Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser click apply for full job details
Jun 10, 2026
Full time
Paraplanner Working Pattern : 3 Days Office / 2 Days Remote Full-Time Flexible Working My Key Recruitment is proud to be supporting a growing and forward-thinking financial services business in the search for an experienced Paraplanner to join their expanding team. This is a fantastic opportunity to join a modern and supportive organisation that provides high-quality outsourced paraplanning ser click apply for full job details
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£55,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Jun 09, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£55,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team made up of surveyors, engineers, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. The role sits within our established Business Support team which provides dedicated support to our Rural professional teams. The successful candidate will play an important role in the day-to-day coordination and administration of professional consultancy work, supporting fee earners in delivering an efficient and high-quality service to clients. Role Profile - Business Support Advisor: The role of Business Support Advisor will provide dedicated administrative and operational support to Rural Surveyors, particularly across valuation, agency and rural professional work. The successful candidate will be highly organised, proactive and detail-focused, supporting the preparation, coordination and compliance of rural consultancy services, acting as a key point of contact for clients. Responsibilities will include: General business support: Audio typing (desirable not essential) of reports, letters and professional documents Set up and maintain projects and records on internal systems Monitor project progress and support surveyors in meeting key deadlines Manage diaries, including prioritisation of work and deadlines for report completion Support invoicing, fee proposals and financial administration Produce reports to support team performance and workflow monitoring Valuations support: Review, format and proofread valuation reports prior to issue Undertake background research (property details) to support surveyors preparing valuation reports Rural professional work: Provide administrative support for grazing/lease agreements and other rural landlord & tenant professional matters Agency support: Prepare property particulars for rural agency instructions (sales, lettings, land) Use Reapit software to manage listings and client/property data Liaise with vendors & purchasers for viewings etc Compliance: Carry out Anti-Money Laundering (AML) and Sanctions checks in line with regulatory requirements Maintain accurate compliance records and documentation Technology & process: Use AI tools where appropriate to improve efficiency, formatting and document preparation Identify and suggest improvements to administrative processes Person Specification - Business Support Advisor We are looking for a conscientious individual with initiative. They will take a proactive and adaptable stance, suggesting solutions to problems, whilst acting swiftly on any request for help. Essential Skills & Experience: Previous administrative experience within a professional services environment (property, legal, surveying or similar preferred) Strong organisational skills with the ability to manage multiple deadlines whilst maintaining high attention to detail Confident communicator with a client-focused approach Experience preparing professional documents and reports Competent user of Microsoft Word, Excel and Outlook Ability to work independently and proactively with minimal supervision Willingness to learn new software and compliance procedures Adaptable and able to work in a fast-paced environment Collaborative team player with a positive attitude Hours: 37.5 hours per week, to be worked flexibly Monday-Friday (in line with our Agile Working Philosophy) Benefits - Business Support Advisor The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will fund your attendance at relevant CPD events and approved training We provide Private Healthcare scheme for all via AXA We have an Employee Assistance Programme, including a health plan and annual flu jab We offer an Agile Working Philosophy allowing for a mix of office and remote working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work scheme Closing Date: 6th July 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Jun 09, 2026
Full time
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team made up of surveyors, engineers, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. The role sits within our established Business Support team which provides dedicated support to our Rural professional teams. The successful candidate will play an important role in the day-to-day coordination and administration of professional consultancy work, supporting fee earners in delivering an efficient and high-quality service to clients. Role Profile - Business Support Advisor: The role of Business Support Advisor will provide dedicated administrative and operational support to Rural Surveyors, particularly across valuation, agency and rural professional work. The successful candidate will be highly organised, proactive and detail-focused, supporting the preparation, coordination and compliance of rural consultancy services, acting as a key point of contact for clients. Responsibilities will include: General business support: Audio typing (desirable not essential) of reports, letters and professional documents Set up and maintain projects and records on internal systems Monitor project progress and