bonds, ISAs and SIPP Pensions Those working towards the CII Level 4 Diploma would be of most interest Solid communication and articulations skills. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism. For further information please contact one of our specialist consultants at NJR Recruitment quoting REF: NJR16705
Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas
May 27, 2026
Full time
Job Title: Paraplanner Location: Bridgnorth Salary: £ 34,000 - £ 38,000 About the Company A bespoke, professional independent financial planning firm, known for delivering high-quality advice across a range of financial planning services is looking to add a paraplanner to their back-office team. They provide a range of advice to both private, and corporate clients, and pride themselves on their tailored, bespoke approach to advice. The Opportunity This is a fantastic opportunity for an experienced paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and a couple of other financial planners and you will play a key role through report writing, technical research, and cash-flow modelling. There is a good benefits package along with an opportunity to be an important part of a small, growing business. So, someone who wants to use their skillset to make a difference would be ideal. Key Responsibilities Produce and package financial reports for a variety of Pensions, Investment, Protection and Trust cases. Create and compile suitability reports, illustrations and fund research. Answer technical queries and build relationships with clients. Perform cash-flow modelling and maintain up-to-date knowledge of products and platforms. Attend client Meetings with the financial planner on occasion About You Qualifications & Experience Diploma qualified (Desirable) Previous experience as a Paraplanner. (Essential) Strong understanding of financial products, platforms, and compliance requirements. Skills & Attributes Excellent communication and time management skills. Strong problem-solving abilities and attention to detail. Technically competent with Microsoft programs, and ideally experience with Xplan and FE Analytics. Some of the Benefits Annual Bonus Death in Service Company Pension scheme Competitive Holiday allowance with additional days given for the office being closed over Christmas
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 27, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
May 27, 2026
Full time
Qualified Paraplanner Exeter Weston-super-Mare Plymouth (choice of office) Hybrid working - 2 days from home Full-time Permanent Take Your Paraplanning Career to the Next Level Are you a qualified paraplanner looking for a role where your expertise is genuinely valued and your development continues? We're partnering with a highly regarded, growing financial planning firm offering an opportunity to work on high-quality, complex advice cases , alongside a collaborative and technically strong team. This is a career-enhancing role where you'll be trusted to take ownership, contribute to advice strategy, and play a key role in delivering outstanding client outcomes. The Opportunity This is far more than a report-writing role. You'll work closely with Financial Planners from the outset of cases, providing real input into strategy, research, and recommendations , while also supporting and mentoring more junior team members. What You'll Be Doing Leading paraplanning support across new business and client servicing cases Analysing complex client circumstances to identify risks and opportunities Conducting detailed research and building tailored financial solutions Writing high-quality suitability reports and recommendations Producing and maintaining advanced cashflow models Handling technical calculations including:• Pension contributions & carry forward• CGT calculations• Tax planning considerations Supporting advisers at client meetings (where required) Ensuring all work is fully compliant and audit-ready Collaborating across teams to improve processes and client outcomes Helping mentor and develop junior colleagues Paraplanne cification PDF What We're Looking For Level 4 Diploma in Financial Planning (essential) Proven experience in a Paraplanner role within financial planning Strong technical knowledge across pensions, investments, and tax planning Experience working on complex client cases Excellent report writing and analytical skills Confident communicator who enjoys working collaboratively A proactive mindset with a desire to add value beyond the brief Why This Role Stands Out Choice of 3 office locations - work where suits you Hybrid working - 2 days from home each week Exposure to complex, high-value client work A business that genuinely values paraplanning as a core advisory function Opportunity to influence advice strategy , not just document it Supportive culture with clear career progression pathways Ready to Step Up? If you're an experienced, qualified paraplanner looking for your next challenge in a forward-thinking environment - we'd love to hear from you. Apply today or get in touch for a confidential chat.
