Are you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals? A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley. This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career. Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you'll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning. The Opportunity • Salary up to £40,000 depending on experience • Fully funded professional qualifications and ongoing study support • Structured mentoring and development from experienced colleagues • Direct exposure to Advisers and the full financial planning process • Prestigious office environment in Bromley Old Town Hall • Clear long-term career progression opportunities • Supportive and collaborative team culture Key Responsibilities • Preparing suitability reports and recommendation letters • Conducting research across pensions, investments and protection products • Supporting Advisers with technical and administrative aspects of client cases • Reviewing existing arrangements and analysing recommendations • Assisting with financial planning and report preparation • Ensuring documentation remains compliant and FCA-aligned About You • Minimum 12 months' experience within a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge of financial planning products and solutions • Excellent written communication skills • Organised, detail-oriented and able to manage multiple priorities • Ambitious and keen to continue developing professionally This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you'll have the opportunity to accelerate your career within a close-knit and experienced team. To apply or find out more, please get in touch for a confidential discussion
Jul 07, 2026
Full time
Are you a Paraplanner looking for a role where you can continue developing your technical expertise whilst working alongside experienced financial planning professionals? A growing and highly respected Financial Planning firm is seeking a Paraplanner to join its collaborative team based in Bromley. This opportunity would suit an individual with at least 12 months of paraplanning experience who has achieved, or is working towards, their Level 4 Diploma and is looking to take the next step in their career. Working closely with Financial Advisers, a Senior Paraplanner and a Junior Paraplanner, you'll gain exposure to a wide range of financial planning cases whilst developing your technical knowledge across pensions, investments, protection and retirement planning. The Opportunity • Salary up to £40,000 depending on experience • Fully funded professional qualifications and ongoing study support • Structured mentoring and development from experienced colleagues • Direct exposure to Advisers and the full financial planning process • Prestigious office environment in Bromley Old Town Hall • Clear long-term career progression opportunities • Supportive and collaborative team culture Key Responsibilities • Preparing suitability reports and recommendation letters • Conducting research across pensions, investments and protection products • Supporting Advisers with technical and administrative aspects of client cases • Reviewing existing arrangements and analysing recommendations • Assisting with financial planning and report preparation • Ensuring documentation remains compliant and FCA-aligned About You • Minimum 12 months' experience within a Paraplanning role • Level 4 Diploma qualified or actively working towards completion • Strong technical knowledge of financial planning products and solutions • Excellent written communication skills • Organised, detail-oriented and able to manage multiple priorities • Ambitious and keen to continue developing professionally This is an excellent opportunity to join a growing financial planning business where your contribution will be visible, your development will be supported, and you'll have the opportunity to accelerate your career within a close-knit and experienced team. To apply or find out more, please get in touch for a confidential discussion
Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Richmond office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 ish plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Jul 07, 2026
Full time
Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Richmond office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 ish plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Mortgage Broker - Spanish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Spanish-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients who genuinely value your expertise? The Opportunity Join a respected London brokerage with exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll work with a well-established HNW and UHNW client base, including a strong pipeline of Spanish investors purchasing UK and international property. This role offers exposure to prime and super-prime London transactions, complex income structures, private bank lending and international travel to meet clients and introducers across Spain and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Spanish-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure full FCA compliance and accurate case management Liaise with lenders, solicitors, wealth partners and internal teams Participate in international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Spanish and English Experience with international clients or overseas income beneficial Strong understanding of UK mortgage regulation and lender criteria Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) Realistic OTE £100k+ Access to HNW/UHNW clients and elite lender relationships High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Spanish Speaking Mortgage Broker, Spanish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Spanish Investors UK Property
Jul 07, 2026
Full time
Mortgage Broker - Spanish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Spanish-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients who genuinely value your expertise? The Opportunity Join a respected London brokerage with exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll work with a well-established HNW and UHNW client base, including a strong pipeline of Spanish investors purchasing UK and international property. This role offers exposure to prime and super-prime London transactions, complex income structures, private bank lending and international travel to meet clients and introducers across Spain and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Spanish-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure full FCA compliance and accurate case management Liaise with lenders, solicitors, wealth partners and internal teams Participate in international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Spanish and English Experience with international clients or overseas income beneficial Strong understanding of UK mortgage regulation and lender criteria Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) Realistic OTE £100k+ Access to HNW/UHNW clients and elite lender relationships High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Spanish Speaking Mortgage Broker, Spanish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Spanish Investors UK Property
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Jul 07, 2026
Full time
Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.
