Paraplanner Location: Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Benefits Full-Time Permanent About the Role A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes. The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning. Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments, protection, and tax planning Producing cashflow modelling and financial planning analysis Preparing annual review documentation and client meeting packs Liaising with providers and platforms to obtain information Supporting advisers with client strategy and planning solutions Maintaining accurate client records and ensuring compliance standards are met Keeping up to date with industry and regulatory developments About You Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge of pensions, investments, and financial planning Level 4 Diploma qualified or working towards completion Excellent report writing and analytical skills High attention to detail and organisational skills Ability to work independently and as part of a small team What's on Offer? Salary £40,000 - £50,000 depending on experience Full study support towards Chartered status Ongoing professional development Friendly and supportive working environment Clear progression opportunities within a growing practice Opportunity to work closely with advisers and clients
Jul 01, 2026
Full time
Paraplanner Location: Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Benefits Full-Time Permanent About the Role A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes. The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning. Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments, protection, and tax planning Producing cashflow modelling and financial planning analysis Preparing annual review documentation and client meeting packs Liaising with providers and platforms to obtain information Supporting advisers with client strategy and planning solutions Maintaining accurate client records and ensuring compliance standards are met Keeping up to date with industry and regulatory developments About You Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge of pensions, investments, and financial planning Level 4 Diploma qualified or working towards completion Excellent report writing and analytical skills High attention to detail and organisational skills Ability to work independently and as part of a small team What's on Offer? Salary £40,000 - £50,000 depending on experience Full study support towards Chartered status Ongoing professional development Friendly and supportive working environment Clear progression opportunities within a growing practice Opportunity to work closely with advisers and clients
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Jun 30, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Jun 30, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Paraplanner - HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working
Jun 30, 2026
Full time
Paraplanner - HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working
If you're looking for a role where you can continue to grow and develop your skills and knowledge and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Jun 30, 2026
Full time
If you're looking for a role where you can continue to grow and develop your skills and knowledge and genuinely make an impact, this could be the perfect next step. Our client is a respected Chartered IFA with a recognisable brand and a reputation for developing talent. What You'll Be Doing This is a varied, evolving role where no two days look the same. You'll be the go-to person for client and adviser queries, ensuring everything runs smoothly behind the scenes. From annual reviews to investment admin, cashflow planning to documentation checks, you'll be at the heart of the client journey. You'll also have the chance to build new skills, take on more responsibility over time, and work closely with the Advisers you will be supporting. What They're Looking For Someone with around 12 months' experience in an IFA or wealth management admin role (degreed education advantageous) A confident communicator who enjoys problem-solving Progress toward the Diploma (or keen to start) Strong organisational skills and attention to detail Experience with Intelligent Office is a big advantage What You'll Get A supportive, award-winning environment Mentoring from experienced advisers and paraplanners Clear progression routes A role that grows with you £30-35k salary depending on experience If you want a role that will stretch you, support you and set you up for long-term success, this is it. Please send your CV to Ursula at Financial Divisions
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Jun 30, 2026
Full time
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Financial Planner - Essex (Hybrid) Location: Leigh-on-Sea, Essex Working Pattern: Hybrid (3 days office / 2 days home) Salary: Up to £70,000 Basic + Uncapped Bonus + Comprehensive Benefits Package An excellent opportunity has arisen for an ambitious and client-focused Financial Planner to join a growing and highly regarded wealth management firm based in Essex. This position is ideally suited to a Chartered Financial Planner, or someone close to achieving Chartered status, who is passionate about delivering high-quality, goals-based financial planning and building lasting client relationships. The Role You will provide holistic financial planning advice to a range of private clients, helping them achieve their financial objectives through tailored planning strategies. Alongside managing existing relationships, you will have the opportunity to develop and grow your client portfolio through referrals and professional connections. Key Responsibilities Deliver comprehensive financial planning advice covering retirement, investments, protection, estate planning and wealth preservation. Build and maintain strong relationships with clients, their families, business owners and trustees. Develop and grow a client bank through referrals, networking and relationship management. Provide ongoing reviews and proactive client servicing in line with regulatory requirements. Maintain CPD, SPS requirements and professional development standards. Keep abreast of financial market developments, legislation and product changes. Support wider business initiatives and projects when required. About You Currently working as a Financial Planner / Financial Adviser. Chartered status preferred, or working towards completion. Minimum of 2 years' experience delivering regulated financial advice. Strong technical knowledge of pensions, investments, ISAs, bonds and protection products. Excellent communication and relationship-building skills. Client-focused with a commercial mindset. Strong organisational and time-management abilities. Able to work independently while managing multiple priorities. Committed to delivering excellent client outcomes and maintaining regulatory standards. Package & Benefits Basic salary up to £70,000 depending on experience and qualifications. Uncapped bonus structure linked to revenue generation. Hybrid working model with flexibility around working arrangements. Generous annual leave allowance. Private medical insurance. Pension scheme. Income protection. Death in service benefit. Flexible benefits platform. Ongoing professional development and exam support. Industry-leading adviser support and career progression opportunities. Apply Now If you're an experienced Financial Planner looking to join a progressive firm that offers strong earning potential, flexibility, and the opportunity to build long-term client relationships, we'd be delighted to discuss this opportunity with you.
