15 jobs found

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases

Opportunity - Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection) I have 2 x roles pension focused and 1 x Tax,trust and protection This role is hybrid working ideally 2 days in the office and 3 days at home rand can be based out of any of their offices in Bristol or Cirencester but fully remote may be considered Salary upto £50,000 ddependent on qualifcations and experience, plus upto 25% bonus and unrivalled benefit's which includes Non-Contributory Pension - 10%, (increasing with length of service) , Bonus upto 15% , Share schemes, Private Medical and Dental Insurance plus 28 days holiday plus bank hols and much more. My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do. They are looking for a Technical Advisor to become part of their Technical Connection Advice Framework Helpline team, this is a fantastic opportunity to be part of a well-respected, established department within the company looking to build a new team which offers autonomy and career development. The team provide expert generic and technical support, predominantly via phone, to an agreed high quality and agreed service standards. Main Purpose of Job:• Provide technical support to the Partnership regarding Investments via phone, email and Livechat.• Support the Partnership with the Investments Advice Guidance Framework.• To provide a peerless technical query resolution service, adhering to agreed standards, to Partners to agreed service levels.• Through consultative questioning, help to identify more complex technical Partnership needs and if appropriate refer to a more experienced technician• Personally contribute to the continuous improvement of the technical query resolution service Key Responsibilities of the Job:• Accurately resolve technical queries received via Live Chat, phone, email, ASK and any other digital medium.• Support the delivery of core service as required by the operation.• Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills• Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager• Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place• Maintain professional qualification standards through effective CPD evidencing and recording.• Willing contribution to small scale projects within the division. Requirements of the Job:Job Knowledge:• Good Product knowledge and understanding but this will also be taught•Can competently convey technical information through Live Chat/calls/email/Techlink and any other digital medium to ensure comprehension by intended audience• Ability to apply consultative questioning techniques to analyse the full extent of technical query and provide the appropriate answer• Qualified to Level 4 QCF or equivalent eg. Cii Diploma in Regulated Financial Planning This role is ideal for IFA's, Paraplanner's, IFA Support and compliance professionals as the skills and kwowledge is transferable within this team.

Opportunity - Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection) I have 2 x roles pension focused and 1 x Tax,trust and protection This role is hybrid working ideally 2 days in the office and 3 days at home rand can be based out of any of their offices in Bristol or Cirencester but fully remote may be considered Salary upto £50,000 ddependent on qualifcations and experience, plus upto 25% bonus and unrivalled benefit's which includes Non-Contributory Pension - 10%, (increasing with length of service) , Bonus upto 15% , Share schemes, Private Medical and Dental Insurance plus 28 days holiday plus bank hols and much more. My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do. They are looking for a Technical Advisor to become part of their Technical Connection Advice Framework Helpline team, this is a fantastic opportunity to be part of a well-respected, established department within the company looking to build a new team which offers autonomy and career development. The team provide expert generic and technical support, predominantly via phone, to an agreed high quality and agreed service standards. Main Purpose of Job:• Provide technical support to the Partnership regarding Investments via phone, email and Livechat.• Support the Partnership with the Investments Advice Guidance Framework.• To provide a peerless technical query resolution service, adhering to agreed standards, to Partners to agreed service levels.• Through consultative questioning, help to identify more complex technical Partnership needs and if appropriate refer to a more experienced technician• Personally contribute to the continuous improvement of the technical query resolution service Key Responsibilities of the Job:• Accurately resolve technical queries received via Live Chat, phone, email, ASK and any other digital medium.• Support the delivery of core service as required by the operation.• Takes personal responsibility for improving own technical knowledge, product/process/system knowledge as well as service skills• Ensures that personal coaching and mentoring needs are proactively raised and resolved with line manager• Takes personal responsibility in achieving the quality assurance targets set within the requirements of the QA framework in place• Maintain professional qualification standards through effective CPD evidencing and recording.• Willing contribution to small scale projects within the division. Requirements of the Job:Job Knowledge:• Good Product knowledge and understanding but this will also be taught•Can competently convey technical information through Live Chat/calls/email/Techlink and any other digital medium to ensure comprehension by intended audience• Ability to apply consultative questioning techniques to analyse the full extent of technical query and provide the appropriate answer• Qualified to Level 4 QCF or equivalent eg. Cii Diploma in Regulated Financial Planning This role is ideal for IFA's, Paraplanner's, IFA Support and compliance professionals as the skills and kwowledge is transferable within this team.