Senior Paraplanner Woking, Surrey £50,000 - £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
Jul 07, 2026
Full time
Senior Paraplanner Woking, Surrey £50,000 - £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Senior Paraplanner position, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
Trainee Financial Planner - £40m Client Bank Provided Salary £42k + Excellent Bonus + Hybrid/Flexible Working Location: Somerset An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role. What's on Offer Very competitive salary depending on experience Excellent bonus structure Client bank of approximately £40m AUM inherited from a retiring Adviser Full training and development into a Financial Planner role Dedicated Administrator and full paraplanning support Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and adviser trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified (or close to completion) Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career. If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions:
Jul 07, 2026
Full time
Trainee Financial Planner - £40m Client Bank Provided Salary £42k + Excellent Bonus + Hybrid/Flexible Working Location: Somerset An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role. What's on Offer Very competitive salary depending on experience Excellent bonus structure Client bank of approximately £40m AUM inherited from a retiring Adviser Full training and development into a Financial Planner role Dedicated Administrator and full paraplanning support Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and adviser trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified (or close to completion) Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career. If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions:
Trainee Financial Planner - £40m Client Bank Provided Salary £42k + Excellent Bonus + Hybrid/Flexible Working Location: Bristol An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role. What's on Offer Very competitive salary depending on experience Excellent bonus structure Client bank of approximately £40m AUM inherited from a retiring Adviser Full training and development into a Financial Planner role Dedicated Administrator and full paraplanning support Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and adviser trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified (or close to completion) Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career. If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions: .
Jul 07, 2026
Full time
Trainee Financial Planner - £40m Client Bank Provided Salary £42k + Excellent Bonus + Hybrid/Flexible Working Location: Bristol An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational wealth planning, with a strong emphasis on building long-term relationships and delivering exceptional client outcomes. Our client has invested heavily in technology, training and adviser support, allowing Financial Planners to focus on client relationships and financial planning. Once established in the role, you will benefit from genuine flexibility and autonomy, with the freedom to work in a way that best suits you and your clients. The business places a strong emphasis on work-life balance, wellbeing and career development, supported by an outstanding benefits package and a collaborative company culture. You will receive a dedicated Administrator, full paraplanning support and access to a highly experienced Training & Competence function to support your transition into an Adviser role. What's on Offer Very competitive salary depending on experience Excellent bonus structure Client bank of approximately £40m AUM inherited from a retiring Adviser Full training and development into a Financial Planner role Dedicated Administrator and full paraplanning support Full study support towards Chartered status, including study days for exams Flexible and hybrid working environment Genuine autonomy and adviser trust Excellent Training & Competence support AI support in place to reduce administration and increase efficiency Benefits 26 days holiday plus bank holidays Private Medical Insurance Private GP service Health Cash Plan Income Protection Life Assurance (4x salary) Employee Assistance Programme Pension (6% employer / 3% employee contribution) Full study support towards Chartered status Excellent company culture with regular social and networking events Who They're Looking For Level 4 Diploma qualified (or close to completion) Experienced Paraplanner looking to transition into advice, or an existing Trainee Adviser seeking the next step Strong technical knowledge and a genuine passion for financial planning Excellent communication and relationship-building skills Individuals seeking a long-term opportunity within a supportive and growing independent firm This is a rare opportunity to join a highly supportive independent business that invests heavily in its people, technology and long-term career development. With a substantial client bank provided from day one and a clear pathway into a Financial Planner role, this position offers an exceptional platform on which to build a successful advisory career. If you are an experienced Paraplanner or Trainee Adviser looking to accelerate your progression within a high-quality independent financial planning firm, please send your CV to Harry at Financial Divisions: .
