An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility click apply for full job details
Jul 11, 2026
Full time
An established and highly regarded independent financial planning firm based in Bourne End, Buckinghamshire is seeking an Office Manager / Senior Paraplanner to support its growing client base and lead a small team of paraplanners and administrators. This is a key position within the business, combining technical paraplanning expertise with leadership and operational responsibility click apply for full job details
St. James's Place Wealth Management
Whittle-le-woods, Lancashire
Senior Paraplanner Location - Chorley, Lancashire/Hybrid Salary - £50,000 pa + excellent benefits Hours - Full time, Hybrid We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team. Our Practice is long established and highly successful, priding itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills. Level 4 Diploma is desirable, but not essential if you can demonstrate you have good paraplanning experience. You will have experience of Life, Pension and Investment products. Hybrid working is an option with 2 days a week available for WFH. Our office is conveniently located, with ample on-site parking. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jul 09, 2026
Full time
Senior Paraplanner Location - Chorley, Lancashire/Hybrid Salary - £50,000 pa + excellent benefits Hours - Full time, Hybrid We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team. Our Practice is long established and highly successful, priding itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. As a Senior Paraplanner, you will support the Advisers with technical queries, and the preparation of documentation including detailed and informative reports, and financial planning solutions including cashflow modelling, and Trust planning. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills. Level 4 Diploma is desirable, but not essential if you can demonstrate you have good paraplanning experience. You will have experience of Life, Pension and Investment products. Hybrid working is an option with 2 days a week available for WFH. Our office is conveniently located, with ample on-site parking. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months! Remote Working but must be able to commute to Sheffield for meetings once a month. Progression Opportunity to Trainee Paraplanner (6-12 Months) Are you an experienced Financial Services Administrator looking to join a professional and growing wealth management business where your career can genuinely progress? We are looking for a highly organised and detail-oriented administrator to provide vital support to Financial Advisers and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone already working within Financial Services, Wealth Management, Independent Financial Advice, Pensions or Investments who is looking to take the next step in their career. For the right individual, there is a clear and structured pathway to progress into a Trainee Paraplanner position within 6-12 months, offering the opportunity to further develop technical knowledge and build a long-term career within financial planning. The Role Working closely with senior leadership and Financial Advisers, you will be responsible for ensuring the smooth administration of client portfolios and maintaining high standards of service throughout the client journey. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Maintaining accurate and up-to-date client records and documentation Preparing and processing new business applications, valuations and client correspondence Liaising with clients, providers and third parties to progress cases efficiently Ensuring all work is completed accurately and within agreed timescales Supporting regulatory and compliance requirements Contributing to a seamless and professional client experience What We're Looking For Essential Requirements: Previous experience within Financial Services, Wealth Management, Independent Financial Advice, Investments or Pensions Strong understanding of financial products and industry processes Experience dealing with providers, clients and financial documentation Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Confident user of Microsoft Office packages Professional telephone manner and client-focused approach Please note: Applications will only be considered from candidates with previous experience working within the Financial Services or Wealth Management sector. Unfortunately, candidates from general administration backgrounds without industry experience will not be suitable for this role. 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)
Jul 09, 2026
Full time
Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months! Remote Working but must be able to commute to Sheffield for meetings once a month. Progression Opportunity to Trainee Paraplanner (6-12 Months) Are you an experienced Financial Services Administrator looking to join a professional and growing wealth management business where your career can genuinely progress? We are looking for a highly organised and detail-oriented administrator to provide vital support to Financial Advisers and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone already working within Financial Services, Wealth Management, Independent Financial Advice, Pensions or Investments who is looking to take the next step in their career. For the right individual, there is a clear and structured pathway to progress into a Trainee Paraplanner position within 6-12 months, offering the opportunity to further develop technical knowledge and build a long-term career within financial planning. The Role Working closely with senior leadership and Financial Advisers, you will be responsible for ensuring the smooth administration of client portfolios and maintaining high standards of service throughout the client journey. Key Responsibilities Providing comprehensive administrative support to Financial Advisers Maintaining accurate and up-to-date client records and documentation Preparing and processing new business applications, valuations and client correspondence Liaising with clients, providers and third parties to progress cases efficiently Ensuring all work is completed accurately and within agreed timescales Supporting regulatory and compliance requirements Contributing to a seamless and professional client experience What We're Looking For Essential Requirements: Previous experience within Financial Services, Wealth Management, Independent Financial Advice, Investments or Pensions Strong understanding of financial products and industry processes Experience dealing with providers, clients and financial documentation Excellent attention to detail and organisational skills Strong communication skills, both written and verbal Confident user of Microsoft Office packages Professional telephone manner and client-focused approach Please note: Applications will only be considered from candidates with previous experience working within the Financial Services or Wealth Management sector. Unfortunately, candidates from general administration backgrounds without industry experience will not be suitable for this role. 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)
