Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
May 28, 2026
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office. Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staff in the team. You must have paraplanning experience and ideally be CII Level 4 Diploma qualified and hold or be working towards Chartered status and be keen to study further qualifications. Basic salary up to £47,500, pension and benefits
May 28, 2026
Full time
Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office. Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staff in the team. You must have paraplanning experience and ideally be CII Level 4 Diploma qualified and hold or be working towards Chartered status and be keen to study further qualifications. Basic salary up to £47,500, pension and benefits
Service Service Employment Agency Limited
Colchester, Essex
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or similar with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
May 28, 2026
Full time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients' needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or similar with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
May 27, 2026
Full time
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly. Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e. g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership). The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to for those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners. The MD of Nicholls Stevens is a leading expert in the industry she is both Fellow of the Personal Financial Society (PFS) and the Chartered Insurance Institute (CII), she has served as the National President of the Personal Finance Society and is both a Certified and Chartered Financial Planner. She has also won multiple industry awards and has written books and lectured on the topic of financial planning. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities: Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard. Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising. Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process. Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate. Task management of multiple tasks and priorities, working to frequently tight and changing deadlines. Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard. Record and maintain accurate data using the company s back-office computer system. General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner. Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience: 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment. A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard. An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks. Strong written and verbal communication skills. An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies. Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation. Dawn O Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Grove Talent Solutions
Chipping Norton, Oxfordshire
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
May 27, 2026
Full time
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
May 27, 2026
Full time
My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK and internationally based, they are often of a HNW nature.Due to both an internal promotion and business growth, the company are currently keen to recruit a Mortgage Paraplanner (handling Residential and BTL mortgage cases) to join their established team based within their modern South West London office. This is predominantly an office based role, with the opportunity to also work from home on one day per week. This is a great opportunity for either an established Mortgage Paraplanner, for an experienced Mortgage Administrator who is keen to work within a more technical position or possibly for an experienced Mortgage Advisor/Broker who is now keen to move away from an advice based role but that still wants to use their technical mortgage product knowledge to good effect. The working hours within this position are Monday to Friday from 9:00am to 17:00pm, including a daily 1 hour lunch break. You will work in a great environment and within a successful team who work well within a friendly, productive culture. The company will provide you with the opportunity to successfully develop your career further, allowing this to be a long term/career based opportunity. This could mean that in time you progress for example into either a Team Leader role or into a Mortgage and Protection Advisor role, if of course you would like to. Again if you would like to, the company will happily support your further study of industry based qualifications such as the CeMAP qualification. Key responsibilities: Job activities will include: You will aid the companies Director and Mortgage and Protection Advisor's by completing mortgage and associated protection product research, assisting to source the ideal mortgage and protection products to meet specific clients criteria. You will liaise between the companies Director, Mortgage and Protection Advisor's, Mortgage and Protection Administrator's, the Mortgage Lenders, Protection Providers, Solicitors and the company's clients to aid the progress of mortgage and protection cases successfully through to their completion. You will provide excellent levels of service. You will use relevant mortgage product sourcing software and the various lenders online platforms/portals to submit Residential & BTL mortgage applications suitably. You will use relevant protection product sourcing software and the various protection providers online platforms/portals to submit insurance applications suitably. Ensuring all work meets the required FCA compliance standards. Key candidate attributes: Strong Mortgage Paraplanning/Administration experience gained within the independent market, ensuring that you are familiar with multiple lenders mortgage products and online portals/platforms. Strong organisation and planning skills. Excellent communication skills, both written and verbal. Must demonstrate technical ability and be confident with mortgage case terminology. Must be able to demonstrate initiative and ability to time manage and prioritise mortgage and protection applications suitably. Enjoy working within a team. Desire to progress in a professional and growing business. The successful candidate will receive a competitive starting basic salary of £35,000 to £40,000 which is negotiable based upon skill-set/role experience. Plus benefits which include, a pension scheme, 25 day's annual leave per annum (plus an additional day's leave is provided for each of your first 5 years of service at the company), team trips abroad and a bonus scheme which is based upon the business' performance and compliance levels. These bonuses are paid monthly and typically equate to an additional £3,000 to £4,000 annually. All leading to a possible annual OTE of up to circa £45,000 within this role.If you are interested within these vacancy's and if you believe that your experience/skill-set is well suited to the role then please do apply on-line. Your Mortgage Recruiter Ltd - A leading UK specialist recruiter in Mortgage Advice, Support, Underwriting, Compliance and BDM roles.
