51 jobs found

Job Title: Desk Based Financial Planner Location: Bristol (Hybrid Working) Salary: £60,000 - £64,000 + Bonus Opportunity A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team. This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank. The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation. This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function. The Opportunity Employed Desk Based Financial Planner role within a growing national business Fully holistic advice offering including pensions, investments and protection Client meetings conducted virtually via Teams Opportunity to help build and develop a growing proposition Significant long term growth plans with adviser expansion targeted by 2030 Strong internal support structure and partnership services team Collaborative culture with excellent office environment Ongoing service clients and recurring income opportunities What They're Looking For Level 4 Diploma qualified CAS achieved Previous financial planning/advising experience Strong communication and relationship building skills Comfortable working within a target driven environment Open to holistic financial planning conversations including protection/income protection Commercial mindset with the ability to develop opportunities into long term wealth relationships Self-motivated, organised and growth focused individual Benefits Bonus scheme Hybrid working with up to 3 days from home Private medical options Critical illness cover Income protection Death in service 27 days holiday + bank holidays Option to purchase additional annual leave To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

Lead Power Platform Consultant UK Remote 70k- 80k + Car Allowance + 9-Day Fortnight + Amazing Benefits An award-winning Microsoft Solutions Partner is hiring a Lead PPM & Power Platform Consultant to join their growing UK practice. This is a fantastic opportunity for someone who enjoys being both technically hands-on and strategically involved within a consultancy environment - leading enterprise client engagements, shaping delivery standards and helping evolve the organisation's PPM offering. What's on offer? 70,000- 80,000 base salary 5k Car allowance 9-day fortnight (every other Friday off) Private medical with Vitality Medicash plan + life assurance 25-28 days holiday + birthday off EV scheme, gym discounts & Costco membership Annual training budget & structured career progression Award-winning culture with genuine work/life balance Remote-first environment with enterprise-level project work The Role The successful candidate will take a lead role across Microsoft PPM and Power Platform consulting engagements, working with enterprise customers across sectors including financial services, technology, retail, government and utilities. This role is split across three key areas: Technical leadership and client delivery Practice development and standards Supporting the growth and evolution of the PPM proposition You'll be responsible for leading projects from discovery and requirements gathering through to solution design, implementation, user adoption and ongoing optimisation. Key responsibilities include: Leading Microsoft PPM and Power Platform implementations for enterprise customers Running client workshops to gather, define and challenge business requirements Designing scalable solutions aligned to customer goals and operational processes Configuring and implementing solutions across Project Online, Planner Premium and the wider Power Platform stack Providing technical leadership across engagements and supporting consultants with problem resolution Supporting customer stakeholder management throughout the project lifecycle Working closely with Project Managers to define implementation plans and delivery milestones Supporting User Acceptance Testing (UAT), training and solution adoption activities Advising customers on governance, best practice and roadmap planning Supporting presales activities including estimations, statements of work and solution proposals Contributing to proposition development aligned to the Microsoft roadmap Mentoring and developing junior consultants within the practice Supporting internal standards, delivery frameworks and continuous improvement initiatives Contributing to thought leadership activities including blogs, webinars and knowledge sharing Required experience: Strong consulting background delivering Microsoft PPM or adjacent solution Experience across technologies such as: Project Online Planner Premium Power Apps Power Automate Power BI Dataverse Azure DevOps / Project Operations beneficial Experience leading enterprise client engagements Strong stakeholder management and customer-facing communication skills Ability to translate business requirements into scalable technical solutions Experience mentoring consultants or leading delivery teams Comfortable operating in both technical and client-facing environments Desirable experience: Copilot Studio / AI Builder Power Platform governance and security Microsoft certifications (PL-400 / PL-600 etc.) Experience contributing to presales or proposition development UK remote role with travel to customer sites when required. Ready to Apply? Then why are you still reading? Apply Now!

Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

A rapidly growing national wealth management business is looking to appoint a Desk Based Financial Planner into their expanding advice team. This is a genuinely exciting opportunity to join a business with major growth ambitions, whilst becoming part of a new and evolving advice proposition. Ideal for an adviser who enjoys helping shape something rather than stepping into a fully established client bank. The role will involve delivering holistic financial planning advice remotely, supporting both existing clients and new business generation. This opportunity would suit an ambitious financial planner looking to join a business with genuine momentum, excellent support and the chance to play a key role in a growing advice function. The Opportunity Employed Desk Based Financial Planner role within a growing national business Fully holistic advice offering including pensions, investments and protection Client meetings conducted virtually via Teams Opportunity to help build and develop a growing proposition Significant long term growth plans with adviser expansion targeted by 2030 Strong internal support structure and partnership services team Collaborative culture with excellent office environment Ongoing service clients and recurring income opportunities What They're Looking For Level 4 Diploma qualified CAS achieved Previous financial planning/advising experience Strong communication and relationship building skills Comfortable working within a target driven environment Open to holistic financial planning conversations including protection/income protection Commercial mindset with the ability to develop opportunities into long term wealth relationships Self-motivated, organised and growth focused individual Benefits Bonus scheme Hybrid working with up to 3 days from home Private medical options Critical illness cover Income protection Death in service 27 days holiday + bank holidays Option to purchase additional annual leave To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