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This isn't a typical paraplanning role. We're looking for a Senior Technical Paraplanner to become the technical backbone of our financial planning division and the leader of our paraplanning team.You'll be joining a growing team that includes two diploma-qualified paraplanners and a junior paraplanner progressing through CII exams. What they need now is a senior figure who sets the standard, raises the bar and ensures every piece of advice we deliver is robust, compliant and genuinely in the client's best interests.This is a pure technical leadership position - you won't be in client meetings. Instead, you'll be the expert who turns insight into outstanding advice and shapes how the entire paraplanning function operates. As the business grows, so will this role, with a genuine pathway to a Head of Paraplanning position. What you'll be doing • Setting and upholding the technical standard for all advice produced within the firm• Reviewing and quality assuring paraplanner output before it reaches advisers• Coaching and developing the paraplanning team, supporting progression toward Diploma and AF level qualifications• Building and maintaining processes, templates and checklists to improve consistency, accuracy and efficiency• Interpreting fact finds, cashflow models and meeting notes to identify planning opportunities and shape advice strategy• Conducting in-depth technical analysis across pensions (DB and DC), tax planning, protection and investments• Leading the production of clear, personalised and technically robust suitability reports• Project managing implementation cases through to completion, working with advisers, client partners and administrators• Challenging advisers constructively where required - acting as the final line of technical defence• Staying current with regulatory changes, tax legislation and product developments and briefing the wider team accordingly What you'll bring • Level 4 Diploma in Regulated Financial Planning as a minimum, with strong progression toward Chartered status - or already holding APFS/CFP• 3-5+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection• Proven ability to build complex advice strategies independently, not just follow templates• Strong experience producing high-quality, personalised and technically accurate suitability reports• Confident using cashflow modelling, risk profiling tools and modern platform solutions• Solid understanding of current regulation, tax rules and the wider financial planning landscape• Chartered status (APFS or CFP) is a significant advantage• Experience mentoring or leading other paraplanners is highly desirable• Exposure to later life planning, decumulation strategies and sequence of returns risk is a bonus What's on offer • 25 days holiday plus an additional day off for your birthday• Discretionary annual bonus• Company pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscription• One paid professional membership or subscription• Cycle to work scheme• Employee Assistance ProgrammeAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: Senior Paraplanner, Lead Paraplanner, Technical Paraplanner, Chartered Paraplanner, Head of Paraplanning, Paraplanning Team Leader, Financial Planning Analyst, Wealth Planning Analyst, Pensions Technical Specialist, Financial Planning AssociateREF-
Jul 09, 2026
Full time
Location: Liverpool Working pattern: Full-time About AMS Group AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since 2021 with further growth planned.In 2024 we were named the 7th Best Accountancy Firm to Work for in the UK, recognised as Best Employer in Tax (Tolley's Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024). About the role This isn't a typical paraplanning role. We're looking for a Senior Technical Paraplanner to become the technical backbone of our financial planning division and the leader of our paraplanning team.You'll be joining a growing team that includes two diploma-qualified paraplanners and a junior paraplanner progressing through CII exams. What they need now is a senior figure who sets the standard, raises the bar and ensures every piece of advice we deliver is robust, compliant and genuinely in the client's best interests.This is a pure technical leadership position - you won't be in client meetings. Instead, you'll be the expert who turns insight into outstanding advice and shapes how the entire paraplanning function operates. As the business grows, so will this role, with a genuine pathway to a Head of Paraplanning position. What you'll be doing • Setting and upholding the technical standard for all advice produced within the firm• Reviewing and quality assuring paraplanner output before it reaches advisers• Coaching and developing the paraplanning team, supporting progression toward Diploma and AF level qualifications• Building and maintaining processes, templates and checklists to improve consistency, accuracy and efficiency• Interpreting fact finds, cashflow models and meeting notes to identify planning opportunities and shape advice strategy• Conducting in-depth technical analysis across pensions (DB and DC), tax planning, protection and investments• Leading the production of clear, personalised and technically robust suitability reports• Project managing implementation cases through to completion, working with advisers, client partners and administrators• Challenging advisers constructively where required - acting as the final line of technical defence• Staying current with regulatory changes, tax legislation and product developments and briefing the wider team accordingly What you'll bring • Level 4 Diploma in Regulated Financial Planning as a minimum, with strong progression toward Chartered status - or already holding APFS/CFP• 3-5+ years' paraplanning experience with genuine technical depth across pensions (DB & DC), tax planning, investments and protection• Proven ability to build complex advice strategies independently, not just follow templates• Strong experience producing high-quality, personalised and technically accurate suitability reports• Confident using cashflow modelling, risk profiling tools and modern platform solutions• Solid understanding of current regulation, tax rules and the wider financial planning landscape• Chartered status (APFS or CFP) is a significant advantage• Experience mentoring or leading other paraplanners is highly desirable• Exposure to later life planning, decumulation strategies and sequence of returns risk is a bonus What's on offer • 25 days holiday plus an additional day off for your birthday• Discretionary annual bonus• Company pension scheme• Health cash plan• Enhanced parental pay and company sick pay• Perkbox subscription• One paid professional membership or subscription• Cycle to work scheme• Employee Assistance ProgrammeAMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.You may have experience of the following: Senior Paraplanner, Lead Paraplanner, Technical Paraplanner, Chartered Paraplanner, Head of Paraplanning, Paraplanning Team Leader, Financial Planning Analyst, Wealth Planning Analyst, Pensions Technical Specialist, Financial Planning AssociateREF-
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Jul 07, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 07, 2026
Full time
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 07, 2026
Full time
Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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
Senior Paraplanner Location - Chorley, Lancashire/Hybrid Salary - £50,000 pa + excellent benefits Hours - Full time, Hybrid We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team click apply for full job details
Jul 03, 2026
Full time
Senior Paraplanner Location - Chorley, Lancashire/Hybrid Salary - £50,000 pa + excellent benefits Hours - Full time, Hybrid We are an SJP Partner Practice in Chorley, Lancashire looking to appoint an experienced Senior Paraplanner to join our team click apply for full job details
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on or click Apply 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.
