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)
Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) 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 09, 2026
Full time
Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) 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.
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-
Paraplanner job an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where youll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capa click apply for full job details
Jul 09, 2026
Full time
Paraplanner job an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where youll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capa click apply for full job details
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Jul 09, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data click apply for full job details
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
Jul 08, 2026
Full time
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 07, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 07, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
Jul 07, 2026
Full time
The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
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.
Paraplanner - Hybrid Working - Alderley Edge Great opportunity for an experienced Paraplanner who will closely with a Chartered Financial Planner, becoming and integral part of a small client pod. You will attend client meetings, contribute to discussions, build sophisticated cashflow models and help shape recommendations. Duties will include: Cashflow planning. You will build financial plans, model different scenarios and help client understand the financial impact of the decisions they make. Technical Analysis In-depth research across pensions, investments, tax planning and protection solutions before working with you Planner to develop technically robust recommendations tailored to every client's circumstances. Clients Relationships Attend client meetings, contribute to discussions and become part of the trusted relationships the firm builds with their clients. Reviews and Recommendations Prepare annual review, maintain financial plans and produce clear, concise suitability reports. Collaboration Every client is supported by a Planner, Paraplanner and Administrator. You will be involved with sharing knowledge and challenging idea to ensure the best financial plans come for working together. You will need to be at least level 4 Qualified and working towards Chartered status. Benefits Hybrid and flexible working Study Support Bonus Private Medical Insurance Death in service Career Development and progression
Jul 07, 2026
Full time
Paraplanner - Hybrid Working - Alderley Edge Great opportunity for an experienced Paraplanner who will closely with a Chartered Financial Planner, becoming and integral part of a small client pod. You will attend client meetings, contribute to discussions, build sophisticated cashflow models and help shape recommendations. Duties will include: Cashflow planning. You will build financial plans, model different scenarios and help client understand the financial impact of the decisions they make. Technical Analysis In-depth research across pensions, investments, tax planning and protection solutions before working with you Planner to develop technically robust recommendations tailored to every client's circumstances. Clients Relationships Attend client meetings, contribute to discussions and become part of the trusted relationships the firm builds with their clients. Reviews and Recommendations Prepare annual review, maintain financial plans and produce clear, concise suitability reports. Collaboration Every client is supported by a Planner, Paraplanner and Administrator. You will be involved with sharing knowledge and challenging idea to ensure the best financial plans come for working together. You will need to be at least level 4 Qualified and working towards Chartered status. Benefits Hybrid and flexible working Study Support Bonus Private Medical Insurance Death in service Career Development and progression
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
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
Jul 06, 2026
Full time
Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details
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 03, 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
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
Jul 03, 2026
Full time
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
Senior Paraplanner role - Chartered Financial Planning practice My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office. You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team. Effectively, this is a client-facing Paraplanner role dealing with HNW clients. A competitive salary of between 40,000 and 60,000 is on offer with this office based role, along with comprehensive benefits. Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success! My client would also consider a less experienced Paraplanner, looking to grow in the role. Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity! Click and apply ASAP as my client is considering CVs as we speak
Jul 03, 2026
Full time
Senior Paraplanner role - Chartered Financial Planning practice My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office. You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team. Effectively, this is a client-facing Paraplanner role dealing with HNW clients. A competitive salary of between 40,000 and 60,000 is on offer with this office based role, along with comprehensive benefits. Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success! My client would also consider a less experienced Paraplanner, looking to grow in the role. Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity! Click and apply ASAP as my client is considering CVs as we speak
Premier Jobs UK Limited
Market Harborough, Leicestershire
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
Jul 03, 2026
Full time
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
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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 02, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. 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.
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.