Jun 30, 2026
Full time
Financial Planner - Essex (Hybrid) Location: Leigh-on-Sea, Essex Working Pattern: Hybrid (3 days office / 2 days home) Salary: Up to £70,000 Basic + Uncapped Bonus + Comprehensive Benefits Package An excellent opportunity has arisen for an ambitious and client-focused Financial Planner to join a growing and highly regarded wealth management firm based in Essex. This position is ideally suited to a Chartered Financial Planner, or someone close to achieving Chartered status, who is passionate about delivering high-quality, goals-based financial planning and building lasting client relationships. The Role You will provide holistic financial planning advice to a range of private clients, helping them achieve their financial objectives through tailored planning strategies. Alongside managing existing relationships, you will have the opportunity to develop and grow your client portfolio through referrals and professional connections. Key Responsibilities Deliver comprehensive financial planning advice covering retirement, investments, protection, estate planning and wealth preservation. Build and maintain strong relationships with clients, their families, business owners and trustees. Develop and grow a client bank through referrals, networking and relationship management. Provide ongoing reviews and proactive client servicing in line with regulatory requirements. Maintain CPD, SPS requirements and professional development standards. Keep abreast of financial market developments, legislation and product changes. Support wider business initiatives and projects when required. About You Currently working as a Financial Planner / Financial Adviser. Chartered status preferred, or working towards completion. Minimum of 2 years' experience delivering regulated financial advice. Strong technical knowledge of pensions, investments, ISAs, bonds and protection products. Excellent communication and relationship-building skills. Client-focused with a commercial mindset. Strong organisational and time-management abilities. Able to work independently while managing multiple priorities. Committed to delivering excellent client outcomes and maintaining regulatory standards. Package & Benefits Basic salary up to £70,000 depending on experience and qualifications. Uncapped bonus structure linked to revenue generation. Hybrid working model with flexibility around working arrangements. Generous annual leave allowance. Private medical insurance. Pension scheme. Income protection. Death in service benefit. Flexible benefits platform. Ongoing professional development and exam support. Industry-leading adviser support and career progression opportunities. Apply Now If you're an experienced Financial Planner looking to join a progressive firm that offers strong earning potential, flexibility, and the opportunity to build long-term client relationships, we'd be delighted to discuss this opportunity with you.
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. We're seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow - entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active, revenue-generating client bank Salary up to £80,000 plus discretionary bonus (£10,000 - £15,000) Full paraplanning and admin support provided Hybrid working arrangement with autonomy and trust Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal) Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to Apply If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Jun 30, 2026
Full time
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. We're seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow - entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active, revenue-generating client bank Salary up to £80,000 plus discretionary bonus (£10,000 - £15,000) Full paraplanning and admin support provided Hybrid working arrangement with autonomy and trust Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal) Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to Apply If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
Paraplanner London Hybrid Working (Up to 3 Days from Home) £45,000 - £60,000 + Bonus + Exceptional Benefits A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London. This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects. The Opportunity Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience. You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning. Key Responsibilities Produce high-quality suitability reports and financial planning recommendations. Conduct technical research to support client reviews and new business advice. Attend client meetings alongside Financial Planners and prepare detailed meeting notes. Brief advisers on key client issues ahead of meetings. Liaise directly with clients to gather information and clarify requirements. Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes. Contribute to the continuous improvement of processes, templates and best practice. Manage your own workload effectively whilst maintaining exceptional standards. Keep up to date with industry, tax and legislative developments. About You To be considered for this opportunity, you should possess: Diploma in Financial Planning (or equivalent) or be working towards completion. Previous experience within a Paraplanning role. Strong technical knowledge across pensions, investments and financial planning. Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax. Experience supporting Financial Planners within a client-facing wealth management environment. Excellent report writing, research and communication skills. Chartered status or progress towards Chartered would be advantageous. Package & Benefits Basic salary £45,000 - £60,000 Annual discretionary bonus 9% employer pension contribution Private Medical Insurance Health Screening Life Assurance Income Protection Sharesave Scheme Season Ticket Loan 25 days annual leave Option to purchase an additional 5 days holiday Full study support and professional development
Jun 30, 2026
Full time