support surveyors in meeting key deadlines Manage diaries, including prioritisation of work and deadlines for report completion Support invoicing, fee proposals and financial administration Produce reports to support team performance and workflow monitoring Valuations support: Review, format and proofread valuation reports prior to issue Undertake background research (property details) to support surveyors preparing valuation reports Rural professional work: Provide administrative support for grazing/lease agreements and other rural landlord & tenant professional matters Agency support: Prepare property particulars for rural agency instructions (sales, lettings, land) Use Reapit software to manage listings and client/property data Liaise with vendors & purchasers for viewings etc Compliance: Carry out Anti-Money Laundering (AML) and Sanctions checks in line with regulatory requirements Maintain accurate compliance records and documentation Technology & process: Use AI tools where appropriate to improve efficiency, formatting and document preparation Identify and suggest improvements to administrative processes Person Specification - Business Support Advisor We are looking for a conscientious individual with initiative. They will take a proactive and adaptable stance, suggesting solutions to problems, whilst acting swiftly on any request for help. Essential Skills & Experience: Previous administrative experience within a professional services environment (property, legal, surveying or similar preferred) Strong organisational skills with the ability to manage multiple deadlines whilst maintaining high attention to detail Confident communicator with a client-focused approach Experience preparing professional documents and reports Competent user of Microsoft Word, Excel and Outlook Ability to work independently and proactively with minimal supervision Willingness to learn new software and compliance procedures Adaptable and able to work in a fast-paced environment Collaborative team player with a positive attitude Hours: 37.5 hours per week, to be worked flexibly Monday-Friday (in line with our Agile Working Philosophy) Benefits - Business Support Advisor The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will fund your attendance at relevant CPD events and approved training We provide Private Healthcare scheme for all via AXA We have an Employee Assistance Programme, including a health plan and annual flu jab We offer an Agile Working Philosophy allowing for a mix of office and remote working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work scheme Closing Date: 6th July 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
Jun 08, 2026
Full time
Paraplanner Hull Up to £40,000 DOE + Bonus Hybrid / Predominantly Remote Working NJR Recruitment are delighted to be working with a highly regarded Independent Financial Planning firm in Hull who are looking to recruit an experienced Paraplanner to join their growing technical team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to join a supportive business that can offer genuine long-term development and flexibility. The firm offers a highly flexible working arrangement, with candidates only required to attend the office a couple of times per month, making this an excellent opportunity for someone seeking a strong work-life balance alongside career progression. The Role Working closely with Financial Advisers, you will play a key role in supporting the advice process through research, technical analysis and report writing. Key responsibilities will include: Writing high-quality suitability reports across a full range of pensions, investments and estate planning Conducting research and analysis to support adviser recommendations Preparing client review documentation and recommendation packs Liaising with advisers, administrators and providers to progress cases Supporting advisers with technical queries and planning strategies Ensuring documentation meets compliance and FCA standards About You Previous experience within an IFA / Financial Planning environment Strong experience writing suitability reports is essential Good technical understanding of financial planning products and advice processes Level 4 Diploma not essential, though progression towards qualifications would be advantageous Strong attention to detail and written communication skills Organised, proactive and able to work independently What's on Offer Salary up to £40,000 DOE Bonus scheme Predominantly remote / hybrid working Flexible working hours Excellent long-term development opportunities Private Medical Insurance (PMI) Death in Service (DIS) benefit Supportive and collaborative team environment This is an excellent opportunity for an experienced technical administrator or paraplanner looking to join a modern and supportive firm where they can continue to develop their career within financial planning. For a confidential discussion, please contact NJR Recruitment quoting NJR16699
Cameron James Professional Recruitment
Fetcham, Surrey
Formed in the 1980 s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career. Looking for a MIN of 6 years paraplanning experience. Must be Qualified, minimum Certificate in Paraplanning, preferably Level 4 /DipFA/DipPFS Local to the office in Surrey Hybrid preferred, rather than wholly remote, but could entertain for the right candidate. £neg Salary, depending on experience. Position available to start before the end of 2025. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management Must be diploma qualified or working towards. Salary neg dependant on qualifications and experience. The role is hybrid either full or part-time. Please apply on-line or contact Cameron James for more information.
