281 jobs found

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Senior Paraplanner (Chartered) - London Hybrid Working - 3 Days Office / 2 Days Home Basic Salary: £65,000-£75,000 Are you a Chartered Paraplanner ready to take the next step in a truly technical, high-quality Independent IFA environment? We're working with a highly respected Independent Financial Advisory firm seeking an experienced Senior Paraplanner to join their growing team. This is an outstanding opportunity for a technically strong professional who thrives on complex cases and delivering exceptional client outcomes. The Role As a Senior Paraplanner, you will work closely with Financial Planners, providing detailed technical support across a broad range of wealth management areas. This is not a process-driven, report-factory role - you'll be heavily involved in complex planning and high-net-worth strategies. Key Requirements Chartered status (essential) Minimum 5 years' experience as a Senior Paraplanner within an Independent IFA firm Strong technical expertise in: Venture Capital Trusts (VCTs) Enterprise Investment Schemes (EIS) Business Relief Complex tax planning Pensions & investment strategies Experience dealing with high-net-worth clients Ability to work independently while supporting Advisers at a senior level What's on Offer £65,000-£70,000 basic salary Hybrid working (3 days office / 2 days home) High-quality, technically challenging work Supportive, professional environment Clear long-term career progression This is an excellent opportunity for a career-focused paraplanner who enjoys the technical side of financial planning and wants to be valued as a key part of the advisory team. If you'd like to have a confidential discussion, please get in touch.

We are currently recruiting for a boutique financial planning firm in Amersham who are looking to recruit a Paraplanner. The position will be suitable for someone who has a minimum of 2 years of background in Paraplanning, and working towards or at Diploma Level 4 Qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection. Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date. You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude. Main Tasks and Responsibilities Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis All business related administrative duties Personal Requirements A team player who enjoys a collaborative environment as well as ability to be self- motivated whilst remote working Highly industrious and pro-active approach with the ability to anticipate Adviser needs Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client s best interests Highly positive and personable individual who can stay calm under pressure Open and approachable demeanour with solid communication skills This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any informationThis Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.

We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection. Responsibilities: Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice. You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources. Experience: The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions. This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing. Candidates need to have excellent communication, presentation and business development skills. Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential. In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme

An established and growing independent financial advisory firm based in North West London is seeking a Qualified Paraplanner to join its supportive and collaborative team. The role will involve providing high-quality technical and report-writing support 3 advisers across investments, pensions, protection, and retirement planning, helping to deliver tailored, compliant advice to clients. The role offers: Salary up to £50,000 (dependent on experience) Supportive team culture and positive working environment Exposure to holistic, whole-of-market financial planning Opportunity to develop within a stable and growing firm The ideal candidate will have: Level 4 Diploma (or equivalent) qualification Paraplanning experience within an IFA environment Strong technical knowledge and attention to detail Excellent communication skills and a collaborative approach An excellent opportunity for a Paraplanner looking to work in a firm that values quality, teamwork, and long-term career development. To apply please contact Sam at Financial Divisions.

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing roles Supportive, close-knit team - you'll be part of a collaborative environment where your development is prioritised Exposure to high-quality advice work with experienced advisers A business that genuinely invests in its people and long-term careers Working Pattern Harrow-based office Hybrid working available (typically 2-3 days from home) Flexible and understanding culture Package Up to £50,000 basic salary (depending on experience) Study support for further qualifications Clear progression pathway into advising Stability within a growing IFA firm Requirements Level 4 Diploma in Financial Planning (CII) - essential Experience in a paraplanning role within an IFA firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Ambition to progress into an Adviser role The Ideal Candidate You'll be someone who enjoys the technical side of financial planning but also has the ambition and interpersonal skills to step into a client-facing role over time.

Due to a period of extended growth, an award-winning independent Pensions consultancy and Trustee secretarial firm is currently looking for an experienced Governance Consultant to join their growing business. If you have proven experience of providing Pension consultancy, governance advice, administration and/or Trustee secretarial services and support to clients on their DB and DC Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pension, DIS cover and performance-related bonuses. There is also a degree of flexible, remote working on offer for this role. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Associate Wealth Manager/Junior Financial Planner Northampton £40,000 - £50,000 DOE + Discretionary Bonus Clear Path to Advising Study Support to Chartered PMI, IP, DIS Gym Membership Onsite Parking Generous Pension The Opportunity We are working with a growing and highly ambitious Chartered Wealth Management firm is seeking an Associate Wealth Manager to join its Northampton-based team. This is a unique opportunity for an experienced Paraplanner or Associate Adviser looking to take the next step towards becoming a Financial Planner. You'll receive structured mentoring, technical training and client exposure, with a clear pathway into a Wealth Manager position. Working closely with Senior and Chartered Wealth Managers, you will play a key role in supporting the advice process, preparing recommendations, conducting research and attending client meetings whilst developing your own client-facing skills to inherit clients in the near future. About You Diploma qualified, ideally working towards Chartered Experience within a Paraplanning or similar technical financial planning role Strong understanding of pensions, investments and financial planning solutions Excellent attention to detail and report-writing skills Ambitious, professional and keen to progress towards a client-facing advisory career Strong communication and relationship-building skills This role offers a genuine route into Financial Planning, with a structured development programme designed to help you build technical expertise, gain client exposure and ultimately progress into a Wealth Manager position. You'll join a collaborative environment where personal development is actively encouraged and supported.

