Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
Jun 15, 2026
Full time
Job Title: Paraplanner Industry: Financial Advice Location: Gatwick Salary: up to £55,000 Job Reference: 10249 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning in Gatwick. Our client is an award winning Financial Planning firm who offer a personal approach to financial planning. They provide advice on a wide variety of advice from first time mortgages to retirement planning, and everything in between. As they continue to grow, supporting HNW clients across the UK, they are looking to grow their Paraplanning team. You will work alongside other highly qualified and experience senior Paraplanners, working in a collaborative way to ensure the client is provided with the best service available. Duties: Create and process suitability letters Understand the client circumstances, objectives, attitude to risk, capacity for loss Prepare analysis of clients existing portfolios Conduct research on products available Liaise with clients, colleagues and compliance Input client information into back office system and keep updated Benefits: Competitive salary of up to £55,000 Only required at the office twice a month Progression and development Discretionary bonus Annual salary reviews Hybrid working Private medical Income protection 25 days holiday 4x death in service Skills and experience required: Experienced working in a Paraplanning position Level 4 Diploma required, ideally working towards Chartered Ability to work remotely Strong UK product and FCA regulation knowledge
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
Jun 15, 2026
Full time
We are working with a well-established, highly professional independent financial planning firm based in Cardiff, currently seeking an experienced IFA Administrator to join their growing team. The business is a reputable independent practice with approximately 20 employees, known for delivering high-quality financial planning and advice to a diverse client base. They pride themselves on their strong client relationships, collaborative team culture and commitment to maintaining exceptional professional standards. This role offers a highly flexible working arrangement, with the majority of time spent working from home. You will be required to attend the Cardiff office periodically for team meetings and training so applicants should be within a reasonable commuting distance. This is an excellent opportunity for an organised and detail-focused IFA Administrator to join a supportive and forward-thinking environment where quality of service and teamwork are key. Key Responsibilities: Providing comprehensive administrative support to Financial Advisers and Paraplanners Preparing client review packs, valuations, and meeting documentation Processing new business applications and ensuring accurate submission and tracking Liaising with providers and clients to obtain information and resolve queries Maintaining accurate client records and ensuring compliance standards are met Supporting the wider team with general office and administrative duties About You: Previous experience within an IFA or financial planning administration role Strong understanding of financial services processes and products Excellent organisational skills with strong attention to detail Confident communicator with a professional client-focused approach Able to work well both independently and as part of a close-knit team Salary & Benefits: Basic salary up to £35,000 (with flexibility depending on experience) 25 days holiday, plus an additional day for each year of service (capped) Flexible working hours - 7am - 5pm Income protection Life insurance Gym membership Full support for professional/market exams Pension scheme This is a fantastic opportunity to join a respected independent firm offering a flexible working environment and the chance to develop your career within financial planning. If you are an experienced IFA Administrator looking for your next opportunity in Cardiff, we would love to hear from you.
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Jun 14, 2026
Full time
Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Jun 14, 2026
Full time
Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits
Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up
Jun 11, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
Jun 11, 2026
Full time
Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Jun 11, 2026
Full time
Job Title: Paraplanner Location: Birmingham Salary: Up to £55,000 + bonus Benefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote) About the Company: This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued. Role Summary: An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes. Key Responsibilities: • Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice • Support client review and new business meetings, helping advisors clearly communicate planning solutions • Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations • Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards • Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly • Maintain accurate client records and contribute to the ongoing improvement of advice processes Requirements: • Diploma in Regulated Financial Planning (CII Level 4 or equivalent) • Previous experience working as a Paraplanner • Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles • High attention to detail with a strong compliance mindset • Confident user of financial planning software • Organised, proactive, and comfortable managing multiple priorities • Working towards, or holding, CII Level 6 is advantageous
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 06, 2025
Full time
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team click apply for full job details
Sep 27, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Anayst to join their growing team click apply for full job details
Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.
Sep 24, 2025
Full time
Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.