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
May 27, 2026
Full time
Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
May 27, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Chorley (Hybrid) Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for a technically minded and ambitious individual to join a growing and supportive Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideally suited to someone with experience in financial planning who is looking to take the next step in their career and develop into a fully competent paraplanner. You will benefit from structured training, full exam support, and ongoing one-to-one mentoring from experienced professionals, enabling you to build both technical expertise and practical paraplanning skills. Working closely with Advisers and the Technical Team Leader, you will play an important role in supporting the delivery of accurate, compliant, and high-quality financial planning advice, while developing your long-term career within paraplanning. What's in it for you 4% employer pension contribution (salary sacrifice available) 28 days annual leave plus Bank Holidays Option to purchase up to 5 additional days holiday Group life cover (4x salary) Rolling sick pay scheme Full exam funding and structured training support Hybrid working arrangement Clear and supported career progression pathway into paraplanning Role Purpose As a key member of the Paraplanning team, you will support the delivery of accurate and compliant financial planning advice by: Preparing suitability reports that are accurate, professional, and compliant Conducting detailed research across pensions, investments, protection, and wider financial planning solutions Supporting advisers with technical analysis and case preparation Ensuring all work meets regulatory standards and internal procedures Maintaining accurate and up-to-date client records Liaising with product providers and internal teams where required Developing a strong understanding of the full advice process and client journey Building technical knowledge under the supervision of the Technical Team Leader This is a structured development role with a clear pathway towards becoming a confident and fully qualified paraplanner. About You Essential Experience & Skills Minimum 3 years' experience within a financial planning firm Exposure to paraplanning or technical/administrative support work Currently working towards the Level 4 Diploma in Financial Planning Ideally 1-2 CII RO exams already achieved Good understanding of the UK financial services regulatory framework Strong written and verbal communication skills Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) Excellent attention to detail and accuracy Strong organisational and prioritisation skills Professional, proactive, and collaborative approach Comfortable working in a fast-paced environment Motivated to develop into a paraplanning role Desirable Progress toward or completion of the Level 4 Diploma in Financial Planning Strong analytical and technical thinking skills Confidence working with complex financial information and casework Career Development This role offers genuine long-term progression within a supportive, structured, and technically strong environment. With full study support and hands-on mentoring, you will be guided step by step towards becoming a fully qualified and confident paraplanner. How to Apply If you are ready to take the next step in your financial planning career, we would like to hear from you. Please submit your CV and one of our specialist consultants will be in touch to discuss your experience, career goals, and suitable opportunities. Due to the high volume of applications, we are only able to contact successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion.
Exchange Street Claims & Financial Services
Stockport, Cheshire
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you'll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE'S WHAT YOU'LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You'll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don't have a CV don't worry we can come to that later. Everyone will receive a response.
May 27, 2026
Full time
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you'll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE'S WHAT YOU'LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You'll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don't have a CV don't worry we can come to that later. Everyone will receive a response.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 27, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
May 27, 2026
Full time
We are partnering with a highly regarded, chartered financial planning firm in the City of London to recruit a Senior Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 3 years experience (essential) Experience working with HNW clients (desirable) Chartered/ near to completion (essential) The Package Starting salary: up to c£70,000 + bonus Hybrid / flexible working Generous Pension Scheme 25 days holiday plus your birthday and a Christmas shopping day off plus bank holidays. This increases with service Full study support towards professional qualifications Group life assurance Income protection Vitality Healthcare plus full cover for therapy and counselling To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in. THE JOB You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you'll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here. THE PAY Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.That said it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around.And this success has led to major investment in its infrastructure (people and technology).It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like? HERE'S WHAT YOU'LL NEED Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.Because this isn't a traditional financial planning job. By the nature of what they do advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.Everyone will receive a reply.
