Grove Talent Solutions
Chipping Norton, Oxfordshire
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements and Hybrid working Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
Jul 01, 2026
Full time
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements and Hybrid working Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
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
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Jul 01, 2026
Full time
The Role: On behalf of our client, we are seeking a Paraplanner. This role is focused on cash-flow modelling, research and client strategy documentation. The Paraplanner works closely with the Head of Paraplanning and financial advisers. The role involves handling confidential client information, preparing strategy documents, and providing analytical support for cash-flow modelling and research click apply for full job details
Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
Jul 01, 2026
Full time
Trainee Financial Administrator Location: Barnet, North London Salary: £25,000 - £30,000 + Benefits Full-Time Permanent Start Your Career in Financial Services A fantastic opportunity has arisen for a Trainee Financial Administrator to join a successful and growing Independent Financial Adviser (IFA) practice in Barnet. This role is ideal for a recent graduate, school leaver, or someone looking to begin a career in financial planning. Full training will be provided, alongside study support towards professional qualifications. Key Responsibilities Providing administrative support to the Adviser and Paraplanner Processing new business applications Preparing client documentation and review packs Updating and maintaining client records Liaising with clients, providers, and platforms Assisting with onboarding new clients Managing correspondence and diary scheduling Supporting the day-to-day running of the office About You Strong communication and interpersonal skills Excellent attention to detail Good organisational and time-management abilities Proficient in Microsoft Office Positive attitude and willingness to learn Interest in financial services and wealth management Previous office experience is beneficial but not essential What's on Offer? Salary £25,000 - £30,000 Full training provided Study support towards the CII Diploma in Financial Planning Mentoring from experienced financial planning professionals Clear career path into Financial Administration, Paraplanning, and Financial Advice Supportive and collaborative team environment Career Development This role is designed for individuals who want to build a long-term career within financial planning. The firm is committed to investing in its people and will provide structured development opportunities, professional qualifications, and ongoing support to help you progress within the business. If you're looking for your first step into the financial planning profession and want to join a firm that values development and progression, we'd love to hear from you.
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
Jul 01, 2026
Full time
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team. This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available, this role is ideal for someone who is ambitious and keen to build a long-term career in financial planning. The Role Working closely with Financial Adviser and Paraplanners, you'll play a key role in ensuring clients receive an exceptional level of service while supporting the end-to-end financial planning process. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and meeting packs. Processing new business across pensions, investments, protection and ISAs. Liaising with providers, clients and third parties to obtain information and progress cases. Managing client records and ensuring all information is accurate and compliant. Preparing suitability report information and supporting the advice process. Monitoring applications through to completion and keeping clients updated. Ensuring all work is completed in line with FCA and internal compliance standards. About You We're looking for someone who has: Previous experience as a Financial Planning Administrator within an IFA or Wealth Management environment. A strong understanding of pensions, investments and financial planning administration. Excellent organisational skills with strong attention to detail. The ability to manage multiple tasks and prioritise effectively. Excellent communication and client service skills. Experience using financial planning back-office systems (desirable). If you're an experienced Financial Planning Administrator looking for your next challenge with genuine opportunities to progress your career, we'd love to hear from you. £30,000 - £40,000 DOE Apply today for a confidential discussion.
An established and growing independent financial advisory firm based in North West London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
Jul 01, 2026
Full time
An established and growing independent financial advisory firm based in North West London is seeking an experienced Independent Financial Adviser to join its supportive and collaborative team. The firm provides holistic financial planning advice across Mortgages, Protection, Investments, Retirement, Wills and Inheritance Tax Planning, with a strong focus on quality advice and long-term relationships. The role offers: Basic salary up to £60,000 x2 validation Annual bonus on target achievement Supportive team culture and positive working environment Independent, whole-of-market advice The ideal candidate will have: Level 4 Diploma qualification Experience providing holistic financial advice A client-focused, ethical approach Strong communication skills and a team-oriented mindset This is an excellent opportunity for an IFA looking to join a firm where culture, support, and quality advice are genuinely valued. To apply please contact Sam at Financial Divisions.
