141 jobs found

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details

Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a mod 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

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

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

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

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

Can consider part time A well-established, independent financial planning firm with an excellent reputation for delivering high-quality, personalised financial advice. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative and supportive team. This is an excellent opportunity for an Paraplanner who enjoys producing high-quality technical work, working closely with advisers and building long-term relationships within a genuinely client-focused business. The Role Working alongside experienced Financial Planners, you will be responsible for providing technical support throughout the advice process, helping to ensure clients receive an exceptional service. Your responsibilities will include: Preparing suitability reports across pensions, investments and protection. Conducting technical research using a range of financial planning tools. Analysing existing client arrangements and making recommendations. Liaising with advisers and administrators to ensure a smooth client journey. Supporting advisers with complex cases and technical queries. Keeping up to date with FCA regulations and industry developments. Maintaining accurate client records and ensuring compliance standards are met. We're looking for someone who has: Previous experience working as a Paraplanner within an Independent Financial Planning or Wealth Management firm. ( Will also consider someone more junior) Strong technical knowledge of pensions, investments and protection. Experience writing suitability reports. Excellent attention to detail and organisational skills. Strong communication skills and the ability to work collaboratively. Diploma qualified (Level 4) or working towards this qualification. If you're an experienced Paraplanner looking to join an independent firm where quality of advice and client relationships come first, we'd love to hear from you. For more details please apply or contact Tegan at Dynamite Recruitment

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

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration click apply for full job details

Paraplanner (our Ref AL1412) Leicester (hybrid option after qualifying period) Salary £35,000 - £42,000 dep on experience + excellent benefits & parking My client is an award-winning pensions and investments organisation and they service high net worth clients across the UK. They build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. This year they received, for the fourth time, a Best Financial Advisor to Work for award by Professional Advisor and they are now looking to recruit another experienced Paraplanner to join their team. The main responsibilities of the role: Prepare suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of SSAS and SIPP products against competitors To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients QUALIFICATIONS & EXPERIENCE Part-qualified towards the Diploma in Financial Planning and willing to complete the qualification within a reasonable timeframe Financial service administration experience At least 2 years experience as a paraplanner KNOWLEDGE & SKILLS To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension (specifically SSAS and/or SIPP), investment and protection products Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training & Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact. As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie click apply for full job details

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details

Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front. You will oversee the day to day operations of the firm to ensure the smooth and efficient running of the business. Your responsibilities will include: Day to day management of the Paraplanning and Administration teams Providing operational and administrative support to the director Overseeing and coordinating recruitment Managing workflows to ensure smooth day to day operations Being an integral part of any change projects to ensure effective implementation Acting as the "go to person for any issues in the business Being involved in business strategy meetings This role could suit an experienced Operations Manager or Office Manager; alternatively, a Paraplanner / IFA Administrator who is looking to take the next step in their career towards management. Operations Manager Requirements You should have experience of managing / overseeing a team of 6+ team members You must have experience within financial planning industry, either as a Manager, Paraplanner or IFA Administrator You should have a collaborative approach to working and enjoy managing a team You should have excellent interpersonal skills, approachability, professionalism and good IT skills Operations Manager Benefits Salary of £55,000 Annual discretionary bonus Support with professional development Auto enrolment pension Hybrid working with use of their excellent Central London office Company This financial planning and mortgage advisory firm based in London has a team of highly knowledgeable Financial Services Professionals. They focus on providing excellent client service, which is reflected in their client reviews Locations Central London 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.

Paraplanner (Progression to Advisor) 45,000 - 50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Paraplanner looking to join a well-established IFA which will offer you, study support to become chartered and clear progression routes to Advisor? In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention. This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes. The Role Producing Suitability reports Undertake technical research and analysis to support client recommendations Ensuring client files and records are updated correctly Support advisors in developing financial strategies Progression to Advisor and chartership support Monday-Friday, 9am-5pm, 37.5 hours per week The Person Experience working in a Paraplanner role Looking to progress to an Advisor Reference Number: BBBH 26236 Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website.

Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We re Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays - Death in Service - Private Medical Insurance - Group Income Protection - Employee Assistance Program - Medicash - Private Pension - Discretionary 10% company annual bonus - Hybrid/Work from home - Full support for further professional qualifications. Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!

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.