Jun 07, 2026
Full time
Formed in the 1980 s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career. Looking for a MIN of 6 years paraplanning experience. Must be Qualified, minimum Certificate in Paraplanning, preferably Level 4 /DipFA/DipPFS Local to the office in Surrey Hybrid preferred, rather than wholly remote, but could entertain for the right candidate. £neg Salary, depending on experience. Position available to start before the end of 2025. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management Must be diploma qualified or working towards. Salary neg dependant on qualifications and experience. The role is hybrid either full or part-time. Please apply on-line or contact Cameron James for more information.
Financial Adviser - Northwest A fantastic opportunity has arisen for a Financial Adviser to join a well-established, independent and directly authorised financial planning business with a strong regional presence across the Northwest. What is on offer for the Financial Adviser? £Competitive, attractive remuneration structure with 1x validation Realistic earnings of around £75,000 including bonus All clients provided and all appointments pre-booked Remote advice, so no need to travel up and down the country An employed position offering the stability of a secure income Financial Adviser Role Accountabilities This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career. Financial Adviser Requirements Level 4 Diploma Qualified via CII or LIBF. Experience within a financial advice role, or paraplanning with client contact. A warm and engaging character who easily builds rapport and trust with clients. A polished and articulate communication style, both verbal and written An ability to work in a fast paced and busy role motivated to give exceptional levels of service. For further details on the Financial Adviser role or to apply Please send your cv to . com
Jun 07, 2026
Full time
Financial Adviser - Northwest A fantastic opportunity has arisen for a Financial Adviser to join a well-established, independent and directly authorised financial planning business with a strong regional presence across the Northwest. What is on offer for the Financial Adviser? £Competitive, attractive remuneration structure with 1x validation Realistic earnings of around £75,000 including bonus All clients provided and all appointments pre-booked Remote advice, so no need to travel up and down the country An employed position offering the stability of a secure income Financial Adviser Role Accountabilities This is a full advice role where you will focus on delivering high-quality financial planning advice across retirement planning, pensions, investments, savings and protection to predominantly high earners. Most appointments will be remote via teams or on the telephone. All client meetings are first meetings, pre-booked into your diary by another department, meaning there is no need for any business development and absolutely no requirement for you to bring clients with you. This role would suit an experienced Financial Adviser who enjoys advising rather than prospecting and who values the support and consistency of working within a respected long established client-focused firm. This would also be an ideal next step for a bancassurance adviser, servicing adviser or indeed a client facing Paraplanner looking to transition into advice. If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career. Financial Adviser Requirements Level 4 Diploma Qualified via CII or LIBF. Experience within a financial advice role, or paraplanning with client contact. A warm and engaging character who easily builds rapport and trust with clients. A polished and articulate communication style, both verbal and written An ability to work in a fast paced and busy role motivated to give exceptional levels of service. For further details on the Financial Adviser role or to apply Please send your cv to . com
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.
