29 jobs found

We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business that is investing heavily in growth. The role will initially focus on providing high-quality paraplanning support to a team of advisers, with potential opportunities to become involved in mentoring and team development as the business continues to expand.The position is predominantly remote, with office attendance required once every two weeks in the Birmingham area. The Role Produce high-quality suitability reports and recommendations Undertake technical research across pensions, investments and protection Support advisers with complex financial planning cases Ensure recommendations meet regulatory and compliance requirements Build strong relationships with advisers and key stakeholders Provide technical support and guidance to colleagues where appropriate About You Previous paraplanning experience within a financial planning environment Strong technical knowledge across pensions, investments and retirement planning Diploma qualified, or working towards Chartered status Excellent report-writing and analytical skills Confident communicating with advisers and stakeholders Able to attend the Birmingham office once every two weeks Benefits Salary of £47,000 - £52,000 Predominantly remote working Private Medical Insurance Life Assurance Pension Scheme Additional holiday purchase scheme Healthcare and wellbeing support Employee discounts and lifestyle benefits Ongoing professional development and career progression This is an excellent opportunity for a Senior Paraplanner looking to join a growing business where technical expertise is valued and long-term progression opportunities are available.To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge

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)

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

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.

Conference & Events Sales Consultant (Fully Office-Based) - Birmingham Lime Venue Portfolio Birmingham Parklands Office Salary: £28,957 per annum plus benefits About the Role Lime Venue Portfolio is looking for a Conference & Events Sales Consultant to join our Birmingham-based team in a fully office-based position . This role is based full-time from our Birmingham office, so candidates must be able to commute to and work on-site in Birmingham five days a week. As a Conference & Events Sales Consultant, you will be responsible for converting enquiries into successful bookings while delivering an exceptional customer experience from initial enquiry through to post-event follow-up. You'll work closely with corporate clients, training organisers, and event planners, providing expert guidance and tailored event solutions across our venue portfolio. Key ResponsibilitiesDrive Revenue Growth Support the continued success of our Venues Collection by managing Conference & Event enquiries efficiently and professionally, maximising conversion opportunities and revenue generation. Deliver Outstanding Customer Service Provide a first-class client experience across phone, email, and online channels, consistently meeting and exceeding service standards and KPIs. Build Strong Relationships Develop trusted relationships with clients, venue teams, and internal stakeholders through confident, knowledgeable, and proactive communication. Support Commercial Performance Use business performance tools including forecasts, budgets, and pace reports to strengthen commercial awareness and contribute to wider business objectives. Maintain Accurate Systems & Reporting Ensure all booking and client information is accurately maintained within Delphi and LVP SmartSheet systems, while identifying opportunities to improve online listings and competitor positioning. Become a Venue Expert Build strong knowledge of the Lime Venue Portfolio collection, support site visits where required, and share venue insights with the wider central team. About You We are looking for someone who is passionate about hospitality, sales, and events, and who enjoys working in a fast-paced office environment. You will ideally have: At least 1 year's experience within a Conference & Events role A minimum of 3 years' hospitality industry experience at venue level GCSEs including Maths and English (A-Levels or degree desirable) Strong written and verbal communication skills Excellent organisational and administrative abilities Confidence using Microsoft Office including Excel, Word, Outlook, and PowerPoint Experience using booking systems such as Delphi or Gratis Strong venue and hospitality knowledge A proactive, solutions-focused mindset with the ability to remain calm under pressure A positive, team-oriented attitude and strong customer service approach Important Location & Working Requirement This is a full-time, fully office-based role located in Birmingham . Remote or hybrid working is not available for this position. BenefitsHealthcare & Wellbeing Medicash health benefits including dental, optical, and mental health support Coverage for you and up to 4 children Free annual health check with Aviva Digicare Discounts with Nuffield Health and Pure Gym Employee Assistance Programme Discounts & Perks Up to 55% off cinema tickets Shopping discounts up to 15% Discounts on Vodafone plans Travel discounts with providers including TUI and Expedia Workplace Benefits Meals on duty Pension scheme Life assurance Paid professional subscriptions Leave & Family Support 23 days annual leave plus bank holidays Your birthday off Additional leave after maternity return Day off for your baby's first birthday Holiday purchase scheme Career Development & Financial Support Ongoing training and development Clear career progression pathways Financial wellbeing programme Preferred rates on salary finance products About Levy Levy, part of Compass Group, delivers exceptional food, drink, and hospitality experiences at some of the UK's most iconic venues, including Wimbledon, Twickenham, and Tottenham Hotspur Stadium. Levy is committed to sustainability, inclusion, and delivering outstanding experiences while working towards Net Zero by 2027. Why Join Us? At Levy UK & Ireland, we value diversity, inclusion, and equal opportunity. We believe diverse teams drive creativity, innovation, and success, and we are committed to creating a supportive environment where everyone can thrive.

Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up

Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol

Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm. The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparation and maintenance of client files, conducting technical research, preparing recommendations and Financial Plans (including cash flow forecasts), and supporting with the ongoing review of client affairs and the delivery of an exceptional client service. This is a fantastic opportunity for a career Paraplanner to work remotely and still be closely involved in the client experience. The Person: The successful candidate will be a career Paraplanner with a minimum of 2 years' Paraplanning experience and Diploma qualified as a minimum (Dip PFS or equivalent) with a good technical knowledge of pensions, investments, protection, tax wrappers etc. and experience of cashflow modelling. You will be a strong relationship builder who enjoys client interaction and is motivated by delivering a service of the highest standard. You will be proactive, highly organised and detail orientated and excited by the contribution you can make to a progressive and expanding business. Salary and Benefits: We want the person we recruit to love this job and everything about it, so the benefits offered will be tailored to your requirements and will include £45,000-£70,00 basic salary (dependant on qualifications and experience) + 100% remote working + a benefits package, tailored around what matters to you most (including potentially flexible/reduced working hours, a generous holiday and pension entitlement, continued professional development etc.). The Company: Pyrford Financial Planning, are a small, ambitious and progressive Accredited Independent Financial Planning firm. They are Retirement Planning Specialists, who work with HNW clients who are in or approaching retirement, helping them to prepare for this key life transition. The firm was established 3 years ago by the two Co-Founders, who between them have decades of financial services experience and who are both Chartered and Certified Financial Planners and are leading the way in lifestyle financial planning. They are looking for an exceptional career Paraplanner, who is keen to make a valued contribution to their growth and success, while being recognised and rewarded accordingly. Paraplanner , responsibilities include: Review client fact-finds, risk profiles, objectives, and existing arrangements. Undertake cashflow modelling and scenario analysis. Prepare technical research and comparisons for advisers. Draft suitability reports, recommendation letters, and supporting documentation. Ensure all documentation is FCA-compliant and audit-ready. Assist with product and platform due diligence and Investment Solutions. Respond to file checks and action remedial points. Maintain accurate records and audit trails. Liaise with advisers, clients, and providers to clarify information and gather documents. Support ongoing client reviews and fund switch recommendations. Address technical queries and provide support to the wider team as required. Paraplanner, Skills and Experience: A minimum of 2 years' experience in a paraplanning or technical support role within an IFA/wealth management environment. Level 4 Diploma (or higher) in Regulated Financial Planning (Dip PFS or equivalent). A good technical knowledge of pensions, investments, protection, tax wrappers etc. An aptitude for technology, with experience of cashflow modelling (Voyant and Timeline or similar) Compliance-focused with excellent attention to detail. Excellent written and verbal communication skills. High level of numeracy and analytical ability. Self-motivated and proactive, with strong organisational skills and the ability to manage multiple cases. A strong relationship builder and collaborative team player with excellent stakeholder management skills. Keen to learn and to contribute to a progressive and expanding business. Dawn O'Shea is the Recruitment Partner, recruiting the Paraplanner directly on behalf of Pyrford Financial Planning so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Job Title: T&C Manager Industry: Financial Planning Location: Remote Salary: £60,000 Job Reference: 10409 Job Description: Are you a remote T&C Manager working in the Financial Planning industry and looking for a new challenge? We have an exciting opportunity for a T&C Manager to join a financial planning firm, who specialise in offering expert advice to clients across the UK. You will be supporting trainee IFA's to reach CAS and will play a pivotal role in their adviser journey throughout their career. You won't be doing it along as there is already an established team of T&C Manager and supervisors, who you will work closely alongside. Duties: Ensure the Financial Planners under your umbrella are supervised under the T&C scheme Deliver new entrant training and further training where required Work closely with the T&C team Assessment using KPI's to identify developmental areas, agree CPD, deliver training etc Benefits: Competitive salary of up to £60,000 Discretionary bonus Remote role, with occasional travel 25 days annual leave, +/- 5 days Christmas closure 8% pension scheme Private medical insurance Flexi benefits scheme Continued professional development Annual salary reviews Exam funding and support Skills and experience required: Experience working in a T&C role within financial planning Level 4 Diploma minimum, ideally also got AF6 and/or J07 Solid understanding of FCA regulations and UK market Experience providing effective coaching and training

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to £50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.

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

Financial Adviser (IFA) - Birmingham/Remote - Up to £70,000 About the Role: We are seeking an experienced Senior Financial Adviser with a strong track record in client retention and new business. You will work with a high-growth firm with significant acquisitions in the Midlands, managing a range of client portfolios, including complex cases, with full paraplanning support. Responsibilities: Advise and retain clients across a range of portfolios. Generate new business to meet or exceed annual targets. Build long-term client relationships based on trust and technical expertise. Collaborate with paraplanners and administrative support; minimal admin required. Work across Manchester and Midlands clients, including those acquired through firm acquisitions. Requirements: 4+ years' advisory experience, with exposure to complex client cases. Diploma qualified; long-term care knowledge a bonus. CAS status preferred, but not mandatory. Strong record in new business generation and client retention. Excellent communication and relationship management skills.

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.

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.