Chartered IFA Firm 6 UK Offices Established Client Base Genuine Progression A highly respected, fully Chartered Independent Financial Advisory firm with six offices across the UK is looking for an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to step into a well-established, professionally led environment with strong infrastructure, a high-quality inherited client base, and a genuine pipeline of new enquiries - giving you the platform to focus on what you do best. The Firm This is a firm built on technical excellence, ethical practice, and a genuine commitment to independent, client-centric advice. With Chartered status at firm level and a culture that reflects it, you will be joining a business where standards are high, support is genuine, and long-term careers are the norm rather than the exception. The Role Manage and develop an inherited portfolio of clients, including those transitioning from other advisers within the firm Deliver holistic, high-quality independent financial planning advice across a broad and established client base Build trusted, long-term relationships with clients and their families Contribute to business growth through professional referrals, networking, and firm-generated leads Maintain the highest standards of compliance, professionalism, and ethical practice throughout Where appropriate, provide mentoring or leadership support to junior advisers and paraplanners within the team About You Chartered Financial Planner status - essential Several years of experience in a financial planning or advisory role Strong relationship-building and communication skills A professional, ethical, and genuinely client-first approach Comfortable identifying and developing new business opportunities Management or leadership experience is highly advantageous Ambitious, collaborative, and looking to grow within a firm that will invest in you What Is on Offer Salary up to £75,000 plus bonus, aligned to experience and contribution An inherited client portfolio with a strong pipeline of new enquiries Full paraplanning and administrative support Clear progression pathways, including leadership opportunities A supportive, forward-thinking culture within a highly regarded Chartered firm Next Steps To find out more or to apply in confidence, please submit your CV and contact details and we will be in touch to arrange an initial conversation. Jo Clark, Financial Divisions.
May 27, 2026
Full time
Chartered IFA Firm 6 UK Offices Established Client Base Genuine Progression A highly respected, fully Chartered Independent Financial Advisory firm with six offices across the UK is looking for an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to step into a well-established, professionally led environment with strong infrastructure, a high-quality inherited client base, and a genuine pipeline of new enquiries - giving you the platform to focus on what you do best. The Firm This is a firm built on technical excellence, ethical practice, and a genuine commitment to independent, client-centric advice. With Chartered status at firm level and a culture that reflects it, you will be joining a business where standards are high, support is genuine, and long-term careers are the norm rather than the exception. The Role Manage and develop an inherited portfolio of clients, including those transitioning from other advisers within the firm Deliver holistic, high-quality independent financial planning advice across a broad and established client base Build trusted, long-term relationships with clients and their families Contribute to business growth through professional referrals, networking, and firm-generated leads Maintain the highest standards of compliance, professionalism, and ethical practice throughout Where appropriate, provide mentoring or leadership support to junior advisers and paraplanners within the team About You Chartered Financial Planner status - essential Several years of experience in a financial planning or advisory role Strong relationship-building and communication skills A professional, ethical, and genuinely client-first approach Comfortable identifying and developing new business opportunities Management or leadership experience is highly advantageous Ambitious, collaborative, and looking to grow within a firm that will invest in you What Is on Offer Salary up to £75,000 plus bonus, aligned to experience and contribution An inherited client portfolio with a strong pipeline of new enquiries Full paraplanning and administrative support Clear progression pathways, including leadership opportunities A supportive, forward-thinking culture within a highly regarded Chartered firm Next Steps To find out more or to apply in confidence, please submit your CV and contact details and we will be in touch to arrange an initial conversation. Jo Clark, Financial Divisions.
Paraplanner Remote Working Competitive Salary + Strong Benefits A highly regarded and growing wealth management firm is looking for an experienced Paraplanner to join its collaborative and client-focused team on a remote basis. This is a predominantly remote opportunity, offering the flexibility to work from home alongside regular collaboration with your local office and wider team. You'll play a key role in supporting advisers and senior consultants by providing high-quality technical and investment support across a broad range of wealth management cases. This is an excellent opportunity for an individual who enjoys technical work, report writing, and helping deliver outstanding client outcomes. About You The successful candidate will ideally have: Diploma in Regulated Financial Planning or equivalent paraplanning qualification Experience Paraplanning within a Wealth Management firm, honing strong technical knowledge across pensions, investments, and protection products Good understanding of current FCA regulations and compliance procedures What's on Offer Remote working with ongoing team collaboration Pension scheme, life assurance, and income protection Health and wellbeing support Flexible benefits to suit your lifestyle Strong long-term career progression opportunities Supportive and collaborative working culture This is a fantastic opportunity to join a forward-thinking business that genuinely values its people and offers long-term career development within a growing wealth management environment.