We're partnering with a well-established, client-focused financial services organisation who are looking to appoint an experienced Team Manager to lead their Client Experience team - consisting of Paraplanners and IFA Administrators. This is a brilliant opportunity for a confident and people-focused leader to take ownership of a high-performing team that plays a vital role in supporting financial planning advisers and delivering an exceptional end-to-end client experience. You'll be joining a business that genuinely values service excellence, continuous improvement and developing its people - where your leadership will directly shape how clients experience the organisation every day. The Role As Team Manager, you'll be responsible for leading, coaching and developing a mix team of Paraplanners and IFA Administrators who support advisers and clients across a range of financial planning activities. You'll ensure the smooth running of daily operations, maintaining high standards across client communication, workflow management and service delivery, while also driving engagement, performance, and continuous improvement within your team. This is a role where you'll need to balance people leadership with operational oversight - keeping a close eye on SLAs, quality, and capacity while creating a supportive, high-energy team culture. About You We're looking for someone who brings: Minimum 3 years' experience in a financial planning/wealth or wider financial services environment - within a similar position Previous experience leading or supervising a team A strong understanding of workflows, SLAs and performance management Excellent coaching, communication and organisational skills Confidence using CRM and scheduling systems A calm, solutions-focused approach to problem solving The ability to lead through change while keeping teams engaged and motivated A Diploma in Financial Planning (or working towards) would be advantageous, but is not essential. What's in It for You Salary up to £45,000 Discretionary bonus scheme Hybrid working - 3 days in the office & 2 days working from home Full company benefits package The chance to lead a key operational team within a growing financial planning business Genuine opportunity to shape service delivery and make a visible impact Supportive leadership culture with a strong focus on development If you're a hands-on leader who enjoys improving processes, developing people and delivering exceptional client service within a financial planning environment, this is a fantastic opportunity to step into a visible and influential role.

Chartered Paraplanner Location: Hybrid (3 days in the office) Salary: £45,000 - £55,000 Working Hours: Flexible, 35-hour week (9:00am - 5:30pm) This is an excellent opportunity for a Chartered professional looking to play a key role within a collaborative business that is committed to delivering high-quality financial planning and supporting ongoing professional development. The Role Working closely with the firm's Financial Planners, you will be responsible for producing high-quality suitability reports, conducting complex technical research, analysing pensions, investments and tax planning strategies, and providing technical support to advisers. You will play an integral role in ensuring clients receive compliant, well-researched and tailored financial planning solutions. Requirements Chartered Financial Planner status (or equivalent Chartered qualification). Previous experience working as a Paraplanner within a financial planning firm. Excellent technical knowledge of pensions, investments, protection and wider financial planning. Strong report writing, research and analytical skills. High attention to detail with a thorough understanding of FCA regulations and compliance. Experience using Intelligent Office (IO) is preferred but not essential. What's on Offer Salary range of £45,000 - £55,000 . Hybrid working with 3 days in the office . Flexible working hours within a 35-hour working week . A supportive environment with opportunities for continued professional development and career progression. Interview Process The first interview will ideally be face-to-face , although a Teams interview can be arranged if required and will focus primarily on personality and cultural fit. Successful candidates will then be invited to a second face-to-face interview .

Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front click apply for full job details

Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary 30,000 - 34,000 (depending on experience) About the Role Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems. Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes. The Role This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing. The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning. Key Responsibilities Assist financial advisers in preparing: Suitability reports Financial recommendations Conduct research across pensions, investments, protection, and retirement planning Maintain accurate and compliant client records across internal systems and provider platforms Ensure all client files meet regulatory and compliance standards Support administration tasks relating to new business submissions Client onboarding Ongoing servicing and reviews Action client-related transactions (e.g. contributions, withdrawals, fund switches) Collaborate with advisers and the wider team to deliver a seamless client experience Monitor provider updates and regulatory changes relevant to recommendations Develop technical knowledge of financial planning products and advice processes Requirements (Essential) Minimum 3+ years' experience within a financial services administration or financial advisory environment Strong understanding of financial services processes and client life cycle Solid administrative background with excellent organisational skills High level of attention to detail and accuracy Strong written communication skills, particularly for report preparation Ability to work independently in a remote environment Strong time management skills with the ability to prioritise workload Desirable Skills & Experience Exposure to paraplanning or report writing Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT) Experience using financial planning or workflow systems Personal Attributes Self-motivated and proactive Resilient and able to manage busy periods (e.g. tax year-end) Comfortable working in a structured yet autonomous environment Eager to learn and develop within financial services Working Pattern & Environment Fully remote working model Occasional travel to Sheffield required for team meetings, training, and collaboration Structured workflow system with task allocation based on complexity and timelines Regular team development sessions, including technical and process training What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin click apply for full job details