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jul 01, 2026
Full time
IFA Administrator (1-2 Years' Experience) Location: Location Salary: 25,000- 32,000 DOE Job Type: Full-time, Permanent The Opportunity We are seeking a detail-oriented and organised IFA Administrator to join a growing financial planning firm. This is an excellent opportunity for someone with 1-2 years of experience within financial services who is looking to develop their career in a supportive and professional environment. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client documentation and application forms. Processing new business submissions and monitoring progress through to completion. Liaising with clients, providers, and third parties to obtain information and updates. Maintaining accurate client records and ensuring all documentation is compliant. Scheduling client meetings and managing adviser diaries. Producing valuations, review packs, and client correspondence. Assisting with ongoing servicing and annual review processes. Requirements 1-2 years' experience in an IFA, wealth management, or financial planning administration role. Good understanding of pensions, investments, and protection products. Strong organisational skills and attention to detail. Excellent communication skills, both written and verbal. Proficient in Microsoft Office and CRM/back-office systems. Ability to prioritise workload and work effectively within a team. Desirable Progress towards or an interest in studying for the CII Diploma in Financial Planning. Experience using platforms such as Intelligent Office, Xplan, or similar systems. Benefits Competitive salary and annual bonus. Pension contribution. Study support for professional qualifications. Ongoing training and career development opportunities. Generous holiday allowance. Friendly and collaborative working environment. To apply, please submit your CV today to learn more about this exciting opportunity within a respected financial planning firm. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Study Support Clear Career Progression! Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management. The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner. The Opportunity Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include: Assisting with client research and analysis Supporting cashflow modelling and financial planning reports Preparing client review documentation and meeting packs Gathering and maintaining client information Liaising with providers and investment platforms Assisting with suitability reports and recommendations Supporting Financial Planners with ongoing client reviews Maintaining accurate records and ensuring regulatory compliance What's on Offer? Competitive salary Full study support towards professional qualifications, Diploma Level 4 Structured career development Ongoing mentoring from experienced team Exposure to complex financial planning cases Excellent pension and wider benefits package Genuine long-term career progression opportunities Candidate Requirements Strong attention to detail Excellent written and verbal communication skills Good analytical and problem-solving abilities Strong organisational skills A genuine interest in financial planning and wealth management Desirable Existing experience within financial services, pensions, investments, mortgages Some progress towards the CII Diploma in Financial Planning Knowledge of financial planning processes and products Why Apply? This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond. Please apply to us here at Recruit Wealth for an immediate response.
Jun 30, 2026
Full time
Study Support Clear Career Progression! Are you looking to build a long-term career in financial planning? Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management. The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning. This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner. The Opportunity Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role. Key responsibilities will include: Assisting with client research and analysis Supporting cashflow modelling and financial planning reports Preparing client review documentation and meeting packs Gathering and maintaining client information Liaising with providers and investment platforms Assisting with suitability reports and recommendations Supporting Financial Planners with ongoing client reviews Maintaining accurate records and ensuring regulatory compliance What's on Offer? Competitive salary Full study support towards professional qualifications, Diploma Level 4 Structured career development Ongoing mentoring from experienced team Exposure to complex financial planning cases Excellent pension and wider benefits package Genuine long-term career progression opportunities Candidate Requirements Strong attention to detail Excellent written and verbal communication skills Good analytical and problem-solving abilities Strong organisational skills A genuine interest in financial planning and wealth management Desirable Existing experience within financial services, pensions, investments, mortgages Some progress towards the CII Diploma in Financial Planning Knowledge of financial planning processes and products Why Apply? This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers. You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities Conduct provider and product research, including fund performance and risk analysis Carry out cashflow modelling using tools such as FE Analytics or similar Prepare bespoke, compliant suitability reports tailored to individual client needs Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions Support advisers and senior staff with technical analysis and evidence-based recommendations Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies Take ownership of your workflow, meeting deadlines and service level agreements Communicate effectively with clients and colleagues via phone, email, and written correspondence Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: Proven experience in a paraplanning role within financial services Strong technical knowledge of pensions, investments, and retirement planning Demonstrable experience in report writing and producing high-quality suitability reports Ability to extract and interpret key information from Fact Finds Experience with: Fund performance and risk analysis Cashflow modelling Financial platforms and providers (desirable) A client-focused approach, with a commitment to delivering an excellent service Exceptional attention to detail and a strong understanding of compliance standards Excellent organisational and time management skills, with the ability to manage a high workload under pressure Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience with Curo (or similar systems) is advantageous Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) - completed or working towards Benefits Salary up to £41,200 per annum Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) 33 days annual leave (including Bank Holidays), increasing with service 10% non-contributory pension Option to make additional personal pension contributions via salary sacrifice Life assurance (4x salary) Professional development and study support opportunities Employee Assistance Programme via Aviva Smart Health Work anniversary recognition scheme Free on-site parking Complimentary fresh fruit and cereal Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we'd love to hear from you.