May 27, 2026
Full time
Paraplanner Remote Working Competitive Salary + Strong Benefits A highly regarded and growing wealth management firm is looking for an experienced Paraplanner to join its collaborative and client-focused team on a remote basis. This is a predominantly remote opportunity, offering the flexibility to work from home alongside regular collaboration with your local office and wider team. You'll play a key role in supporting advisers and senior consultants by providing high-quality technical and investment support across a broad range of wealth management cases. This is an excellent opportunity for an individual who enjoys technical work, report writing, and helping deliver outstanding client outcomes. About You The successful candidate will ideally have: Diploma in Regulated Financial Planning or equivalent paraplanning qualification Experience Paraplanning within a Wealth Management firm, honing strong technical knowledge across pensions, investments, and protection products Good understanding of current FCA regulations and compliance procedures What's on Offer Remote working with ongoing team collaboration Pension scheme, life assurance, and income protection Health and wellbeing support Flexible benefits to suit your lifestyle Strong long-term career progression opportunities Supportive and collaborative working culture This is a fantastic opportunity to join a forward-thinking business that genuinely values its people and offers long-term career development within a growing wealth management environment.
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
May 27, 2026
Full time
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Job Title: Senior Planning Consultant Location: Skipton Salary: 35,000 - 55,000 DOE Penguin Recruitment is delighted to be supporting a Senior Planner opportunity with a highly respected and forward-thinking consultancy delivering strategic advice on land and property assets across the UK. This is an exciting opportunity for an experienced planning or development professional who thrives on strategic thinking, analytical work, and delivering high-quality client advice. We are open to a range of backgrounds and experience levels the priority is finding the right individual to complement a dynamic and collaborative team. Location & Working Pattern Flexible hybrid working Head office in Skipton (Yorkshire) Applicants considered from across the UK Expectation of some days per month in Skipton Full-time or part-time applications welcomed The Role As a Senior Planner / Consultant, you will work alongside a senior consulting team on a diverse range of projects, advising clients on the development, management, and diversification of their land and property assets. You will play a key role in delivering consultancy projects from inception through to completion, undertaking research, appraising evidence, and shaping clear, commercially grounded recommendations. This role offers genuine variety, autonomy, and client exposure, alongside opportunities to contribute to business development and long-term growth. Key Responsibilities Supporting consultancy projects focused on strategy development and delivery planning Undertaking research and evidence appraisal to inform options and recommendations Producing high-quality reports, presentations, and written advice Coordinating project delivery including workstreams, planning, budgets, and communications Supporting and maintaining strong client relationships Contributing to business development activities About You We are looking for someone who can combine strategic thinking with commercial awareness and strong project management capability. You will have: A strategic mindset and analytical approach Confidence working with financial data and development appraisals Experience delivering high-quality written advice to clients Strong project management and organisational skills Experience in feasibility studies, options assessments, strategy or business planning (desirable) A proactive approach to client relationship management Business development exposure (desirable) A full UK driving licence (essential - travel to client sites required) Experience within the property, land, or leisure sectors would be advantageous, though not essential. What's on Offer 35,000 - 55,000 salary guide (DOE) Flexible working structure Varied and high-impact project portfolio Strong team culture and collaborative environment Opportunity to shape and grow within the business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
May 27, 2026
Full time
Job Title: Senior Planning Consultant Location: Skipton Salary: 35,000 - 55,000 DOE Penguin Recruitment is delighted to be supporting a Senior Planner opportunity with a highly respected and forward-thinking consultancy delivering strategic advice on land and property assets across the UK. This is an exciting opportunity for an experienced planning or development professional who thrives on strategic thinking, analytical work, and delivering high-quality client advice. We are open to a range of backgrounds and experience levels the priority is finding the right individual to complement a dynamic and collaborative team. Location & Working Pattern Flexible hybrid working Head office in Skipton (Yorkshire) Applicants considered from across the UK Expectation of some days per month in Skipton Full-time or part-time applications welcomed The Role As a Senior Planner / Consultant, you will work alongside a senior consulting team on a diverse range of projects, advising clients on the development, management, and diversification of their land and property assets. You will play a key role in delivering consultancy projects from inception through to completion, undertaking research, appraising evidence, and shaping clear, commercially grounded recommendations. This role offers genuine variety, autonomy, and client exposure, alongside opportunities to contribute to business development and long-term growth. Key Responsibilities Supporting consultancy projects focused on strategy development and delivery planning Undertaking research and evidence appraisal to inform options and recommendations Producing high-quality reports, presentations, and written advice Coordinating project delivery including workstreams, planning, budgets, and communications Supporting and maintaining strong client relationships