May 27, 2026
Full time
The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in. THE JOB You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you'll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here. THE PAY Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.That said it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around.And this success has led to major investment in its infrastructure (people and technology).It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like? HERE'S WHAT YOU'LL NEED Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.Because this isn't a traditional financial planning job. By the nature of what they do advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.Everyone will receive a reply.
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations. The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience. Key Responsibilities: Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication Act as the first point of contact for any client or thirdparty questions Maintain a highlevel of industry and regulatory knowledge Handle all compliance documentation Ensure all data and information is maintained accurately on the inhouse system Support with a combination of residential, commercial and BTL mortgages, through to completion Key Experience: Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential Strong administrative experience, able to work both independently and as part of a team Excellent communicator, confident working with colleagues, clients and third parties of all levels Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times Excellent written and verbal communication Great attitude to work, keen to learn and progress This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
May 27, 2026
Full time
Our client, a leading business in the Financial Services industry is seeking a Mortgage Paraplanner to join them on a full-time, permanent basis. Due to an exciting period our client is looking for a Mortgage Paraplanner to join their team, working closely with the team and Director to ensure a high-level of administrative support is maintained in line with the mortgage process, maintaining a high-level of accuracy and attention to detail at all times in line with regulations. The ideal candidate will have some form of Mortgage / Finance-related administration experience, and be a diligent, proactive candidate with excellent customer service experience. Key Responsibilities: Support the team of Advisors and Director with mortgagerelated research for clients, administration, suitability reports and client communication Act as the first point of contact for any client or thirdparty questions Maintain a highlevel of industry and regulatory knowledge Handle all compliance documentation Ensure all data and information is maintained accurately on the inhouse system Support with a combination of residential, commercial and BTL mortgages, through to completion Key Experience: Previous experience in the Financial Services / Mortgage sector is advantageous, although not essential Strong administrative experience, able to work both independently and as part of a team Excellent communicator, confident working with colleagues, clients and third parties of all levels Able to work in a regulated environment, maintaining the highest standards of accuracy and attention to detail at all times Excellent written and verbal communication Great attitude to work, keen to learn and progress This is an excellent opportunity for a Mortgage Paraplanner to join a thriving business who are leaders in their field, experiencing an exciting period of change. You will be working closely with the Director, providing a high-level of support whilst dealing with clients and third parties. CVs are being reviewed, so please apply now for immediate consideration.
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
May 27, 2026
Full time
We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
May 27, 2026
Full time
IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role. Job Title IFA Administrator Vacancy Priority ClientAnders Bayley Scott Ltd Internal Description IFA Administrator Surrey Full-Time Office Based The Opportunity An established independent financial planning firm is seeking an organised and proactive IFA Administrator to support Financial Advisers and Paraplanners with the day-to-day delivery of client services. This is an excellent opportunity for someone with previous financial services or wealth management administration experience looking to develop within a professional and supportive environment. Key Responsibilities Managing new business submissions and Letters of Authority. Liaising with providers and third parties to progress cases. Supporting client onboarding, annual reviews, and adviser administration. Maintaining accurate client records and back-office systems. Preparing client documentation and assisting with general office administration. Requirements Previous experience within an IFA, wealth management, or financial planning administration role. Strong understanding of pensions, investments, ISAs, and protection products. Excellent organisational skills, attention to detail, and communication skills. Experience with financial services systems and FCA processes preferred. What's on Offer Competitive salary dependent on experience. Career progression within a supportive financial planning environment. Exposure to high-quality client work and experienced advisers. Apply Please submit your CV and a brief cover note outlining your suitability for the role.
Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.
May 27, 2026
Full time
Clark James Recruitment are working with a professional and highly regarded IFA business. Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team. The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate Qualifications : Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
May 27, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
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.
May 27, 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.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
May 27, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
May 27, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
