168 jobs found

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. This is an excellent opportunity for a detail-oriented and proactive individual with prior Independent Financial Adviser support experience to work in a collaborative, client-focused environment. Job Title: IFA Administrator Salary: Up to 36,000 DOE Location: Bracknell (3 days office-based) You will provide comprehensive administrative support to Financial Advisers and Paraplanners, working closely with a small team while also managing your own workload. The role combines new business processing with ongoing client servicing, offering strong exposure across the full financial planning lifecycle. Responsibilities include but are not limited to: Supporting Financial Advisers and Paraplanners with day-to-day administration Processing new business applications Maintaining and updating client records and back-office systems, ensuring all files and documentation meet regulatory and compliance standards Preparing documentation for client meetings Handling communications via phone, email, and post Adhering to FCA regulations and the Financial Services and Markets Act Keeping up to date with product, legislative, and regulatory developments What we are looking for: Essential: Previous experience in an IFA / Financial Planning Administrator role Strong understanding of financial products including pensions, investments, and protection High level of IT literacy (Word, Excel, Outlook, Teams) Excellent written and verbal communication skills Highly organised with strong attention to detail, able to manage multiple cases and prioritise effectively Proactive, self-motivated, and solution-focused If you are an experienced IFA Administrator looking for your next step within a professional and forward-thinking firm, we would welcome your application. Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Level 4 Diploma qualified First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 55,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO

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.

Trainee Financial Advisor (Rapid Progression) 40,000 - 45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? 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 Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, 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: Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background Job Reference: BBBH 25374a 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

BRAND NEW VACANCY - Senior Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £48k - £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.

PSM Recruitment are working with a well established, family owned IFA, with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone. As part of the team your responsibilities will include (but not limited to): Preparing and maintaining client files including discussing clients objectives with the adviser. Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implementing recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients. Experience, Skills and Qualifications: Essential: At least two years experience of working in a paraplanner position. Minimum qualifications RO1, RO2, RO3 and working towards Level 4. Experience of financial planning software. Proficient in use of MS Office with good typing skills. Confident and effective in communication by telephone. Good command of written English and it s use in client communications. Highly numerate. Adaptable and able to manage shifting workload and client demands. Excellent organisational skills and ability to plan. Desirable FE Analytics Intelliflo Office Defaqto Level 4 qualified in financial services. What we can offer In return for the above experience and personal traits we can offer: Salary from £35,000 - £55,000 pa dependent on experience Salary increasing with experience & qualifications Funded training, exam costs and development support A flexible and supportive family business environment Discretionary Bonus NEST pension And above all the opportunity to progress and develop

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply linkBrook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.