Contributing to business development activities About You We are looking for someone who can combine strategic thinking with commercial awareness and strong project management capability. You will have: A strategic mindset and analytical approach Confidence working with financial data and development appraisals Experience delivering high-quality written advice to clients Strong project management and organisational skills Experience in feasibility studies, options assessments, strategy or business planning (desirable) A proactive approach to client relationship management Business development exposure (desirable) A full UK driving licence (essential - travel to client sites required) Experience within the property, land, or leisure sectors would be advantageous, though not essential. What's on Offer 35,000 - 55,000 salary guide (DOE) Flexible working structure Varied and high-impact project portfolio Strong team culture and collaborative environment Opportunity to shape and grow within the business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Paraplanner Tonbridge Area Competitive negotiable salary, base to £50,000 plus comprehensive benefits and exam support. An exceptional, established independent financial planning firm with over 35 years of experience delivering clear, trusted, and high-quality advice to its clients currently requires an experienced and diploma qualified career paraplanner, to join its vibrant and friendly team. Built on long-standing relationships and a commitment to integrity, it takes pride in helping individuals, families, and businesses make confident financial decisions at every stage of life. Paraplanner It is seeking someone who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support, and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition. A superb career opportunity, join a great team and enjoy your working day. Paraplanner Requirements Minimum 2 years' experience as a Paraplanner working within an IFA practice. A solid understanding of pensions, investments, estate planning, and protection. Experience of working on complex cases where HNW individuals are approaching or are in retirement. Familiarity with Transact, Aberdeen, Quilter, and other investment platforms. Experience with cashflow modelling software and technical analysis support tools. A strong understanding of FCA regulatory requirements and compliance standards. Level 4 Diploma in Financial Planning. Paraplanner Profile Committed to becoming a Chartered Paraplanner. Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail. Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome. Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed. Happy to be office based, living within easy travelling distance.
May 27, 2026
Full time
Paraplanner Tonbridge Area Competitive negotiable salary, base to £50,000 plus comprehensive benefits and exam support. An exceptional, established independent financial planning firm with over 35 years of experience delivering clear, trusted, and high-quality advice to its clients currently requires an experienced and diploma qualified career paraplanner, to join its vibrant and friendly team. Built on long-standing relationships and a commitment to integrity, it takes pride in helping individuals, families, and businesses make confident financial decisions at every stage of life. Paraplanner It is seeking someone who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support, and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition. A superb career opportunity, join a great team and enjoy your working day. Paraplanner Requirements Minimum 2 years' experience as a Paraplanner working within an IFA practice. A solid understanding of pensions, investments, estate planning, and protection. Experience of working on complex cases where HNW individuals are approaching or are in retirement. Familiarity with Transact, Aberdeen, Quilter, and other investment platforms. Experience with cashflow modelling software and technical analysis support tools. A strong understanding of FCA regulatory requirements and compliance standards. Level 4 Diploma in Financial Planning. Paraplanner Profile Committed to becoming a Chartered Paraplanner. Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail. Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome. Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed. Happy to be office based, living within easy travelling distance.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 27, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 27, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 27, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Hampshire Engineering Services' (ES) Quantity Surveying section is part of the Contracts Section within ES. We're looking for a proactive and motivated Senior Quantity Surveyor to join our growing team of dedicated commercial professionals. This role offers the opportunity to take ownership of projects, develop your technical expertise, and contribute to the commercial success of a diverse portfolio of work. You'll be working closely with quantity surveyors, project managers, engineers and clients, supporting the full commercial lifecycle from initial estimates through to final accounts. For further information about our service and our recent projects, please visit Engineering Services Careers . The Role: To provide a full professional quantity surveying function (construction, financial, contractual and procurement management) to the Department for the implementation of construction projects in accordance with the Council's requirements. To support the Principal Quantity Surveyor, as required, with the management of the QS Section including giving guidance to other project and technical staff. You will play a key role in managing the financial and contractual aspects of projects from inception through to completion. The role focuses on ensuring that projects are delivered within budget and provide value for money. What you'll do: In this role, you will prepare tender documentation, including Bills of Quantities, and develop cost estimates, budgets, and cost plans across all stages of design. You will administer NEC4 contracts, managing compensation events, early warnings, and contractual notices, while carrying out site measurements and valuations to assess progress and payment