Jun 30, 2026
Full time
Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities Conduct provider and product research, including fund performance and risk analysis Carry out cashflow modelling using tools such as FE Analytics or similar Prepare bespoke, compliant suitability reports tailored to individual client needs Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions Support advisers and senior staff with technical analysis and evidence-based recommendations Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies Take ownership of your workflow, meeting deadlines and service level agreements Communicate effectively with clients and colleagues via phone, email, and written correspondence Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: Proven experience in a paraplanning role within financial services Strong technical knowledge of pensions, investments, and retirement planning Demonstrable experience in report writing and producing high-quality suitability reports Ability to extract and interpret key information from Fact Finds Experience with: Fund performance and risk analysis Cashflow modelling Financial platforms and providers (desirable) A client-focused approach, with a commitment to delivering an excellent service Exceptional attention to detail and a strong understanding of compliance standards Excellent organisational and time management skills, with the ability to manage a high workload under pressure Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience with Curo (or similar systems) is advantageous Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) - completed or working towards Benefits Salary up to £41,200 per annum Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) 33 days annual leave (including Bank Holidays), increasing with service 10% non-contributory pension Option to make additional personal pension contributions via salary sacrifice Life assurance (4x salary) Professional development and study support opportunities Employee Assistance Programme via Aviva Smart Health Work anniversary recognition scheme Free on-site parking Complimentary fresh fruit and cereal Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we'd love to hear from you.
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
Associate Paraplanner A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
Jun 30, 2026
Full time
Associate Paraplanner A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning , has experience writing suitability or recommendation reports , and is now looking for increased responsibility, technical exposure, and a clear route for progression. Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Jun 30, 2026
Full time
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established 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. 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 client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging 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 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 ApplyIf 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
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established 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. 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 client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging 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 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 ApplyIf 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.
PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company You'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include becoming the main Administrator for the adviser instead of outsourcing the responsibilities - full exam support and development provided if desired The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Jun 30, 2026
Full time
PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company You'll become the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role and will require working autonomously, whilst also benefiting from a friendly and sociable office environment shared with several other professional businesses. The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include becoming the main Administrator for the adviser instead of outsourcing the responsibilities - full exam support and development provided if desired The adviser is looking for someone who wants to build a long-term career and grow with the business over time. What We're Looking For You'll likely have: Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home, Office in Richmond Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
Jun 30, 2026
Full time
Step into a pivotal paraplanning role within a growing financial services operation The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration. Salary up to £50,000 + hybrid working 3 days in the office and 2 from home, Office in Richmond Accelerated professional growth with exposure to complex cases and regulatory standards Greater independence in workload management, backed by a supportive team Structured development with access to training, mentoring, and career coaching Flexible working arrangements and an inclusive, energetic culture Responsibilities Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation Collaborate with advisers to tailor recommendations and draft client-ready reports Maintain accurate client records, ensure regulatory compliance, and support annual reviews Contribute to process improvements to streamline case management and documentation Assist with project work and ad-hoc analysis as required by the team Candidate profile A proven track record in financial planning support, within paraplanning Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material Proactive, collaborative, and adaptable with a genuine interest in learning and growth Excellent communication and teamwork capabilities
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Jun 30, 2026
Full time
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment. This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly . Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice. The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports . The Role Analyse complex client circumstances, objectives, and risk profiles Conduct detailed research across pensions, investments, and protection solutions Produce cashflow modelling and technical analysis to support advice strategies Prepare high-quality, compliant suitability and recommendation reports Work closely with advisers, constructively challenging recommendations where appropriate Maintain accurate and up-to-date client records on back-office systems The Ideal Candidate GCSEs (or equivalent) including English and Maths Studying towards or holding the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Strong, demonstrable experience writing suitability and recommendation reports Confident technical knowledge across pensions, investments, and protection Corporate or employee benefits exposure is beneficial but not essential Why This Role A clear focus on technical depth and complex planning work A collaborative culture where paraplanners' expertise is valued Supportive management and realistic workloads Hybrid and agile working model Ongoing professional development with salary increases linked to qualifications The Package Competitive salary Generous holiday allowance with holiday trading options Employer pension contributions based on total earnings Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
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.
