Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.
May 23, 2026
Full time
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.
Exchange Street Executive Search
Berkswell, Warwickshire
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.
May 23, 2026
Full time
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 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.
May 22, 2026
Full time
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 click apply for full job details
May 22, 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 click apply for full job details
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
May 22, 2026
Full time
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.
May 22, 2026
Full time
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.
May 22, 2026
Contractor
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.
Conference & Events Sales Consultant (Fully Office-Based) - BirminghamLime Venue Portfolio Birmingham Office Salary: £28,957 per annum plus benefits About the Role Lime Venue Portfolio is looking for a Conference & Events Sales Consultant to join our Birmingham-based team in a fully office-based position . This role is based full-time from our Birmingham office, so candidates must be able to commute to and work on-site in Birmingham five days a week. As a Conference & Events Sales Consultant, you will be responsible for converting enquiries into successful bookings while delivering an exceptional customer experience from initial enquiry through to post-event follow-up. You'll work closely with corporate clients, training organisers, and event planners, providing expert guidance and tailored event solutions across our venue portfolio. Key ResponsibilitiesDrive Revenue Growth Support the continued success of our Venues Collection by managing Conference & Event enquiries efficiently and professionally, maximising conversion opportunities and revenue generation. Deliver Outstanding Customer Service Provide a first-class client experience across phone, email, and online channels, consistently meeting and exceeding service standards and KPIs. Build Strong Relationships Develop trusted relationships with clients, venue teams, and internal stakeholders through confident, knowledgeable, and proactive communication. Support Commercial Performance Use business performance tools including forecasts, budgets, and pace reports to strengthen commercial awareness and contribute to wider business objectives. Maintain Accurate Systems & Reporting Ensure all booking and client information is accurately maintained within Delphi and LVP SmartSheet systems, while identifying opportunities to improve online listings and competitor positioning. Become a Venue Expert Build strong knowledge of the Lime Venue Portfolio collection, support site visits where required, and share venue insights with the wider central team. About You We are looking for someone who is passionate about hospitality, sales, and events, and who enjoys working in a fast-paced office environment. You will ideally have: At least 1 year's experience within a Conference & Events role A minimum of 3 years' hospitality industry experience at venue level GCSEs including Maths and English (A-Levels or degree desirable) Strong written and verbal communication skills Excellent organisational and administrative abilities Confidence using Microsoft Office including Excel, Word, Outlook, and PowerPoint Experience using booking systems such as Delphi or Gratis Strong venue and hospitality knowledge A proactive, solutions-focused mindset with the ability to remain calm under pressure A positive, team-oriented attitude and strong customer service approach Important Location & Working Requirement This is a full-time, fully office-based role located in Birmingham . Remote or hybrid working is not available for this position. BenefitsHealthcare & Wellbeing Medicash health benefits including dental, optical, and mental health support Coverage for you and up to 4 children Free annual health check with Aviva Digicare Discounts with Nuffield Health and Pure Gym Employee Assistance Programme Discounts & Perks Up to 55% off cinema tickets Shopping discounts up to 15% Discounts on Vodafone plans Travel discounts with providers including TUI and Expedia Workplace Benefits Meals on duty Pension scheme Life assurance Paid professional subscriptions Leave & Family Support 23 days annual leave plus bank holidays Your birthday off Additional leave after maternity return Day off for your baby's first birthday Holiday purchase scheme Career Development & Financial Support Ongoing training and development Clear career progression pathways Financial wellbeing programme Preferred rates on salary finance products About Levy Levy, part of Compass Group, delivers exceptional food, drink, and hospitality experiences at some of the UK's most iconic venues, including Wimbledon, Twickenham, and Tottenham Hotspur Stadium. Why Join Us? At Levy UK & Ireland, we value diversity, inclusion, and equal opportunity. We believe diverse teams drive creativity, innovation, and success, and we are committed to creating a supportive environment where everyone can thrive.