Jun 07, 2026
Full time
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
Jun 06, 2026
Full time
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Jun 06, 2026
Full time
Financial Planner Location: Birmingham Salary: Up to £80,000 + Bonus & Benefits An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes. The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long-term client relationships and helping clients achieve their financial goals. To be considered for this role you will need to offer a minimum of 3 years in an Advising role, you will be responsible for managing client bank consisting of around 70 million AUM What's on Offer Salary up to £80,000 (Experience dependant) Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities The Role As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey. You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business. Key Responsibilities Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection Build and maintain strong client relationships through a personalised approach Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances Work closely with paraplanning and administration teams to deliver excellent service and timely advice Retain and develop an existing client bank while identifying opportunities to increase assets under management Support continuous improvement initiatives across the wider business Maintain CPD requirements and annual SPS accreditation Ensure all advice meets FCA and regulatory standards About You Fully qualified Financial Adviser with Level 4 Diploma essential Strong technical knowledge across wealth management and financial planning Experience advising clients both face-to-face and remotely High net worth client experience advantageous but not essential Excellent communication and relationship management skills Strong attention to detail and organisational skills Experience using financial planning software Collaborative team player with a proactive and client-focused approach Driven, ambitious and motivated to succeed What's on Offer Salary up to £80,000 Bonus and benefits package Strong paraplanning and administration support Opportunity to join a growing and forward-thinking business Collaborative and supportive working environment Long-term career development opportunities Apply today via NJR Recruitment or call quoting the reference NJR16727 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Lead Power Platform Consultant UK Remote 70k- 80k + Car Allowance + 9-Day Fortnight + Amazing Benefits An award-winning Microsoft Solutions Partner is hiring a Lead PPM & Power Platform Consultant to join their growing UK practice. This is a fantastic opportunity for someone who enjoys being both technically hands-on and strategically involved within a consultancy environment - leading enterprise client engagements, shaping delivery standards and helping evolve the organisation's PPM offering. What's on offer? 70,000- 80,000 base salary 5k Car allowance 9-day fortnight (every other Friday off) Private medical with Vitality Medicash plan + life assurance 25-28 days holiday + birthday off EV scheme, gym discounts & Costco membership Annual training budget & structured career progression Award-winning culture with genuine work/life balance Remote-first environment with enterprise-level project work The Role The successful candidate will take a lead role across Microsoft PPM and Power Platform consulting engagements, working with enterprise customers across sectors including financial services, technology, retail, government and utilities. This role is split across three key areas: Technical leadership and client delivery Practice development and standards Supporting the growth and evolution of the PPM proposition You'll be responsible for leading projects from discovery and requirements gathering through to solution design, implementation, user adoption and ongoing optimisation. Key responsibilities include: Leading Microsoft PPM and Power Platform implementations for enterprise customers Running client workshops to gather, define and challenge business requirements Designing scalable solutions aligned to customer goals and operational processes Configuring and implementing solutions across Project Online, Planner Premium and the wider Power Platform stack Providing technical leadership across engagements and supporting consultants with problem resolution Supporting customer stakeholder management throughout the project lifecycle Working closely with Project Managers to define implementation plans and delivery milestones Supporting User Acceptance Testing (UAT), training and solution adoption activities Advising customers on governance, best practice and roadmap planning Supporting presales activities including estimations, statements of work and solution proposals Contributing to proposition development aligned to the Microsoft roadmap Mentoring and developing junior consultants within the practice Supporting internal standards, delivery frameworks and continuous improvement initiatives Contributing to thought leadership activities including blogs, webinars and knowledge sharing Required experience: Strong consulting background delivering Microsoft PPM or adjacent solution Experience across technologies such as: Project Online Planner Premium Power Apps Power Automate Power BI Dataverse Azure DevOps / Project Operations beneficial Experience leading enterprise client engagements Strong stakeholder management and customer-facing communication skills Ability to translate business requirements into scalable technical solutions Experience mentoring consultants or leading delivery teams Comfortable operating in both technical and client-facing environments Desirable experience: Copilot Studio / AI Builder Power Platform governance and security Microsoft certifications (PL-400 / PL-600 etc.) Experience contributing to presales or proposition development UK remote role with travel to customer sites when required. Ready to Apply? Then why are you still reading? Apply Now!