applications. You will be responsible for ensuring effective cost control across capital and maintenance projects, producing accurate financial reports, and forecasting final outturn costs. Working closely with project managers and clients, you will establish budgets, assess contractor entitlements, and contribute to successful final account settlements. The role also involves implementing contract and procurement strategies, managing project delivery within agreed timescales and budgets, and coordinating internal teams and external consultants. Strong collaboration with engineers, planners, contractors, and stakeholders is essential to ensure accurate cost information and sound commercial decision-making. In addition, you will support risk management activities, contribute to best practice in contract administration, mentor junior staff, and ensure compliance with organisational procedures and financial regulations. What we're looking for: We are seeking a candidate educated to HND or degree level in a relevant discipline, ideally holding MRICS status or equivalent experience. You will have proven experience in quantity surveying within a civil engineering environment, with a strong working knowledge of the Model Contract Documents for Highways Works and the New Engineering Contract. You will demonstrate excellent communication skills and a positive approach to personal development and supporting others. A good understanding of Standing Orders, Financial Regulations, and Codes of Practice within a local authority setting is essential, along with familiarity with council structures and procedures. The successful candidate will be able to manage and deliver small to medium-sized construction contracts to financial completion with minimal supervision. You will also be responsible for producing accurate cost estimates across all project stages, ensuring appropriate funding is secured. Strong organisational skills are required to manage workload effectively and meet time and cost objectives. You will build and maintain effective relationships with internal and external stakeholders, promote best practice, and support team development through mentoring and a commitment to continuous professional development. Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the Right to Work in the UK before applying.
May 27, 2026
Full time
Hampshire Engineering Services' (ES) Quantity Surveying section is part of the Contracts Section within ES. We're looking for a proactive and motivated Senior Quantity Surveyor to join our growing team of dedicated commercial professionals. This role offers the opportunity to take ownership of projects, develop your technical expertise, and contribute to the commercial success of a diverse portfolio of work. You'll be working closely with quantity surveyors, project managers, engineers and clients, supporting the full commercial lifecycle from initial estimates through to final accounts. For further information about our service and our recent projects, please visit Engineering Services Careers . The Role: To provide a full professional quantity surveying function (construction, financial, contractual and procurement management) to the Department for the implementation of construction projects in accordance with the Council's requirements. To support the Principal Quantity Surveyor, as required, with the management of the QS Section including giving guidance to other project and technical staff. You will play a key role in managing the financial and contractual aspects of projects from inception through to completion. The role focuses on ensuring that projects are delivered within budget and provide value for money. What you'll do: In this role, you will prepare tender documentation, including Bills of Quantities, and develop cost estimates, budgets, and cost plans across all stages of design. You will administer NEC4 contracts, managing compensation events, early warnings, and contractual notices, while carrying out site measurements and valuations to assess progress and payment applications. You will be responsible for ensuring effective cost control across capital and maintenance projects, producing accurate financial reports, and forecasting final outturn costs. Working closely with project managers and clients, you will establish budgets, assess contractor entitlements, and contribute to successful final account settlements. The role also involves implementing contract and procurement strategies, managing project delivery within agreed timescales and budgets, and coordinating internal teams and external consultants. Strong collaboration with engineers, planners, contractors, and stakeholders is essential to ensure accurate cost information and sound commercial decision-making. In addition, you will support risk management activities, contribute to best practice in contract administration, mentor junior staff, and ensure compliance with organisational procedures and financial regulations. What we're looking for: We are seeking a candidate educated to HND or degree level in a relevant discipline, ideally holding MRICS status or equivalent experience. You will have proven experience in quantity surveying within a civil engineering environment, with a strong working knowledge of the Model Contract Documents for Highways Works and the New Engineering Contract. You will demonstrate excellent communication skills and a positive approach to personal development and supporting others. A good understanding of Standing Orders, Financial Regulations, and Codes of Practice within a local authority setting is essential, along with familiarity with council structures and procedures. The successful candidate will be able to manage and deliver small to medium-sized construction contracts to financial completion with minimal supervision. You will also be responsible for producing accurate cost estimates across all project stages, ensuring appropriate funding is secured. Strong organisational skills are required to manage workload effectively and meet time and cost objectives. You will build and maintain effective relationships with internal and external stakeholders, promote best practice, and support team development through mentoring and a commitment to continuous professional development. Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the Right to Work in the UK before applying.