Level 4 Diploma Qualified Paraplanner Location: Stokenchurch Working pattern: Hybrid (3 days in the office) Salary: £35,000 - £40,000 Working Hours: Flexible, 35-hour week (9:00am - 5:30pm) We are working with a well-established and growing financial planning firm that is looking to recruit a Level 4 Diploma Qualified Paraplanner to join its experienced and collaborative team. This is an excellent opportunity for a technically competent paraplanner looking to work alongside a team of experienced financial planners in a business that values quality advice, teamwork and professional development. The Role Working closely with the firm's Financial Planners, you will be responsible for producing high-quality suitability reports, carrying out technical research, preparing recommendations, analysing investment and pension solutions, and ensuring all work is completed in line with FCA requirements. You will play a key role in supporting advisers to deliver exceptional outcomes for clients. Requirements Level 4 Diploma in Regulated Financial Planning (or equivalent) completed. Previous experience working as a Paraplanner within a financial planning firm. Strong technical knowledge of pensions, investments and protection. Excellent report writing, research and analytical skills. High attention to detail and a strong understanding of compliance. Experience using Intelligent Office (IO) is preferred but not essential. What's on Offer Salary range of £35,000 - £40,000 Hybrid working with 3 days in the office . Flexible working hours within a 35-hour working week . A supportive environment with opportunities for continued professional development and career progression. Interview Process The first interview will ideally be face-to-face , although a Teams interview can be arranged if required and will focus primarily on personality and cultural fit. Successful candidates will then be invited to a second face-to-face interview .

Financial Adviser Location: Working pattern: Hybrid (3 days in the office) Salary: £80,000 Working Hours: Flexible, 35-hour week (9:00am - 5:30pm) We are working with a well-established and growing financial planning firm that is looking to recruit an experienced Financial Adviser to join its expanding team. This is an excellent opportunity to inherit an established client bank while also being rewarded for developing new business. You will join a collaborative environment supported by an experienced team of paraplanners and administrators, allowing you to focus on delivering high-quality financial advice and building long-term client relationships. The Role You will be responsible for managing an existing client bank generating approximately £400,000 in recurring income , providing holistic financial planning advice across pensions, investments and protection. Alongside servicing existing clients, you will also have the opportunity to develop new business, with an attractive remuneration structure in place to reward growth. Requirements Previous experience as a Financial Adviser within a financial planning firm. Level 4 Diploma in Regulated Financial Planning (or equivalent). Strong technical knowledge across pensions, investments and protection. Excellent relationship-building and communication skills. A client-focused approach with the ability to identify and develop new business opportunities. Experience using Intelligent Office (IO) is preferred but not essential. What's on Offer Salary of £80,000 . An existing client bank generating approximately £400,000 in recurring income . 20% validation basis . 25% paid on first-year new business. 35% paid on brand-new self-generated clients. Hybrid working with 3 days in the office . Flexible working hours within a 35-hour working week . A supportive environment with opportunities for continued professional development and career progression. Interview Process The first interview will ideally be face-to-face , although a Teams interview can be arranged if required and will focus primarily on personality and cultural fit. Successful candidates will then be invited to a second face-to-face interview .

A well-established wealth management firm is looking to appoint an Associate Financial Planner within its Berkshire office. This role would suit either a Level 4 qualified Paraplanner looking to move into advice or a junior Financial Adviser seeking a supportive environment to continue developing their career. The successful individual will work with an existing client bank and, following the firm's internal sign-off process, will begin advising clients and conducting review meetings. The focus is initially on servicing existing clients, with the opportunity to progress into a full Financial Planner position over time. The business offers a clear career path, strong support infrastructure and excellent long-term progression opportunities. The role: Advising and servicing an existing client base Conducting client review meetings Preparing and presenting suitable recommendations Working alongside experienced Financial Planners and support staff Progressing towards a Financial Planner role Requirements: Level 4 Diploma qualified (or close to completion) Experience within financial planning, paraplanning or wealth management Strong communication and interpersonal skills Desire to build a long-term career in financial planning Package: Salary up to £55,000 Discretionary bonus Full benefits package Structured progression and development support This is an excellent opportunity for someone looking to take the next step into advice with a highly regarded wealth management business.