Paraplanner London Hybrid Working (Up to 3 Days from Home) £45,000 - £60,000 + Bonus + Exceptional Benefits A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London. This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects. The Opportunity Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience. You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning. Key Responsibilities Produce high-quality suitability reports and financial planning recommendations. Conduct technical research to support client reviews and new business advice. Attend client meetings alongside Financial Planners and prepare detailed meeting notes. Brief advisers on key client issues ahead of meetings. Liaise directly with clients to gather information and clarify requirements. Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes. Contribute to the continuous improvement of processes, templates and best practice. Manage your own workload effectively whilst maintaining exceptional standards. Keep up to date with industry, tax and legislative developments. About You To be considered for this opportunity, you should possess: Diploma in Financial Planning (or equivalent) or be working towards completion. Previous experience within a Paraplanning role. Strong technical knowledge across pensions, investments and financial planning. Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax. Experience supporting Financial Planners within a client-facing wealth management environment. Excellent report writing, research and communication skills. Chartered status or progress towards Chartered would be advantageous. Package & Benefits Basic salary £45,000 - £60,000 Annual discretionary bonus 9% employer pension contribution Private Medical Insurance Health Screening Life Assurance Income Protection Sharesave Scheme Season Ticket Loan 25 days annual leave Option to purchase an additional 5 days holiday Full study support and professional development
We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years paraplanning experience (essential) Experience working with HNW clients (desirable) Level 4 Qualified (essential) The Package Starting salary: up to c£75,000 + 10% bonus Hybrid / flexible working (3 days in the office) Generous Pension Scheme 25 days holiday (rising) + option to buy Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events Season ticket loan Dental
Jun 30, 2026
Full time
We are partnering with a highly regarded, chartered financial planning firm in Central London to recruit a Paraplanner . Our client has built a strong reputation for its supportive culture and talented team, making this an excellent opportunity for an experienced paraplanner seeking a long-term move within wealth management. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years paraplanning experience (essential) Experience working with HNW clients (desirable) Level 4 Qualified (essential) The Package Starting salary: up to c£75,000 + 10% bonus Hybrid / flexible working (3 days in the office) Generous Pension Scheme 25 days holiday (rising) + option to buy Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events Season ticket loan Dental
A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice. Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients. Key Responsibilities: Preparing detailed suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support client recommendations Assisting with pre- and post-meeting work for Financial Planners Reviewing existing client arrangements and identifying planning opportunities Liaising with providers and internal teams to ensure smooth case progression Supporting ongoing client servicing, including annual reviews About You: Previous experience as a Paraplanner within a financial planning environment Strong technical knowledge across pensions, investments, and wider financial planning areas Diploma qualified (Level 4), with progress towards Chartered status desirable Excellent attention to detail and report writing skills Strong organisational and communication skills A proactive and team-focused approach What's on Offer: Basic salary to £47,000 Hybrid working - 3 days in the office and 2 days working from home Competitive company benefits Opportunity to join a growing, highly regarded firm Supportive and collaborative working environment Clear progression opportunities, including support towards further qualifications This is an excellent opportunity for a Paraplanner looking to join a progressive firm where they can continue to develop their technical expertise and play a key role in delivering high-quality financial planning.
Jun 30, 2026
Full time
A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice. Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients. Key Responsibilities: Preparing detailed suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support client recommendations Assisting with pre- and post-meeting work for Financial Planners Reviewing existing client arrangements and identifying planning opportunities Liaising with providers and internal teams to ensure smooth case progression Supporting ongoing client servicing, including annual reviews About You: Previous experience as a Paraplanner within a financial planning environment Strong technical knowledge across pensions, investments, and wider financial planning areas Diploma qualified (Level 4), with progress towards Chartered status desirable Excellent attention to detail and report writing skills Strong organisational and communication skills A proactive and team-focused approach What's on Offer: Basic salary to £47,000 Hybrid working - 3 days in the office and 2 days working from home Competitive company benefits Opportunity to join a growing, highly regarded firm Supportive and collaborative working environment Clear progression opportunities, including support towards further qualifications This is an excellent opportunity for a Paraplanner looking to join a progressive firm where they can continue to develop their technical expertise and play a key role in delivering high-quality financial planning.
Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations
Jun 30, 2026
Full time
Job Title: Technical Paraplanner Industry: Financial Planning Location: Hereford Salary: £50-70,000 Job Reference: 10235 Job Description: Are you a technical paraplanner, looking to step into Financial Advice? Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book? We are working on a unique and exciting opportunity for a Paraplanner to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book. Duties: Writing technical suitability reports and product research Cashflow modelling Attending client meetings and building upon the strong relationships Working closely with the other IFA's, and back office team Adhering to strict FCA regulations and ensuring compliance regulations met Benefits: Highly competitive salary depending on experience and qualifications Discretionary bonus scheme Hybrid working 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Exam funding and support to continue qualifications Skills and experience required: Level 4 Diploma minimum, ideally Chartered Extensive experience working in a Paraplanning role, ideally a client facing one Passionate to move into a Financial Adviser position in the future Strong knowledge of UK products and FCA regulations
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Jun 30, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planners , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with HNW & UHNW qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Our client is a successful and National brand and they are currently looking forn industry experienced professional Chartered Financial Advisers to join their team This business pays extremely well for well qualified Financial Planners who have experience dealing with holistic Financial Planning Ideally we are looking for someone with experience in IHT Taxation and Trusts VCT's and EIS's The client has a great portfolio of clients available that would inherit so there's no need to bring clients Base to £90000 DOE plus generous bonus For more details feel free to call Jason at Astral
Jun 30, 2026
Full time
Our client is a successful and National brand and they are currently looking forn industry experienced professional Chartered Financial Advisers to join their team This business pays extremely well for well qualified Financial Planners who have experience dealing with holistic Financial Planning Ideally we are looking for someone with experience in IHT Taxation and Trusts VCT's and EIS's The client has a great portfolio of clients available that would inherit so there's no need to bring clients Base to £90000 DOE plus generous bonus For more details feel free to call Jason at Astral
A rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression. You'll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry. THE ROLE • Support two Advisers within a pod, delivering high-quality financial planning work • Produce detailed cashflow modelling and technical analysis for complex client affairs • Prepare suitability reports, financial plans, and supporting documentation • Attend client meetings and contribute to advice delivery • Collaborate closely with Directors, CRMs, and junior paraplanners • Maintain strong technical knowledge across tax, pensions, investments, and structuring • Play a key role in a detail-driven, high-performance team ABOUT YOU • Level 4 Diploma qualified (Chartered or working towards is a strong advantage) • Solid experience in a regulated paraplanning role • Exceptional attention to detail and confidence handling complex client scenarios • Clear, confident communicator able to simplify technical matters • Highly organised with the ability to manage multiple deadlines • Ambitious, proactive, and motivated - someone who brings energy and initiative WHAT'S ON OFFER • A clear, structured pathway to Adviser • Exposure to sophisticated UHNW planning work • A supportive pod model designed for development and progression • The stability and scale of a global organisation with the feel of a close-knit team If you're an ambitious paraplanner looking for genuine progression and the chance to work at the top end of the market, I'd love to speak with you. Please email Ursula at Financial Divisions
Jun 30, 2026
Full time
A rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression. You'll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry. THE ROLE • Support two Advisers within a pod, delivering high-quality financial planning work • Produce detailed cashflow modelling and technical analysis for complex client affairs • Prepare suitability reports, financial plans, and supporting documentation • Attend client meetings and contribute to advice delivery • Collaborate closely with Directors, CRMs, and junior paraplanners • Maintain strong technical knowledge across tax, pensions, investments, and structuring • Play a key role in a detail-driven, high-performance team ABOUT YOU • Level 4 Diploma qualified (Chartered or working towards is a strong advantage) • Solid experience in a regulated paraplanning role • Exceptional attention to detail and confidence handling complex client scenarios • Clear, confident communicator able to simplify technical matters • Highly organised with the ability to manage multiple deadlines • Ambitious, proactive, and motivated - someone who brings energy and initiative WHAT'S ON OFFER • A clear, structured pathway to Adviser • Exposure to sophisticated UHNW planning work • A supportive pod model designed for development and progression • The stability and scale of a global organisation with the feel of a close-knit team If you're an ambitious paraplanner looking for genuine progression and the chance to work at the top end of the market, I'd love to speak with you. Please email Ursula at Financial Divisions