£40,000 - £50,000 Basic Salary + Bonus + Comprehensive Benefits Career Defining Opportunity Adviser Training Programme Competent Adviser Status Within 12-18 Months This is a rare opportunity for an ambitious and technically capable Paraplanner to join a highly respected Chartered Financial Planning firm and embark on a structured pathway into financial advice. Our client is an established Chartered Wealth Management practice based near Guildford, providing sophisticated financial planning advice to high-net-worth individuals, families, trusts and business owners across London and the South East. Having successfully supported the growth of this business over several years and placed multiple professionals into the firm, we have witnessed first-hand their commitment to staff development, client excellence and long-term growth. As part of their continued expansion plans, the Directors are seeking a Paraplanner who has genuine aspirations to become a Financial Adviser. They are committed to investing significant time, training and resources into the successful individual, with the objective of achieving Competent Adviser Status and transitioning into an advisory role within approximately 12-18 months. The Opportunity Working closely with Senior Advisers and Directors, you will gain exposure to all aspects of holistic financial planning while developing the technical and client-facing skills required to become a successful Financial Adviser. Your responsibilities will include: • Conducting financial planning research and technical analysis • Preparing high-quality suitability reports and recommendations • Supporting advice across pensions, investments, retirement planning, tax planning and inheritance tax strategies • Producing cashflow modelling reports and financial planning projections • Attending client meetings alongside Senior Advisers • Assisting with complex client cases and planning strategies • Building relationships with high-net-worth and ultra-high-net-worth clients • Progressing towards Competent Adviser Status through structured mentoring and training This role offers exposure to a sophisticated client base, with many clients holding investable assets between £500,000 and £1 million, alongside several ultra-high-net-worth households with assets exceeding £30 million. Requirements • Minimum 2 years' experience within a Paraplanning role • Strong technical knowledge of financial planning and wealth management • Experience writing suitability reports independently • Knowledge of pensions, investments, retirement planning, tax planning and estate planning • Experience using cashflow modelling tools • Level 4 Diploma qualified or actively working towards completion • Ambition to progress into a Financial Adviser role • Excellent communication and relationship-building skills What's on Offer • £40,000 - £50,000 basic salary, with flexibility for exceptional candidates • Discretionary annual bonus • Private Medical Insurance • BUPA healthcare scheme access • 25 days holiday plus bank holidays • Death in Service benefit • Pension scheme • Structured adviser training programme • Mentorship from highly experienced Chartered Financial Planners • Clear pathway to achieving Competent Adviser Status within 12-18 months • Long-term career progression within a growing Chartered practice This opportunity would suit an ambitious Paraplanner who is serious about becoming a Financial Adviser and wants to join a firm that is genuinely committed to making that transition happen. For a confidential discussion about this opportunity, please contact Ryan Wootten at Financial Divisions.
Jul 07, 2026
Full time
£40,000 - £50,000 Basic Salary + Bonus + Comprehensive Benefits Career Defining Opportunity Adviser Training Programme Competent Adviser Status Within 12-18 Months This is a rare opportunity for an ambitious and technically capable Paraplanner to join a highly respected Chartered Financial Planning firm and embark on a structured pathway into financial advice. Our client is an established Chartered Wealth Management practice based near Guildford, providing sophisticated financial planning advice to high-net-worth individuals, families, trusts and business owners across London and the South East. Having successfully supported the growth of this business over several years and placed multiple professionals into the firm, we have witnessed first-hand their commitment to staff development, client excellence and long-term growth. As part of their continued expansion plans, the Directors are seeking a Paraplanner who has genuine aspirations to become a Financial Adviser. They are committed to investing significant time, training and resources into the successful individual, with the objective of achieving Competent Adviser Status and transitioning into an advisory role within approximately 12-18 months. The Opportunity Working closely with Senior Advisers and Directors, you will gain exposure to all aspects of holistic financial planning while developing the technical and client-facing skills required to become a successful Financial Adviser. Your responsibilities will include: • Conducting financial planning research and technical analysis • Preparing high-quality suitability reports and recommendations • Supporting advice across pensions, investments, retirement planning, tax planning and inheritance tax strategies • Producing cashflow modelling reports and financial planning projections • Attending client meetings alongside Senior Advisers • Assisting with complex client cases and planning strategies • Building relationships with high-net-worth and ultra-high-net-worth clients • Progressing towards Competent Adviser Status through structured mentoring and training This role offers exposure to a sophisticated client base, with many clients holding investable assets between £500,000 and £1 million, alongside several ultra-high-net-worth households with assets exceeding £30 million. Requirements • Minimum 2 years' experience within a Paraplanning role • Strong technical knowledge of financial planning and wealth management • Experience writing suitability reports independently • Knowledge of pensions, investments, retirement planning, tax planning and estate planning • Experience using cashflow modelling tools • Level 4 Diploma qualified or actively working towards completion • Ambition to progress into a Financial Adviser role • Excellent communication and relationship-building skills What's on Offer • £40,000 - £50,000 basic salary, with flexibility for exceptional candidates • Discretionary annual bonus • Private Medical Insurance • BUPA healthcare scheme access • 25 days holiday plus bank holidays • Death in Service benefit • Pension scheme • Structured adviser training programme • Mentorship from highly experienced Chartered Financial Planners • Clear pathway to achieving Competent Adviser Status within 12-18 months • Long-term career progression within a growing Chartered practice This opportunity would suit an ambitious Paraplanner who is serious about becoming a Financial Adviser and wants to join a firm that is genuinely committed to making that transition happen. For a confidential discussion about this opportunity, please contact Ryan Wootten at Financial Divisions.