Jun 06, 2026
Full time
Lead Power Platform Consultant UK Remote 70k- 80k + Car Allowance + 9-Day Fortnight + Amazing Benefits An award-winning Microsoft Solutions Partner is hiring a Lead PPM & Power Platform Consultant to join their growing UK practice. This is a fantastic opportunity for someone who enjoys being both technically hands-on and strategically involved within a consultancy environment - leading enterprise client engagements, shaping delivery standards and helping evolve the organisation's PPM offering. What's on offer? 70,000- 80,000 base salary 5k Car allowance 9-day fortnight (every other Friday off) Private medical with Vitality Medicash plan + life assurance 25-28 days holiday + birthday off EV scheme, gym discounts & Costco membership Annual training budget & structured career progression Award-winning culture with genuine work/life balance Remote-first environment with enterprise-level project work The Role The successful candidate will take a lead role across Microsoft PPM and Power Platform consulting engagements, working with enterprise customers across sectors including financial services, technology, retail, government and utilities. This role is split across three key areas: Technical leadership and client delivery Practice development and standards Supporting the growth and evolution of the PPM proposition You'll be responsible for leading projects from discovery and requirements gathering through to solution design, implementation, user adoption and ongoing optimisation. Key responsibilities include: Leading Microsoft PPM and Power Platform implementations for enterprise customers Running client workshops to gather, define and challenge business requirements Designing scalable solutions aligned to customer goals and operational processes Configuring and implementing solutions across Project Online, Planner Premium and the wider Power Platform stack Providing technical leadership across engagements and supporting consultants with problem resolution Supporting customer stakeholder management throughout the project lifecycle Working closely with Project Managers to define implementation plans and delivery milestones Supporting User Acceptance Testing (UAT), training and solution adoption activities Advising customers on governance, best practice and roadmap planning Supporting presales activities including estimations, statements of work and solution proposals Contributing to proposition development aligned to the Microsoft roadmap Mentoring and developing junior consultants within the practice Supporting internal standards, delivery frameworks and continuous improvement initiatives Contributing to thought leadership activities including blogs, webinars and knowledge sharing Required experience: Strong consulting background delivering Microsoft PPM or adjacent solution Experience across technologies such as: Project Online Planner Premium Power Apps Power Automate Power BI Dataverse Azure DevOps / Project Operations beneficial Experience leading enterprise client engagements Strong stakeholder management and customer-facing communication skills Ability to translate business requirements into scalable technical solutions Experience mentoring consultants or leading delivery teams Comfortable operating in both technical and client-facing environments Desirable experience: Copilot Studio / AI Builder Power Platform governance and security Microsoft certifications (PL-400 / PL-600 etc.) Experience contributing to presales or proposition development UK remote role with travel to customer sites when required. Ready to Apply? Then why are you still reading? Apply Now!
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Jun 05, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Leading a team of 5 (this team will grow) Requirements (Essential) You will have experience within a paraplanning role whilst being a seasoned people manager Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield is required for team meetings, training, and collaboration. Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
Jun 05, 2026
Full time
About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner Team Leader to lead a team of 5 whilst supporting advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, leading a team, uploading requests into work flows and allocating work according to complexity to the team, whilst supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Leading a team of 5 (this team will grow) Requirements (Essential) You will have experience within a paraplanning role whilst being a seasoned people manager Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield is required for team meetings, training, and collaboration. Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
Jun 05, 2026
Full time
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist 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 (url removed)
Remote Paraplanner £45,000 to £50,000 Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
Jun 05, 2026
Full time
Remote Paraplanner £45,000 to £50,000 Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Jun 04, 2026
Full time
Interim Paraplanner Duration: Initial 6 months Location: Birmingham / Remote I am looking for a Senior Paraplanner to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support their Estate planning and Pension switching case loads.To be considered candidates must have; Level 4 Diploma in Regulated Financial Planning (or equivalent) Proficiency in financial software Interest in assisting with upskilling other team members Strong analytical thinking, attention to detail, and excellent written communication skills The ideal candidate will have strong exposure to managing end to end Estate planning (including IHT implications) and Pension switching cases. This is a 6 month day rate contract role which can be fully remote with competitive rates on offer Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason , please let us know when you apply or talk to the recruiters directly so we can support you.