We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 27, 2026
Full time
We are seeking an experienced and driven Programme Manager to lead complex, high-impact programmes across our portfolio of change within a Large UK Pension firm. This role involves overseeing interdependent projects, ensuring delivery of business outcomes, and maintaining governance, risk, and quality standards. You will work with diverse teams, manage virtual resources effectively, and foster strong relationships with stakeholders at all levels. Key Responsibilities: Programme Management: Plan, design, and deliver programmes using structured project management frameworks. Monitor progress, manage dependencies, and ensure business readiness for change. Governance: Ensure programmes and projects align with strategic goals. Monitor risks, issues, and quality, and deliver benefits as per the business case. Resource Management: Identify and allocate resources for successful programme delivery. Motivate and engage cross-functional, geographically dispersed teams. Programme Leadership: Lead and develop project teams, providing guidance, coaching, and support to achieve programme outcomes. Stakeholder Management: Build trusted relationships with internal and external stakeholders. Communicate complex ideas clearly and manage expectations effectively. Line Management: Manage direct reports, support their development, and contribute to improving project and programme management standards within the business unit. Key Experience & Skills: Proven experience delivering complex programmes using Agile and Waterfall methodologies. Strong leadership skills with experience managing geographically dispersed teams. Excellent stakeholder management and communication skills, able to influence at all levels. Strong analytical and problem-solving abilities, with expertise in risk, issue, and dependency management. What's in it for you? Flexible working arrangements, including remote work. Opportunity to work on diverse, high-impact projects across pensions administration and consultancy. Be part of a supportive, innovative team with a focus on professional development. Shape the future of pensions services for organisations and their employees. This role would suit a solution-focused and results-driven professional, ready to lead complex programmes and make an impact in the pensions sector, so please do email your CV for more details on this position. Please quote 52271 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
A leading Professional Trustee and Secretarial firm, recognised for expertise, integrity, and client focus have an exciting new role for a Scheme Secretary to join their successful and growing firm. About the Role Complementing the core business of professional trusteeship, the firm offer a comprehensive Scheme Secretarial service and are now seeking a talented and proactive Scheme Secretary to work within a client-facing role, based from any of their UK offices. As a Scheme Secretary, you will: Act as Secretary across a portfolio of pension schemes, serving as the first point of contact for Trustees and key stakeholders. Represent Capital Cranfield and the Secretarial team at face-to-face and virtual Trustee and client meetings. Coordinate Trustee meetings and subcommittees, including venue arrangements, attendance, and logistics. Prepare and distribute meeting packs, liaise with Chairs and advisers, take minutes, and manage Action Logs. Maintain all key Trustee and Scheme-related documents to ensure compliance with regulatory and statutory requirements. We're looking for someone who: Has in-depth knowledge of UK occupational pension schemes (DB, DC, or Hybrid) and an understanding of Trustee and sponsor roles. Possesses strong communication, stakeholder management, and presentation skills. Can prioritise, organise, and deliver work to tight deadlines. Has Scheme Secretarial experience or equivalent, relevant pensions experience. What We Offer Competitive salary Defined Contribution (DC) pension with generous employer contributions Private Medical Insurance 25 days' annual leave Please quote 52043 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
May 27, 2026
Full time
A leading Professional Trustee and Secretarial firm, recognised for expertise, integrity, and client focus have an exciting new role for a Scheme Secretary to join their successful and growing firm. About the Role Complementing the core business of professional trusteeship, the firm offer a comprehensive Scheme Secretarial service and are now seeking a talented and proactive Scheme Secretary to work within a client-facing role, based from any of their UK offices. As a Scheme Secretary, you will: Act as Secretary across a portfolio of pension schemes, serving as the first point of contact for Trustees and key stakeholders. Represent Capital Cranfield and the Secretarial team at face-to-face and virtual Trustee and client meetings. Coordinate Trustee meetings and subcommittees, including venue arrangements, attendance, and logistics. Prepare and distribute meeting packs, liaise with Chairs and advisers, take minutes, and manage Action Logs. Maintain all key Trustee and Scheme-related documents to ensure compliance with regulatory and statutory requirements. We're looking for someone who: Has in-depth knowledge of UK occupational pension schemes (DB, DC, or Hybrid) and an understanding of Trustee and sponsor roles. Possesses strong communication, stakeholder management, and presentation skills. Can prioritise, organise, and deliver work to tight deadlines. Has Scheme Secretarial experience or equivalent, relevant pensions experience. What We Offer Competitive salary Defined Contribution (DC) pension with generous employer contributions Private Medical Insurance 25 days' annual leave Please quote 52043 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
