Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up
Jun 19, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
Jun 18, 2026
Full time
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 18, 2026
Full time
Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Job Title: Senior Associate Town Planner Location: London Penguin Recruitment is delighted to be supporting a leading employee-owned multidisciplinary consultancy in the recruitment of an experienced Senior Associate Town Planner to join their growing Town Planning team. This is an outstanding opportunity for a Chartered Town Planner looking to take the next step in their career within a progressive organisation that places a strong emphasis on people, collaboration, sustainability, and professional development. The successful candidate will join a highly regarded planning team, working alongside Architects, Urban Designers and Landscape Architects on a diverse portfolio of major development projects across the UK. You will play a key role in leading complex planning applications, providing strategic planning advice, mentoring team members, and contributing to the future growth of the business. The Role As a Senior Associate Town Planner, you will be a key member of the Planning Leadership Team, helping to shape the strategic direction of the department while delivering high-quality planning solutions for a broad range of public and private sector clients. Key responsibilities include: Leading and managing complex planning application projects and major development proposals. Providing strategic planning advice to clients and internal project teams. Acting as a trusted advisor and maintaining strong client relationships. Supporting business development activities, including bid preparation and winning new work. Contributing to wider growth strategies across key sectors and client groups. Mentoring, developing and supporting junior team members. Assisting with team management, recruitment and staff development initiatives. Supporting the financial performance and strategic objectives of the planning team. Collaborating within multidisciplinary project teams to deliver successful development outcomes. Requirements Chartered Member of the Royal Town Planning Institute (MRTPI). Minimum of five years' post-qualification planning experience. Strong background in development management and/or strategic planning. Experience managing complex planning applications and development projects. Proven ability to manage and develop people or teams. Commercial awareness with experience managing project financial performance. Strong client-facing and relationship management skills. A collaborative approach with a passion for delivering high-quality planning outcomes. Ideally, candidates will have experience across one or more of the following sectors: Education Healthcare Institutional Development Mixed-Use Urban Regeneration Technology & Innovation Benefits Employee Ownership Trust with the opportunity to share in the success of the business. Flexible and hybrid working arrangements. Clear career progression and genuine career autonomy. Comprehensive benefits package including private healthcare. Supportive and collaborative working environment. Opportunity to work on high-profile and nationally significant projects. Strong commitment to diversity, inclusion and employee wellbeing. Interested? For further information on this opportunity, or to discuss your career options in confidence, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Jun 18, 2026
Full time
Job Title: Senior Associate Town Planner Location: London Penguin Recruitment is delighted to be supporting a leading employee-owned multidisciplinary consultancy in the recruitment of an experienced Senior Associate Town Planner to join their growing Town Planning team. This is an outstanding opportunity for a Chartered Town Planner looking to take the next step in their career within a progressive organisation that places a strong emphasis on people, collaboration, sustainability, and professional development. The successful candidate will join a highly regarded planning team, working alongside Architects, Urban Designers and Landscape Architects on a diverse portfolio of major development projects across the UK. You will play a key role in leading complex planning applications, providing strategic planning advice, mentoring team members, and contributing to the future growth of the business. The Role As a Senior Associate Town Planner, you will be a key member of the Planning Leadership Team, helping to shape the strategic direction of the department while delivering high-quality planning solutions for a broad range of public and private sector clients. Key responsibilities include: Leading and managing complex planning application projects and major development proposals. Providing strategic planning advice to clients and internal project teams. Acting as a trusted advisor and maintaining strong client relationships. Supporting business development activities, including bid preparation and winning new work. Contributing to wider growth strategies across key sectors and client groups. Mentoring, developing and supporting junior team members. Assisting with team management, recruitment and staff development initiatives. Supporting the financial performance and strategic objectives of the planning team. Collaborating within multidisciplinary project teams to deliver successful development outcomes. Requirements Chartered Member of the Royal Town Planning Institute (MRTPI). Minimum of five years' post-qualification planning experience. Strong background in development management and/or strategic planning. Experience managing complex planning applications and development projects. Proven ability to manage and develop people or teams. Commercial awareness with experience managing project financial performance. Strong client-facing and relationship management skills. A collaborative approach with a passion for delivering high-quality planning outcomes. Ideally, candidates will have experience across one or more of the following sectors: Education Healthcare Institutional Development Mixed-Use Urban Regeneration Technology & Innovation Benefits Employee Ownership Trust with the opportunity to share in the success of the business. Flexible and hybrid working arrangements. Clear career progression and genuine career autonomy. Comprehensive benefits package including private healthcare. Supportive and collaborative working environment. Opportunity to work on high-profile and nationally significant projects. Strong commitment to diversity, inclusion and employee wellbeing. Interested? For further information on this opportunity, or to discuss your career options in confidence, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn click apply for full job details