Oct 08, 2025
Full time
This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on or click Apply 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.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.
Oct 07, 2025
Full time
Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 01, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Paraplanner West Yorkshire, Huddersfield This would be a perfect opportunity if you are based anywhere that is accessible to the West Yorkshire area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work towards a Senior Paraplanning role? Or would you potentially like to be o click apply for full job details
Sep 27, 2025
Full time
Paraplanner West Yorkshire, Huddersfield This would be a perfect opportunity if you are based anywhere that is accessible to the West Yorkshire area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work towards a Senior Paraplanning role? Or would you potentially like to be o click apply for full job details
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Sep 27, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior Financial Services Administrator to lead and support their client services team click apply for full job details
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Sep 24, 2025
Full time
Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.
Hall 17 Limited t/a Style Incorporated
St. Albans, Hertfordshire
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Sep 24, 2025
Full time
Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities: Analyse client information from Fact Finds, existing records and meeting notes Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning Support advisers ahead of client meetings/reviews and analyse client's existing portfolios Research products and services to make suitable recommendations Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business Attend client meetings with financial advisers when required Work closely with all members of the team to ensure timely business processing and submission Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards Maintain relationships with product and service providers Active involvement within the in-house Investment Committee Requirements Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) Must have at least 4 years' experience as a Paraplanner Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office Technical competence in investments, pensions, tax allowances, protection, trusts and IHT Conscientious and diligent with meticulous attention to detail Excellent command of English, both verbal and in writing Team player Locally based or within a reasonable commutable distance from the office
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 24, 2025
Full time
Senior Financial Administrator £36,000 basic salary (4 days per week) Wealth Management Firm working with HNW clients Wokingham Offices (Surrey) My client are a boutique independent wealth planning firm with offices in Wokingham who have been operating for many years and built the trust of their clients. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Berkshire, Surrey, Sussex and London. In their current setup they manage the affairs of 250 families with assets ranging from £100k to £750k invested and a total of £40m AUM with 2 advisers They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also have a dedicated Practice Manager ensuring a smooth functioning of the business. The MD is creating a brand-new role for a Financial Administrator who is highly experienced across end-to-end administration and MUST have knowledge of Intelligent Office. You will support the 2 advisers with all new business, existing clients, some basic suitability letters and compliance checks. Experience within a wealth management firm will be essential and a range of knowledge across different platforms. If this role sounds of interest or any other roles I am working on please get in touch.
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Sep 23, 2025
Full time
Are you a dynamic leader with a passion for delivering exceptional client service in the financial services sector? We're seeking a Client Service Manager to lead high-performing paraplanning teams and drive operational excellence across a thriving business. What You'll Do Lead and inspire technical teams to deliver outstanding client service. Drive continuous improvement in processes and workflows. Collaborate with senior leaders to implement strategic initiatives. Manage performance, training, and development across multiple teams. Ensure compliance with FCA regulations and internal standards. Act as a key liaison between client services and commercial teams. What We're Looking For Proven leadership experience in financial services. Strong understanding of financial planning strategies and FCA compliance. Level 4 Diploma in Financial Planning (or equivalent). Proficiency in financial planning software (e.g., Intelliflo). Excellent communication, coaching, and change management skills. Ability to travel between office locations as needed. Why Join Us? Be part of a forward-thinking, client-focused organisation. Lead talented teams in a collaborative and values-driven environment. Influence change and shape the future of client service delivery. Please email your CV to Ursula Sloan at Financial Divisions
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
Sep 23, 2025
Full time
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
