168 jobs found

Paraplanner (Rapid Progression to Financial Advisor) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-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.

Experienced IFA Administrator Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What Our Client Offers: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, they would love to hear from you! Please apply with your CV outlining your relevant experience.

I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details

Paraplanner Tenterden, Kent Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm. Salary: competitive salary depending on experience. Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you! About the Role: We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise. Key Responsibilities: Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning. Analysing client information and conducting comprehensive technical research. Structuring advice that aligns with client objectives and adheres to FCA requirements. Maintaining precise client records and workflows using Salesforce. Producing cash flow modelling and planning illustrations when necessary. Assisting Advisers with pre and post meeting preparations. Collaborating on complex planning cases and addressing technical queries. Staying updated on regulatory and legislative changes. Skills & Experience: Essential: Experience within a UK financial planning or paraplanning environment. Strong understanding of the regulated advice process. Excellent written communication skills with a keen eye for detail. Ability to juggle multiple cases and meet deadlines. Proficient in using Salesforce or similar CRM systems. Desirable: Experience independently writing suitability reports. In-depth knowledge of pensions and retirement planning. Familiarity with cash flow planning software. Qualifications: Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent). Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience. Exam support and study funding available where required. Whats on Offer: Competitive salary based on experience. Exam funding and study support. Clear progression opportunities to elevate your career. A supportive and professional working environment. If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - (url removed) - (phone number removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Experienced IFA Administrator We are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience. Key Responsibilities: Provide high-quality administrative support to Advisers and Paraplanners throughout the client journey. Prepare client packs, valuations, meeting documentation, and review paperwork. Process new business, top-ups, withdrawals, switches, and transfers accurately and efficiently. Liaise with product providers and platforms to obtain policy information, monitor progress, and resolve queries. Maintain accurate client records and update the CRM system in line with internal procedures. Support annual review processes and ongoing servicing requirements. Assist with compliance and file checking to ensure records meet FCA and internal standards. Communicate professionally with clients, providers, and colleagues to ensure a smooth and positive experience. About You: Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Strong understanding of pensions, investments, protection products, and financial planning administration. Knowledge of FCA and compliance requirements within a regulated environment. Excellent organisation skills with the ability to manage multiple cases and deadlines. Strong attention to detail and a methodical, accurate approach to work. Confident written and verbal communication skills. Advanced working knowledge of iO / Intelligent Office / Intelliflo CRM is essential. Working towards or interested in professional qualifications would be advantageous. What We Offer: Competitive salary of £28,000 £35,000, depending on experience. Supportive and collaborative team environment. Opportunities for professional development and career progression. Study support for relevant industry qualifications, where applicable. Paid city centre car parking, a discretionary annual bonus, and 25 days holiday plus bank holidays. If you are an organised and experienced IFA Administrator, looking to join a growing financial planning business where you can have a real input, we would love to hear from you! Please apply with your CV outlining your relevant experience.

Paraplanner - Alderley Edge £30000 - £50000 Great opportunity for a paraplanner who is keen to join a well respected Chartered Financial Planners in Alderley Edge who specialise in true lifelong financial planning and evidence-based investment management. You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports. Core Responsibilities You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients. You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings. You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals. This is a great opportunity in a well known and well respected firm working. By proceeding with this application, you are consenting to Thrive by Chorni Limited s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us Thrive by Chorni Limited acts as a recruitment agency. Management

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company 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. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.

Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

Role: Paraplanner Area: Chichester, Hybrid Position: Full time, Permanent Salary: 38k to 45k DOE Our client is an award winning based in Chichester, is now looking for an experienced Paraplanner, you will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities for the Paraplanner Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience for the Paraplanner Previous Paraplanner experience within an IFA or wealth management environment You will ideally have worked or have experience within an SJP practise Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths For further information on this excellent opportunity, please forward a copy of your CV

We are working with a reputable financial services organisation with offices based in Leeds city centre who, due to workload, are seeking an experienced Financial Senior Administrator to join their team on an initial temporary assignment for 3 months, where there is a possibility of becoming permanent. The successful candidate will have worked within an FCA regulated setting as you will be ensuring the planning department runs effectively and efficiently. Supporting key figures from financial planners, paraplanners and the Head of Financial Planning, you will ensure that high standards to their clients are served. Key duties will include; Onboarding of new clients Assisting in the administration of client profiles Collate information and data about clients and ensure all compliance documents are filed and managed Record client related communications Providing clients with information and report on financial planning products and services Processing client applications and contributions Liaise with product providers and other third parties Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis Assist and prepare correspondence, the pre-completion of documentation ready for clients Preparing meeting packs Assisting with general client enquiries This is a challenging role for an experienced Financial Administrator, working 9-5 Monday-Friday this is a hybrid role after an initial training period, the successful candidate will have; Educated to A-Level standard, including GCSEs in Maths and English. Financial Services Regulation & Ethics, Personal Taxation, Trusts, Diploma in Paraplanning, Regulated Diploma in Financial Planning or working towards this qualification. Other technical areas (pensions, long term care etc.) are desirable Experience of working in an administrative role and analysing complex information Good knowledge of Financial Services and the FCA. Knowledge of Microsoft Office Applications (Intermediate level) - knowledge of Intelligent Office, iress Exchange and Objectway is desirable. Ability to adapt and use own initiative and work proactively Good attention to detail and proven accuracy skills If you are available immediately and can commit to this long-term temporary role, please submit your CV for review. Please note if you have not heard from us within 7 days, your application has been unsuccessful.

Financial Advisor Leicester Based Salary: Up to £60,000 DOE Permanent, Full-Time, Hybrid Working Are you an experienced Financial Advisor looking for your next opportunity within a supportive and growing organisation? Regional Recruitment are recruiting for a Financial Advisor on behalf of a well-established business based in Leicester. This is an exciting opportunity for a motivated and client-focused individual who is passionate about delivering tailored financial advice and building long-term relationships with clients. What's on Offer: Salary up to £60,000 depending on experience Hybrid working available Competitive bonus structure Career progression opportunities Supportive and professional working environment Ongoing training and professional development Qualifications Essential: Previous experience as a Financial Advisor, Independent Financial Advisor, or similar role Level 4 Diploma in Financial Planning or equivalent qualification Strong knowledge of financial products and services including pensions, investments, and protection Excellent communication and relationship-building skills Ability to manage and develop a portfolio of clients Strong attention to detail and compliance awareness Desirable: Chartered status or working towards Chartered qualification Experience using CRM and financial planning systems Proven ability to generate new business opportunities through networking and referrals Roles & Responsibilities Provide professional and tailored financial advice to clients based on their individual circumstances and goals Build and maintain strong long-term relationships with new and existing clients Conduct financial reviews and recommend suitable financial products and services Generate new business opportunities through referrals, networking, and relationship management Maintain accurate client records and ensure compliance with FCA regulations and internal procedures Work closely with paraplanners and administrative support teams to deliver excellent client service Keep up to date with industry regulations, market trends, and financial products Requirements As Financial Advisor, you will also be expected to: Be professional, driven, and client focused Demonstrate strong organisational and time management skills Work effectively both independently and as part of a team Deliver a high standard of customer service at all times About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Financial Advisor role is right for you Click to apply below. To explore more roles available across the UK, please visit Regional Recruitment

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 45,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.