Job Title/Location: Pensions Project Manager, London/Hybrid or fully remote Salary: £50,000 to £60,000 Office/WFH: Either office based 2 days p/w in London + 3 days p/w WFH, or Remote Requirements: Very strong DB or DC pensions administration experience + prior projects experience, ideally some experience in managing projects or a similar level Role Snapshot: Initiation & delivery of projects to time, cost & scope whilst also supporting the facilitation & prioritisation of business improvement projects. Really positive situation surrounding this expanding business - a number of recent new scheme/business wins leading to the creation of new roles & new teams. The Company: An established pensions business, multiple industry award winners and recognised for their investment in people. This ongoing expansion makes for good development opportunities in terms of learning and progressing within the company. The Role: The Pensions Project Manager is a key member of the Project Management Office (PMO) team and responsible for the delivering projects within the business to support delivering contractual services to members and clients. The Project Manager is also responsible for delivery of internal business improvement projects. A varied range of projects including internal business change, software development, new client implementation & client change projects. Key responsibilities include: Initiation/delivery of projects to time, cost & scope for both internal & external stakeholders. This includes project initiation, planning, monitoring, reporting, risk management & change control. Define project scope & objectives, involving all relevant stakeholders, ensuring technical feasibility. Co-ordinate & monitor internal & external resources to ensure delivery against project objectives, budgets & timescales. Organise, manage & lead internal/external project meetings to deliver status reports & project updates to all stakeholders. Track project performance to analyse the successful completion of all goals. Identify & recommend additional commercial opportunities, inc. post-live projects. Deputise for the Lead Project Manager & represent the team as and when required. Skills / Experience Required: For this Pensions Project Manager role you must possess very strong DB or DC administration experience, have prior experience of pension projects, ideally from a management perspective and be PRINCE2 qualified, or equivalent. Additional Information: Salary for the Pensions Project Manager role is to £60,000 + professional study support & company pension. The average working week is 2 days office & 3 days WFH if office based. For those outside of the South-East, there is an option to work the role remotely. Please apply below. The Pensions Project Manager role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Sep 24, 2025
Full time
Job Title/Location: Pensions Project Manager, London/Hybrid or fully remote Salary: £50,000 to £60,000 Office/WFH: Either office based 2 days p/w in London + 3 days p/w WFH, or Remote Requirements: Very strong DB or DC pensions administration experience + prior projects experience, ideally some experience in managing projects or a similar level Role Snapshot: Initiation & delivery of projects to time, cost & scope whilst also supporting the facilitation & prioritisation of business improvement projects. Really positive situation surrounding this expanding business - a number of recent new scheme/business wins leading to the creation of new roles & new teams. The Company: An established pensions business, multiple industry award winners and recognised for their investment in people. This ongoing expansion makes for good development opportunities in terms of learning and progressing within the company. The Role: The Pensions Project Manager is a key member of the Project Management Office (PMO) team and responsible for the delivering projects within the business to support delivering contractual services to members and clients. The Project Manager is also responsible for delivery of internal business improvement projects. A varied range of projects including internal business change, software development, new client implementation & client change projects. Key responsibilities include: Initiation/delivery of projects to time, cost & scope for both internal & external stakeholders. This includes project initiation, planning, monitoring, reporting, risk management & change control. Define project scope & objectives, involving all relevant stakeholders, ensuring technical feasibility. Co-ordinate & monitor internal & external resources to ensure delivery against project objectives, budgets & timescales. Organise, manage & lead internal/external project meetings to deliver status reports & project updates to all stakeholders. Track project performance to analyse the successful completion of all goals. Identify & recommend additional commercial opportunities, inc. post-live projects. Deputise for the Lead Project Manager & represent the team as and when required. Skills / Experience Required: For this Pensions Project Manager role you must possess very strong DB or DC administration experience, have prior experience of pension projects, ideally from a management perspective and be PRINCE2 qualified, or equivalent. Additional Information: Salary for the Pensions Project Manager role is to £60,000 + professional study support & company pension. The average working week is 2 days office & 3 days WFH if office based. For those outside of the South-East, there is an option to work the role remotely. Please apply below. The Pensions Project Manager role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.
Sep 23, 2025
Full time
Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.