Financial Advisor Client Book Location - North-West (Cheshire) Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000 Hybrid / Remote Comprehensive benefits An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Advisor to join its highly successful and friendly team. Financial Advisor - Job purpose The firm currently has the capacity to recruit an experienced Senior Financial Advisor to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness. Financial Advisor - Key responsibilities and accountabilities Prospecting and contacting potential clients in accordance with the firm's business plan Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements. Maintaining all standards of performance as required by the firm Making sure a current statement of professional standing (SPS) is always held Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered Making sure sufficient client information is obtained and recorded before any recommendation is made Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.

Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections Berrys is seeking an ambitious, RICS-qualified Rural Surveyor to join our Kettering office, undertaking a wide range of professional work. This is an exciting opportunity to become an integral part of a highly motivated team, with significant scope for career progression. Key Responsibilities - Senior Rural Chartered Surveyor Areas of professional work will include: Providing advice to landowners on maximising land value through option and promotion agreements Advising both landlords and tenants on tenancy matters Undertaking property valuations, primarily of rural assets, but also residential and commercial property Assisting in sales and lettings Handling compensation claims, grants and subsidies and joint ventures Managing and developing relationships with both new and existing clients Supporting the delivery of business plans and contributing to financial performance Managing individual performance and workload to meet agreed targets Person Specification - Senior Rural Chartered Surveyor MRICS qualified and Registered Valuer Practical understanding of property, land, agriculture, and business matters Able to work independently and as part of a team, with an understanding of when to escalate issues Actively looking to build and expand a professional network Commercially aware with an ability to manage personal budget and workload Self-motivated, proactive, and confident in taking initiative Strong written and oral communication skills Proficient in IT systems and software Full driving licence and access to a vehicle insured for business use Hours : 37.5 hours per week, to be worked flexibly Monday-Friday, to be worked in line with our Agile Working Philosophy. Senior Rural Chartered Surveyor - Benefits The role sits within a friendly and supportive team with opportunities to develop. The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 5th June 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.

We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today!

Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Paraplanner - Newcastle (Hybrid Working) Salary: Up to £50,000 + Benefits Location: Newcastle upon Tyne Are you an experienced Paraplanner looking for a role where your technical expertise is valued and your career can thrive? Join a leading financial planning and investment management firm with an award-winning culture and flexible working options. What's in it for you? Hybrid working - 3 days in the office, remainder remote Up to £50,000 salary (DOE) 25 days holiday + bank holidays Life assurance, income protection, pension & flexible benefits A collaborative, supportive environment recognized as one of the Best Places to Work What you'll do: Produce detailed suitability reports and cashflow models Analyse client information and construct tailored financial solutions Support advisers with technical queries and attend client meetings when required Contribute to process improvements and team training What we're looking for: CII Level 4 Diploma (Chartered status or working towards is a plus) Minimum 5 years' paraplanning experience Strong technical knowledge across financial products Excellent communication and attention to detail Experience with Curo, FE Analytics, Voyant is advantageous This is a fantastic opportunity to join a progressive, people-focused firm where your skills will make a real impact.

Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

Financial Adviser - Northwest A fantastic opportunity has arisen for a Financial Adviser to join a well-established, independent and directly authorised financial planning business with a strong regional presence across the Northwest. What is on offer for the Financial Adviser? £Competitive, attractive remuneration structure with 1x validation Realistic earnings of around £75,000 including bonus All clients provided and all appointments pre-booked Remote advice, so no need to travel up and down the country An employed position offering the stability of a secure income Financial Adviser Role Accountabilities This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career. Financial Adviser Requirements Level 4 Diploma Qualified via CII or LIBF. Experience within a financial advice role, or paraplanning with client contact. A warm and engaging character who easily builds rapport and trust with clients. A polished and articulate communication style, both verbal and written An ability to work in a fast paced and busy role motivated to give exceptional levels of service. For further details on the Financial Adviser role or to apply Please send your cv to . com

Paraplanner Edinburgh or Stirling Circa £40,000 + excellent benefits Hybrid or remote working options available Fully funded support towards Diploma & Chartered status A highly successful Practice is looking to appoint an experienced Paraplanner to join their growing team. This is an excellent opportunity to join a well-established and client focused Practice that prides itself on delivering first class financial planning solutions across investment, retirement, tax and estate planning. You'll work closely with Advisers and Administrators, providing technical expertise and supporting the full advice process through detailed research, analysis and report writing. What we're looking for: • Previous Paraplanning experience • Strong report writing and analytical skills • Knowledge of investments, pensions, tax and estate planning • Experience using research and cashflow tools such as Voyant and Analytics • Part or fully qualified candidates considered The successful candidate will benefit from a supportive environment with fully funded professional development and salary enhancements as qualifications progress. If you're looking for a role with flexibility, progression and the chance to work with a highly respected Practice, we'd love to hear from you.

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.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.