Jun 18, 2026
Full time
Assistant Financial Planner Leicestershire (our ref AL1411) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn click apply for full job details
Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years' Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years' experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O'Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Jun 18, 2026
Full time
Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years' Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years' experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O'Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join. Due to continued growth, a new opportunity has been created for a talented Chartered Paraplanner to join their High Wycombe regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Chartered qualified Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Jun 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join. Due to continued growth, a new opportunity has been created for a talented Chartered Paraplanner to join their High Wycombe regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Chartered qualified Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 18, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Jun 18, 2026
Full time
Technical Paraplanner (Holistic Planning) A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy. Salary: £50,000 - £65,000 (depending on experience and qualifications) Location: Hybrid - Cheltenham (primary), typically 2 days from the office, 3 days at home This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients. This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description. The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical "after part" of client advice, from meeting notes and fact-finding through to complex report writing and implementation. The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow. Key Responsibilities Scope Advice from initial meeting notes through to final suitability reports Work collaboratively with advisers to agree advice strategies and planning solutions Produce high-quality, technically robust suitability reports Act as a key point of contact for clients on complex planning cases Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution Liaise closely with administrators to ensure smooth case progression and client servicing Support complex planning work for senior leadership portfolios Assist with training and mentoring of junior paraplanners where appropriate Ensure all work meets regulatory and compliance standards, including file checking processes Skills & Experience Required Proven experience in a technical or holistic paraplanning role Strong technical knowledge across complex financial planning areas Ability to manage cases independently from start to finish Comfortable supporting advisers who delegate detailed technical work Proactive mindset with the ability to identify improvements and efficiencies Diploma in Financial Planning (minimum requirement) Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 18, 2026
Full time
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Jun 18, 2026
Full time
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Jun 18, 2026
Full time
This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Jun 18, 2026
Full time
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 17, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary £35k - £45k plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £600m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Technical Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Team management: Overseeing and assisting junior members of the IFA Administration team, helping to guide, lead and develop Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. Ideally Dip Level 4 or working towards Chartered Experience of working with HNW and UHNW clients The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled Paraplanner looking to advance their career in a well- regarded and supportive financial planning firm
Jun 17, 2026
Full time
Paraplanner HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Technical Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Team management: Overseeing and assisting junior members of the IFA Administration team, helping to guide, lead and develop Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. Ideally Dip Level 4 or working towards Chartered Experience of working with HNW and UHNW clients The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled Paraplanner looking to advance their career in a well- regarded and supportive financial planning firm
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Jun 17, 2026
Full time