Paraplanner Location: Surrey Remote/ Hybrid Working Available Salary: £35,000 - £50,000 DOE Type: Full-Time, Permanent A well-established wealth management firm with over 40 years of history is looking to recruit an experienced Paraplanner to join its growing financial planning team. With ambitious expansion plans and a strong reputation within the industry, this is an excellent opportunity for a technically capable paraplanner to join a collaborative environment where client outcomes and high-quality advice remain the primary focus. The business operates across multiple jurisdictions and provides advisers with comprehensive support, allowing paraplanners to focus on delivering quality research, technical analysis and suitability reports. The Role The successful candidate will support advisers across a broad range of financial planning cases, assisting with both new business and ongoing client review work. Key responsibilities include: Conducting research and technical analysis across pensions, investments, protection and retirement planning Preparing high-quality suitability reports and recommendation documents Supporting advisers with client review meetings and annual review processes Undertaking provider and product research Assisting with cashflow modelling and financial planning analysis Liaising with providers, advisers and support staff to progress cases efficiently Ensuring all work is completed in line with FCA and internal compliance requirements Maintaining accurate records and supporting client servicing activities Candidate Requirements Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments and financial planning Excellent report-writing and research skills Level 6 qualified, Chartered, or working towards Chartered status preferred Strong organisational skills and attention to detail Ability to work both independently and collaboratively within a growing team Professional, client-focused approach What's on Offer Hybrid working arrangement Opportunity to join a respected and growing financial planning business Exposure to a broad range of complex financial planning cases Long-term career progression opportunities 5% employer pension contribution Increasing holiday entitlement with length of service Supportive and collaborative team environment The firm is open to considering both experienced paraplanners and technically strong candidates looking to further develop their career within a high-quality financial planning environment.

Paraplanner Location - Farnham, Surrey (GU9) Hybrid or Remote working Salary - Negotiable - Highly Competitive This is an excellent opportunity for an experienced Paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to clients. You will be providing technical expertise and support to both the Senior Partner and a growing next-generation Adviser through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be invited to attend client meetings and presentations to support the process. You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs. Key Responsibilities: Paraplanner Technical Support Conduct research across pensions, investments, protection, and estate planning solutions Prepare and write clear, compliant, and client-focused suitability reports Analyse existing client arrangements and identify opportunities to enhance current plans Assist with technical queries and financial planning strategies Case Ownership Assist in managing cases from beginning to end, alongside the Advisers and administration team Work closely with the administration team to ensure applications are processed accurately Monitor progress of business submitted and liaise with providers where necessary Ensure all client files and back-office systems are fully updated Financial Planning Support Prepare cashflow models using Voyant Provide analysis with use of Financial Express Analytics Assist with client meeting preparation and post-meeting actions Produce illustrations, product comparisons and supporting documentation Team Collaboration Work closely with Advisers, administration staff, and Practice Manager Help maintain a smooth workflow between advice, paraplanning and administration Contribute to improving processes and efficiencies within the practice About You: Paraplanner We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work. You will have: Experience working in a Paraplanning or Technical Report Writer role Strong suitability report writing skills Good knowledge of pensions, investments, protection, and estate planning St. James's Place experience preferable, but not essential as training can be provided Experience with Voyant is desired Excellent attention to detail and organisational skills The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases

Paraplanner - up to £45,000 - Hybrid We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals. Working closely with advisers, administrators, and investment specialists, you'll play a key role in the financial planning process - from research and analysis to report writing and compliance. Key Responsibilities Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies Prepare and produce suitability reports and supporting documentation for financial advisers Assist in the creation and review of financial plans, cashflow models, and risk assessments Liaise with advisers to understand client objectives and recommend appropriate solutions Ensure reports and advice meet compliance and regulatory standards Keep up to date with legislative and product changes affecting financial planning Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar) Support advisers in client meetings as needed (optional depending on role) Skills & Experience Required Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essential Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm Strong technical knowledge across pensions, investments, tax wrappers, and protection products Excellent attention to detail, organisational and communication skills Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred) Comfortable working independently and collaboratively in a fast-paced environment What's on Offer Competitive salary discretionary bonus Flexible working (hybrid or remote options depending on firm) Continued study support toward Chartered status A supportive, collaborative team environment Exposure to high-net-worth and complex client cases