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Jul 06, 2026
Full time
Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into click apply for full job details
Jul 06, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into click apply for full job details
Join a Chartered Boutique Wealth Management Firm Supporting High-Net-Worth Clients An excellent opportunity has arisen for a Paraplanner to join a highly respected Chartered Independent Financial Planning firm based near Leatherhead. This is a business I know exceptionally well, having met the Directors on numerous occasions and successfully placed several professionals within the firm over the years. The company provides holistic, whole-of-market financial planning advice to a loyal client base of high-net-worth individuals, retirees, business owners and local families across Surrey, Sussex, Kent and London. They currently advise more than 250 client families with investable assets typically ranging from £600,000 to £8 million. Advice areas include: • Retirement Planning • Pension Planning • Investment Management • Inheritance Tax Planning • Cashflow Modelling • Protection Planning • Tax-Efficient Wealth Structuring The firm has built long-standing client relationships spanning more than two decades and prides itself on delivering exceptional service levels, resulting in outstanding client retention and referral rates. The Opportunity Due to continued growth, the business is seeking a proactive and technically minded Paraplanner to join its experienced client support team. This role will suit an individual who enjoys being involved in the full advice process and wants to continue developing their technical knowledge within a collaborative and supportive environment. Working closely with Advisers and fellow support staff, your responsibilities will include: • Preparing suitability reports across pensions, investments and protection products • Conducting technical research and analysis • Assisting in the construction of financial planning recommendations • Liaising with product providers and clients where required • Managing existing client accounts and servicing requirements • Supporting advisers with ongoing financial planning work • Assisting with cashflow modelling and financial planning analysis About You • Previous experience within a Paraplanning or Technical Support role • Actively studying towards the Level 4 Diploma in Financial Planning (CII, CISI or LIBF) or already qualified • Strong understanding of pensions, investments and financial planning principles • Excellent organisational and communication skills • Comfortable working within a collaborative team environment • Experience using Intelligent Office and Voyant would be advantageous Why Join? • Chartered wealth management firm with an excellent reputation • Supportive and collaborative culture • Ongoing professional development and exam support • Exposure to complex HNW and UHNW client cases • Stable and growing business with strong leadership • Competitive salary and benefits package If you would like to discuss this opportunity, or other financial planning roles I am currently working on, please get in touch. Ryan Wootten Partner Financial Divisions
Jul 06, 2026
Full time
Join a Chartered Boutique Wealth Management Firm Supporting High-Net-Worth Clients An excellent opportunity has arisen for a Paraplanner to join a highly respected Chartered Independent Financial Planning firm based near Leatherhead. This is a business I know exceptionally well, having met the Directors on numerous occasions and successfully placed several professionals within the firm over the years. The company provides holistic, whole-of-market financial planning advice to a loyal client base of high-net-worth individuals, retirees, business owners and local families across Surrey, Sussex, Kent and London. They currently advise more than 250 client families with investable assets typically ranging from £600,000 to £8 million. Advice areas include: • Retirement Planning • Pension Planning • Investment Management • Inheritance Tax Planning • Cashflow Modelling • Protection Planning • Tax-Efficient Wealth Structuring The firm has built long-standing client relationships spanning more than two decades and prides itself on delivering exceptional service levels, resulting in outstanding client retention and referral rates. The Opportunity Due to continued growth, the business is seeking a proactive and technically minded Paraplanner to join its experienced client support team. This role will suit an individual who enjoys being involved in the full advice process and wants to continue developing their technical knowledge within a collaborative and supportive environment. Working closely with Advisers and fellow support staff, your responsibilities will include: • Preparing suitability reports across pensions, investments and protection products • Conducting technical research and analysis • Assisting in the construction of financial planning recommendations • Liaising with product providers and clients where required • Managing existing client accounts and servicing requirements • Supporting advisers with ongoing financial planning work • Assisting with cashflow modelling and financial planning analysis About You • Previous experience