Independent Financial Adviser Leeds Up to £55,000 + Bonus + Full Client Bank Provided NJR Recruitment is proud to be working on behalf of an award-winning Chartered Independent Financial Planning firm based in Leeds, who are looking to recruit an employed Financial Adviser to join their highly respected team. This is an exceptional opportunity for a professional adviser who already holds the Level 4 Diploma in Regulated Financial Planning and has at least 18 months' experience within an advisory or associate role, to take the next step in their career with a firm renowned for quality advice and client service. The Role: Working alongside a team of Chartered Advisers, Paraplanners, and Administrators, you will: Provide holistic, independent financial advice to a loyal client base Deliver recommendations across pensions, investments, protection, and tax-efficient planning Manage an existing client bank - with full administrative and paraplanning support Conduct client meetings and reviews in line with FCA regulations Ensure all work is carried out with precision, compliance, and the highest level of professionalism About You: We're looking for an adviser who can demonstrate: Minimum 18 months' experience as a Financial Adviser, Associate, or Trainee Adviser Ideally achieved CAS already Level 4 Diploma in Regulated Financial Planning (CII or equivalent) - essential Strong technical knowledge across a full range of IFA products Excellent attention to detail and a meticulous approach to research and suitability report preparation A genuine client-first mindset, with the ability to build lasting relationships Ambition to progress towards Chartered status - full support provided What's on Offer: Salary up to £55,000, depending on experience Client bank available Bonus structure and clear career progression opportunities Hybrid working options (after probation) Full study support towards Chartered status Opportunity to join an award-winning Chartered firm with an outstanding professional reputation This is an excellent opportunity for a motivated and detail-focused financial professional to join a progressive firm that values quality over quantity and rewards integrity, care, and precision. To find out more or to apply, please contact NJR Recruitment quoting NJR16763 in confidence.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Jun 17, 2026
Full time
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be working in a pooled team of other administrators (both junior and senior) alongside an experienced paraplanning team. Knowledge of Intelligent Office will be highly advantageous alongside platforms such as Novia, Fidelity, Transact, Aviva etc. If this role sounds of interest or any other roles I am working on please get in touch.
Taylor James Professional Recruitment
Leeds, Yorkshire
Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis. This is an excellent opportunity offering a ready-made client bank , allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio. Working closely with senior advisers, your key responsibilities will include: The Role Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations Manage and develop an existing client portfolio Utilise provided leads to expand your client base and build strong, lasting relationships Benefit from full administrative and paraplanning support The Candidate Minimum Level 4 Diploma qualified (Chartered status desirable) Strong knowledge of financial planning products, particularly pensions and investments A client-focused approach with excellent communication and relationship-building skills Salary & Benefits A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.
Jun 17, 2026
Full time
Our client, an award-winning firm of financial planners based in Leeds, is seeking to appoint an experienced Financial Advisor to join their established team on a permanent basis. This is an excellent opportunity offering a ready-made client bank , allowing you to immediately manage existing relationships while also providing significant scope to grow and develop your own portfolio. Working closely with senior advisers, your key responsibilities will include: The Role Deliver high-quality, bespoke financial advice supported by well-researched, profitable recommendations Manage and develop an existing client portfolio Utilise provided leads to expand your client base and build strong, lasting relationships Benefit from full administrative and paraplanning support The Candidate Minimum Level 4 Diploma qualified (Chartered status desirable) Strong knowledge of financial planning products, particularly pensions and investments A client-focused approach with excellent communication and relationship-building skills Salary & Benefits A competitive basic salary of up to £65,000 (negotiable) is on offer. The overall remuneration package will be tailored to reflect the experience and calibre of the successful candidate, alongside a comprehensive and attractive benefits package.
Job Title: ParaplannerLocation: Northampton, UKSalary: £40,000 - £50,000 Benefits: Pension contributions matched at 10% PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services. Roles and Responsibilities: As a Paraplanner, you will: Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points. Ensure accurate reflection of client data in the Fact Find document and on our back-office systems. Prepare client financial plans and suitability reports under the guidance of Financial Planner(s). Document and evidence research and analysis of financial products to meet client needs. Complete research for product recommendations, obtaining compliance sign-off if required. What next? If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Jun 17, 2026
Full time
Job Title: ParaplannerLocation: Northampton, UKSalary: £40,000 - £50,000 Benefits: Pension contributions matched at 10% PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services. Roles and Responsibilities: As a Paraplanner, you will: Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points. Ensure accurate reflection of client data in the Fact Find document and on our back-office systems. Prepare client financial plans and suitability reports under the guidance of Financial Planner(s). Document and evidence research and analysis of financial products to meet client needs. Complete research for product recommendations, obtaining compliance sign-off if required. What next? If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Ernest Gordon Recruitment Limited
Manchester, Lancashire
IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Jun 17, 2026
Full time
IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