Our client is a successful and National brand and they are currently looking forn industry experienced professional Chartered Financial Advisers to join their team This business pays extremely well for well qualified Financial Planners who have experience dealing with holistic Financial Planning Ideally we are looking for someone with experience in IHT Taxation and Trusts VCT's and EIS's The client has a great portfolio of clients available that would inherit so there's no need to bring clients Base to £90000 DOE plus generous bonus For more details feel free to call Jason at Astral
Jun 30, 2026
Full time
Our client is a successful and National brand and they are currently looking forn industry experienced professional Chartered Financial Advisers to join their team This business pays extremely well for well qualified Financial Planners who have experience dealing with holistic Financial Planning Ideally we are looking for someone with experience in IHT Taxation and Trusts VCT's and EIS's The client has a great portfolio of clients available that would inherit so there's no need to bring clients Base to £90000 DOE plus generous bonus For more details feel free to call Jason at Astral
Paraplanner - Enderby, Leicestershire Hybrid £35,000-£42,000 + Bonus + Benefits Working pattern: Hybrid - following completion of initial induction and training We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process - producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment. WHAT YOU WILL BE DOING Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given Ensuring all documentation meets the firm's compliance standards before issue Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors Providing technical support on pension and investment queries to the wider advice team and pension consultants Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken Producing bespoke one-off reports and comparisons for complex client cases as required WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - essential Experience working as a Paraplanner in a regulated financial services environment Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Jun 30, 2026
Full time
Paraplanner - Enderby, Leicestershire Hybrid £35,000-£42,000 + Bonus + Benefits Working pattern: Hybrid - following completion of initial induction and training We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets. This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process - producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment. WHAT YOU WILL BE DOING Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given Ensuring all documentation meets the firm's compliance standards before issue Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors Providing technical support on pension and investment queries to the wider advice team and pension consultants Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken Producing bespoke one-off reports and comparisons for complex client cases as required WHAT YOU WILL NEED Diploma in Financial Planning (DipPFS or equivalent) - essential Experience working as a Paraplanner in a regulated financial services environment Strong technical knowledge of pension, investment, and protection products and their application in financial planning
Our client is a highly respected, long-established wealth management firm in London, who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Laura at Financial Divisions
Jun 30, 2026
Full time
Our client is a highly respected, long-established wealth management firm in London, who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Laura at Financial Divisions
Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business. As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business. Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Supportive culture with a strong reputation in the market Long-term career progression opportunities Requirements: Significant paraplanning experience within a financial planning or wealth management environment Previous experience leading, mentoring, or managing paraplanners Strong technical knowledge across pensions, investments, protection, and retirement planning Excellent communication and stakeholder management skills Level 4 Diploma qualified (or working towards Chartered status would be advantageous) If you're interested in learning more about this opportunity, we'd be delighted to arrange a confidential discussion.
Jun 30, 2026
Full time
Paraplanning Manager Our client, a leading wealth and advisory firm, is seeking an experienced Paraplanning Manager to join their growing team. This is an excellent opportunity for a senior paraplanning professional looking to take on a leadership role within a highly regarded and well-established business. As Paraplanning Manager, you will lead and develop the firm's paraplanning function, providing technical oversight, mentoring team members, and ensuring the delivery of high-quality support to financial advisers. You'll play a key role in maintaining standards, improving processes, and contributing to the continued success of the business. Key responsibilities: Managing and developing the paraplanning team Providing technical guidance and quality assurance across client recommendations and reports Supporting advisers with complex financial planning cases Reviewing and enhancing paraplanning processes and workflows Ensuring compliance with regulatory and internal standards What's on offer: Leadership role within a respected and established wealth management firm Opportunity to manage and mentor a team of paraplanners Hybrid working arrangement, including 2 days working from home 27 days annual leave plus bank holidays 9% employer pension contribution Supportive culture with a strong reputation in the market Long-term career progression opportunities Requirements: Significant paraplanning experience within a financial planning or wealth management environment Previous experience leading, mentoring, or managing paraplanners Strong technical knowledge across pensions, investments, protection, and retirement planning Excellent communication and stakeholder management skills Level 4 Diploma qualified (or working towards Chartered status would be advantageous) If you're interested in learning more about this opportunity, we'd be delighted to arrange a confidential discussion.