within a Paraplanning or Technical Support role • Actively studying towards the Level 4 Diploma in Financial Planning (CII, CISI or LIBF) or already qualified • Strong understanding of pensions, investments and financial planning principles • Excellent organisational and communication skills • Comfortable working within a collaborative team environment • Experience using Intelligent Office and Voyant would be advantageous Why Join? • Chartered wealth management firm with an excellent reputation • Supportive and collaborative culture • Ongoing professional development and exam support • Exposure to complex HNW and UHNW client cases • Stable and growing business with strong leadership • Competitive salary and benefits package If you would like to discuss this opportunity, or other financial planning roles I am currently working on, please get in touch. Ryan Wootten Partner Financial Divisions
Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.
Jul 06, 2026
Full time
Are you an experienced Paraplanner looking to join a supportive, fast-paced IFA firm where your expertise is valued and your voice is heard? Our client is expanding their paraplanning team due to internal progression and are seeking a confident Paraplanner to join a team supporting five Financial Advisers within a collaborative environment. You will play a key role in delivering high-quality financial planning solutions, working closely with both advisers and administrators. This is an opportunity to step into a role where you can truly take ownership: Work across pensions, investments and protection cases Produce detailed, compliant suitability reports Be part of a team that values strong technical input and open communication Join a business that encourages you to challenge advisers and contribute ideas Benefit from full exam support and structured development Progress within paraplanning, with potential to become a senior or lead paraplanner You will thrive here if you are: An experienced Paraplanner within an IFA or wealth management firm Technically strong with excellent report writing skills Confident communicating with advisers and pushing back when needed Comfortable working in a fast-moving, office-based team environment Committed to a long-term career in paraplanning If you are looking to join a growing firm where you can make an impact and develop your career in paraplanning, we would like to hear from you. Apply now or get in touch to discuss the opportunity in more detail.
Capio Recruitment Financial Planning
Newcastle Upon Tyne, Tyne And Wear
Job Title: Paraplanner Location: Newcastle Upon Tyne (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Jul 06, 2026
Full time
Job Title: Paraplanner Location: Newcastle Upon Tyne (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Job Title: Paraplanner Location: Market Harborough (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Jul 06, 2026
Full time
Job Title: Paraplanner Location: Market Harborough (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Job Title: Paraplanner Location: Barnstaple (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
Jul 06, 2026
Full time
Job Title: Paraplanner Location: Barnstaple (Hybrid) Salary: £35,000 - £45,000 Early Finish Fridays Flexible Hybrid Working Generous Holidays Birthday Off Protection Benefits Are you a friendly, down to earth and client focused Paraplanner looking for a likeminded environment? We're working with a highly respected firm of Independent Financial Planners based in Birmingham on a flexible hybrid basis. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry - and they're growing. You'll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment. What you'll be doing: Writing detailed, tailored suitability reports Conducting cash flow forecasting and financial analysis Researching providers, products, and solutions Collaborating with advisers and supporting clients with clarity and care Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings What we're looking for: Paraplanning experience within a Financial Planning firm Level 4 Diploma qualified Confident communicator, written and verbal, with a client-focused mindset Strong technical knowledge of pensions, investments, and FCA regulations If you're looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact - we'd love to hear from you.
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 click apply for full job details
Jul 06, 2026
Full time
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 click apply for full job details
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Senior Paraplanner Department: Financial Planning Location: London The role You wil click apply for full job details
Jul 06, 2026
Full time
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Senior Paraplanner Department: Financial Planning Location: London The role You wil click apply for full job details
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 click apply for full job details
Jul 06, 2026
Full time
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 click apply for full job details
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Jul 06, 2026
Full time
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
Jul 06, 2026
Full time
Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package