May 22, 2026
Full time
Conference & Events Sales Consultant (Fully Office-Based) - BirminghamLime Venue Portfolio Birmingham Office Salary: £28,957 per annum plus benefits About the Role Lime Venue Portfolio is looking for a Conference & Events Sales Consultant to join our Birmingham-based team in a fully office-based position . This role is based full-time from our Birmingham office, so candidates must be able to commute to and work on-site in Birmingham five days a week. As a Conference & Events Sales Consultant, you will be responsible for converting enquiries into successful bookings while delivering an exceptional customer experience from initial enquiry through to post-event follow-up. You'll work closely with corporate clients, training organisers, and event planners, providing expert guidance and tailored event solutions across our venue portfolio. Key ResponsibilitiesDrive Revenue Growth Support the continued success of our Venues Collection by managing Conference & Event enquiries efficiently and professionally, maximising conversion opportunities and revenue generation. Deliver Outstanding Customer Service Provide a first-class client experience across phone, email, and online channels, consistently meeting and exceeding service standards and KPIs. Build Strong Relationships Develop trusted relationships with clients, venue teams, and internal stakeholders through confident, knowledgeable, and proactive communication. Support Commercial Performance Use business performance tools including forecasts, budgets, and pace reports to strengthen commercial awareness and contribute to wider business objectives. Maintain Accurate Systems & Reporting Ensure all booking and client information is accurately maintained within Delphi and LVP SmartSheet systems, while identifying opportunities to improve online listings and competitor positioning. Become a Venue Expert Build strong knowledge of the Lime Venue Portfolio collection, support site visits where required, and share venue insights with the wider central team. About You We are looking for someone who is passionate about hospitality, sales, and events, and who enjoys working in a fast-paced office environment. You will ideally have: At least 1 year's experience within a Conference & Events role A minimum of 3 years' hospitality industry experience at venue level GCSEs including Maths and English (A-Levels or degree desirable) Strong written and verbal communication skills Excellent organisational and administrative abilities Confidence using Microsoft Office including Excel, Word, Outlook, and PowerPoint Experience using booking systems such as Delphi or Gratis Strong venue and hospitality knowledge A proactive, solutions-focused mindset with the ability to remain calm under pressure A positive, team-oriented attitude and strong customer service approach Important Location & Working Requirement This is a full-time, fully office-based role located in Birmingham . Remote or hybrid working is not available for this position. BenefitsHealthcare & Wellbeing Medicash health benefits including dental, optical, and mental health support Coverage for you and up to 4 children Free annual health check with Aviva Digicare Discounts with Nuffield Health and Pure Gym Employee Assistance Programme Discounts & Perks Up to 55% off cinema tickets Shopping discounts up to 15% Discounts on Vodafone plans Travel discounts with providers including TUI and Expedia Workplace Benefits Meals on duty Pension scheme Life assurance Paid professional subscriptions Leave & Family Support 23 days annual leave plus bank holidays Your birthday off Additional leave after maternity return Day off for your baby's first birthday Holiday purchase scheme Career Development & Financial Support Ongoing training and development Clear career progression pathways Financial wellbeing programme Preferred rates on salary finance products About Levy Levy, part of Compass Group, delivers exceptional food, drink, and hospitality experiences at some of the UK's most iconic venues, including Wimbledon, Twickenham, and Tottenham Hotspur Stadium. Why Join Us? At Levy UK & Ireland, we value diversity, inclusion, and equal opportunity. We believe diverse teams drive creativity, innovation, and success, and we are committed to creating a supportive environment where everyone can thrive.
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.
May 21, 2026
Full time
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.
Exchange Street Executive Search
Nottingham, Nottinghamshire
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.
May 21, 2026
Full time
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.
Exchange Street Executive Search
Oxford, Oxfordshire
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.
May 21, 2026
Full time
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.
May 21, 2026
Full time
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.
May 21, 2026
Full time
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.
Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
May 21, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details