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a hybrid paraplanning role, where you will be in the office one day a week. You will be supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 26, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a hybrid paraplanning role, where you will be in the office one day a week. You will be supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Location: Newcastle upon Tyne (Hybrid - 3 days office-based minimum) Job Type: Full-time, Permanent Sector: Financial Services We are working in partnership with a well-established and forward-thinking financial services firm to recruit a Planning Support Manager. This is a pivotal leadership role within the business, responsible for overseeing the operational delivery of client support and paraplanning services. The successful candidate will ensure the smooth running of support functions, enabling financial planners to focus on client engagement and advice delivery. This role offers a unique opportunity to shape service excellence, drive operational improvements, and lead a high-performing team within a collaborative and client-centric environment. Key Responsibilities: Lead and manage the Planning Support and Paraplanning teams, ensuring consistent, high-quality service delivery. Collaborate with senior leadership to align operational processes across teams and implement best practices. Monitor team performance using management information (MI) and drive continuous improvement. Own recruitment, onboarding, and performance management for support staff. Act as the first point of contact for team escalations and operational challenges. Ensure all processes comply with regulatory standards and internal policies. Support structured onboarding and ongoing development of team members in collaboration with internal training teams. Maintain accountability for workflow management, resource allocation, and service delivery. Champion a culture of excellence, collaboration, and client focus. Person Specification: Proven experience in financial services, ideally within paraplanning, client services, or operational support. Strong leadership and team management skills, with a track record of driving performance and service standards. Excellent communication and stakeholder management abilities. Strategic thinker with strong organisational skills and attention to detail. Comfortable working in a fast-paced environment, managing multiple priorities. Familiarity with FCA regulations and compliance within financial advice firms. Experience using MI to support performance monitoring and bonus schemes is desirable. Qualifications: Industry qualifications (e.g., CII/PFS) are advantageous but not essential. A strong understanding of the financial advice process and the roles of paraplanning and client support is essential. Working Arrangements: Hybrid working model: minimum of 3 days per week in the office, with flexibility to work remotely for the remainder. Office located in the North East, supporting client-facing teams. Benefits: 25 days holiday, plus bank holidays and your birthday off. 3% employer pension contribution (with a minimum 5% employee contribution via salary sacrifice). Life Assurance cover starting the month after you join. Access to a flexible benefits platform with a range of discount schemes.
Oct 07, 2025
Full time
Location: Newcastle upon Tyne (Hybrid - 3 days office-based minimum) Job Type: Full-time, Permanent Sector: Financial Services We are working in partnership with a well-established and forward-thinking financial services firm to recruit a Planning Support Manager. This is a pivotal leadership role within the business, responsible for overseeing the operational delivery of client support and paraplanning services. The successful candidate will ensure the smooth running of support functions, enabling financial planners to focus on client engagement and advice delivery. This role offers a unique opportunity to shape service excellence, drive operational improvements, and lead a high-performing team within a collaborative and client-centric environment. Key Responsibilities: Lead and manage the Planning Support and Paraplanning teams, ensuring consistent, high-quality service delivery. Collaborate with senior leadership to align operational processes across teams and implement best practices. Monitor team performance using management information (MI) and drive continuous improvement. Own recruitment, onboarding, and performance management for support staff. Act as the first point of contact for team escalations and operational challenges. Ensure all processes comply with regulatory standards and internal policies. Support structured onboarding and ongoing development of team members in collaboration with internal training teams. Maintain accountability for workflow management, resource allocation, and service delivery. Champion a culture of excellence, collaboration, and client focus. Person Specification: Proven experience in financial services, ideally within paraplanning, client services, or operational support. Strong leadership and team management skills, with a track record of driving performance and service standards. Excellent communication and stakeholder management abilities. Strategic thinker with strong organisational skills and attention to detail. Comfortable working in a fast-paced environment, managing multiple priorities. Familiarity with FCA regulations and compliance within financial advice firms. Experience using MI to support performance monitoring and bonus schemes is desirable. Qualifications: Industry qualifications (e.g., CII/PFS) are advantageous but not essential. A strong understanding of the financial advice process and the roles of paraplanning and client support is essential. Working Arrangements: Hybrid working model: minimum of 3 days per week in the office, with flexibility to work remotely for the remainder. Office located in the North East, supporting client-facing teams. Benefits: 25 days holiday, plus bank holidays and your birthday off. 3% employer pension contribution (with a minimum 5% employee contribution via salary sacrifice). Life Assurance cover starting the month after you join. Access to a flexible benefits platform with a range of discount schemes.