Paraplanner - Nottingham I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment. As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients. This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements. What will you do? Provide comprehensive support to Wealth Managers and Financial Planners. Produce tailored financial plans that translate client aspirations into clear, actionable strategies. Manage the processing of new and existing business to ensure accuracy and efficiency. Support administrative workflows and monitor progress to maintain high standards and meet deadlines. Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios. Analyse client needs and objectives to help advisors present suitable recommendations. Prepare robust financial plans and analytical reports under the guidance of senior colleagues. Support colleagues with client interactions while developing your understanding of advice processes. What do you need to succeed? Must-have Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products. Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions. A collaborative mindset with the ability to thrive in a dynamic, progressive environment. Benefits Package - Up to £50k We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work-life balance, including: Core Benefits 27 days' holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year's service. Group Income Protection covering 70% of salary in the event of long-term illness or injury. Health Assessments after 6 months' service, plus fertility, pregnancy, parenthood, and menopause support via Peppy. Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family. Access to a discounted shopping scheme featuring offers from over 3,000 retailers. Emergency dependant care, including up to 10 funded sessions per year. Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8 base salary cover. Group Personal Pension Plan (GPPP): 8% employer core contribution Up to 4% matched contributions Salary sacrifice benefits included Optional Flexible Benefits Private medical insurance Dental cover Critical illness cover Personal accident insurance Gym discounts Cycle to Work scheme Savings Plan Share Incentive Plan Season Ticket Loan Green Car Scheme (electric/hybrid vehicle leasing) If you feel your skills set aligns with the above, please do not hesitate to apply below.

Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.

Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.

Job Title/Location: Pensions Project Manager, London/Hybrid or fully remote Salary: £50,000 to £60,000 Office/WFH: Either office based 2 days p/w in London + 3 days p/w WFH, or Remote Requirements: Very strong DB or DC pensions administration experience + prior projects experience, ideally some experience in managing projects or a similar level Role Snapshot: Initiation & delivery of projects to time, cost & scope whilst also supporting the facilitation & prioritisation of business improvement projects. Really positive situation surrounding this expanding business - a number of recent new scheme/business wins leading to the creation of new roles & new teams. The Company: An established pensions business, multiple industry award winners and recognised for their investment in people. This ongoing expansion makes for good development opportunities in terms of learning and progressing within the company. The Role: The Pensions Project Manager is a key member of the Project Management Office (PMO) team and responsible for the delivering projects within the business to support delivering contractual services to members and clients. The Project Manager is also responsible for delivery of internal business improvement projects. A varied range of projects including internal business change, software development, new client implementation & client change projects. Key responsibilities include: Initiation/delivery of projects to time, cost & scope for both internal & external stakeholders. This includes project initiation, planning, monitoring, reporting, risk management & change control. Define project scope & objectives, involving all relevant stakeholders, ensuring technical feasibility. Co-ordinate & monitor internal & external resources to ensure delivery against project objectives, budgets & timescales. Organise, manage & lead internal/external project meetings to deliver status reports & project updates to all stakeholders. Track project performance to analyse the successful completion of all goals. Identify & recommend additional commercial opportunities, inc. post-live projects. Deputise for the Lead Project Manager & represent the team as and when required. Skills / Experience Required: For this Pensions Project Manager role you must possess very strong DB or DC administration experience, have prior experience of pension projects, ideally from a management perspective and be PRINCE2 qualified, or equivalent. Additional Information: Salary for the Pensions Project Manager role is to £60,000 + professional study support & company pension. The average working week is 2 days office & 3 days WFH if office based. For those outside of the South-East, there is an option to work the role remotely. Please apply below. The Pensions Project Manager role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.