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 06, 2025
Full time
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
We're looking for a Quantity Surveyor to join our Natural Resources, Nuclear & Networks team based in Huntingdon Location : Huntingdon- remote working available, with occasional travel to the office required Hours : 45 hours per week - some flexibility on hours available if desired, just let us know when you speak to us We are unable to offer certificates of sponsorship to any candidates in this role. In this role, you will be working on the Anglian Water Alliance part of the IMRDS team (integrated maintenance, repair and developer services). The team maintain the water supply systems, repairs emergencies like water bursts and develops new ways to better service customers. What will you be responsible for? As a Quantity Surveyor, you'll be working within the commercial team, supporting them in all aspects of the contractual and financial side of construction projects. Your day to day will include: Assist with the control of costs, maximising value, minimising future liabilities and maintaining the required standard of quality and safety Accurate monthly forecasting and CVR reporting Procurement of subcontractors in line with our commercial standards, ensuring best value for Kier and our client Working with the project teams liaising with the commercial lead, project engineers, procurement coordinators, planners, site team leaders & managers What are we looking for? This role of Quantity Surveyor is great for you if you hold: Quantity Surveying Degree or equivalent Experience working on NEC contracts Full driving licence We're all about finding potential here at Kier, and transferrable skills are always welcome! So, even if you don't tick every box, please apply and we can have a chat. If you would like to explore more about the incredible growth and scale of our water business, dive into our diverse project portfolios, and uncover both current and future career opportunities. You can see more information about our water business here. There's never been a better time to get involved, register your interest today and take the first step toward a rewarding career with us! Rewards and benefits We're proud to be able to offer our brilliant people a wide variety of benefits that you can tailor to your needs. You can see more information of benefits here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Kier's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . As a Disability Confident employer, we will ensure that a fair and proportionate number of disabled applicants that meet the minimum criteria for this role will be offered an interview. We look forward to seeing your application to
Oct 05, 2025
Full time
We're looking for a Quantity Surveyor to join our Natural Resources, Nuclear & Networks team based in Huntingdon Location : Huntingdon- remote working available, with occasional travel to the office required Hours : 45 hours per week - some flexibility on hours available if desired, just let us know when you speak to us We are unable to offer certificates of sponsorship to any candidates in this role. In this role, you will be working on the Anglian Water Alliance part of the IMRDS team (integrated maintenance, repair and developer services). The team maintain the water supply systems, repairs emergencies like water bursts and develops new ways to better service customers. What will you be responsible for? As a Quantity Surveyor, you'll be working within the commercial team, supporting them in all aspects of the contractual and financial side of construction projects. Your day to day will include: Assist with the control of costs, maximising value, minimising future liabilities and maintaining the required standard of quality and safety Accurate monthly forecasting and CVR reporting Procurement of subcontractors in line with our commercial standards, ensuring best value for Kier and our client Working with the project teams liaising with the commercial lead, project engineers, procurement coordinators, planners, site team leaders & managers What are we looking for? This role of Quantity Surveyor is great for you if you hold: Quantity Surveying Degree or equivalent Experience working on NEC contracts Full driving licence We're all about finding potential here at Kier, and transferrable skills are always welcome! So, even if you don't tick every box, please apply and we can have a chat. If you would like to explore more about the incredible growth and scale of our water business, dive into our diverse project portfolios, and uncover both current and future career opportunities. You can see more information about our water business here. There's never been a better time to get involved, register your interest today and take the first step toward a rewarding career with us! Rewards and benefits We're proud to be able to offer our brilliant people a wide variety of benefits that you can tailor to your needs. You can see more information of benefits here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Kier's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . As a Disability Confident employer, we will ensure that a fair and proportionate number of disabled applicants that meet the minimum criteria for this role will be offered an interview. We look forward to seeing your application to
