25 jobs found

Trainee/Junior Paraplanner Stockton-on-Tees Full-time Permanent About the Company A well-established and growing independent financial planning firm based in Stockton is seeking a Junior Paraplanner to join their collaborative and client-focused team. This firm provides high-quality, holistic financial advice to a diverse range of clients and is committed to developing talent internally. The Role This is an excellent opportunity for someone currently working in a financial planning support or administration role who is looking to take the next step into paraplanning. You will work closely with experienced Financial Planners and Paraplanners to provide technical and administrative support across the advice process, ensuring a smooth and compliant client journey. Key Responsibilities Supporting Financial Planners with case preparation and research Producing suitability reports and financial planning documentation Conducting product, fund, and provider research Assisting with cashflow modelling (where applicable) Preparing review packs and client review documentation Maintaining accurate and compliant client records Liaising with providers and platforms to obtain required information Requirements Experience within a financial planning firm in a support or administrative capacity, minimum 3 years Strong understanding of financial planning products and processes Working towards, or having achieved, Level 4 Diploma in Financial Planning (or equivalent) Good technical knowledge across pensions, investments, and protection Excellent attention to detail and organisational skills Strong communication skills and ability to work within a team What's on Offer Clear progression pathway into a fully-fledged Paraplanner role Support with professional qualifications Friendly and supportive team environment Competitive salary and benefits package

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Financial Planner / Adviser Albrighton, Wolverhampton Hybrid and flexible working £30,000 to £40,000 plus uncapped bonus and benefits MBF are currently working with a growing Financial Planning business in Albrighton to recruit a Financial Planner. This opportunity could suit either a newly qualified Adviser looking to achieve CAS, or someone in the earlier stages of their advisory career who wants greater access to clients and opportunities. The company may also consider a slightly more experienced Adviser with a small number of existing client relationships. For the right person, there is flexibility to offer a higher starting salary. The opportunity You will work closely with the firm's Directors and existing Advisers, initially helping to look after and develop relationships with existing clients. The business generates a healthy flow of opportunities through its own marketing, lead generation and corporate client relationships. You will therefore have several routes through which to build your client bank: Existing clients passed across by established Advisers New enquiries generated through the company's marketing Introductions from lead-generation activity Opportunities to speak with members of the firm's corporate schemes Referrals and relationships developed through your own clients There should be enough existing work to keep you busy while you develop your confidence and advisory skills, alongside genuine scope to generate new business and build a successful client bank. You will have access to an established administration team, in-house paraplanning support and outsourced paraplanning when required. This will allow you to concentrate on developing client relationships and providing advice. Earnings potential The company offers an attractive and achievable validation structure, allowing Advisers to begin earning bonus relatively quickly. As an example, an Adviser earning £30,000 would receive 30% of business generated above £1,000 per month. If they generated £100,000 of business over the year: Basic salary: £30,000 Business above annual validation: £88,000 Bonus at 30%: £26,400 Total earnings: £56,400 For someone joining on a higher salary, the validation point would be adjusted accordingly, with 30% payable above it. The scheme is uncapped and offers excellent longer-term earning potential. About you The company is open-minded about the precise level of experience but is particularly interested in people who are: Level 4 qualified or approaching completion of the Diploma Newly qualified and looking for their first advisory opportunity Already advising but still in the early stages of building their career Comfortable developing new client relationships and generating business Professional, motivated and focused on providing a good client experience Keen to learn from experienced Advisers while gradually developing greater independence Previous exposure to pensions and investments would be beneficial. Candidates who are not yet CAS may be considered, provided they have the qualifications, attitude and potential to develop into the role. The company The team currently consists of the Managing Director, two Operations Directors, five Financial Advisers and eight employees working across administration and other support functions. It is an established and supportive environment in which a developing Adviser can gain experience without being left to find every opportunity themselves. Package Basic salary of approximately £30,000 to £40,000, potentially higher for an Adviser bringing some client relationships Uncapped bonus at 30% above an agreed validation level Flexible, naturally hybrid working Part-time working may also be considered 25 days' holiday plus bank holidays Private medical insurance Healthcare cash plan Six times salary life assurance 5% employer pension contribution with 3% employee contribution Administration and paraplanning support Ongoing development and mentoring

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. 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. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 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 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.

Trainee Paraplanner Glasgow Hybrid Working Competitive Salary + Study Support Looking to build a successful career in Financial Planning? We're seeking an ambitious Trainee Paraplanner to join a growing wealth management firm in Glasgow. This is a fantastic opportunity to develop your technical knowledge, gain hands-on experience, and work alongside experienced Financial Advisers and Paraplanners while studying towards professional qualifications. What you'll do: Support the research of financial products and providers Assist with suitability reports and client recommendations Help advisers with retirement, investment, and protection planning Maintain accurate client records and documentation Develop your technical expertise through ongoing training and support What we're looking for: Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification A keen interest in Financial Planning and Wealth Management Strong attention to detail and analytical skills Excellent communication and organisational abilities Motivation to progress towards professional qualifications What's on offer? Competitive salary Hybrid working Full study support and career progression 28 days holiday + Bank Holidays Pension, Life Assurance, PMI & Death in Service benefits Supportive and collaborative team culture Ready to take the first step towards becoming a Paraplanner? Apply today! For a confidential chat, contact Pauline Low at Reed on .

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction 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 ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .

Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.

Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner

IFA Administrator/ Trainee Paraplanner Grantham Salary up to 28,000 Development into Paraplanning Exam support and Funding Candidates who come from a transferable financial background OR who hold Industry related qualifications will be considered. NJR Recruitment are working in partnership with growing Firm of Financial Planners who are going through a period of growth and have an exciting opportunity for a talented Financial Planning Administrator to join their practice based in the Grantham area. The role will involve providing administrative support to a team of Paraplanners and Financial Planners, ensuring the Client journey remains seamless. The role will offer varied mixed of administration and telephone-based tasks. This role would suit someone who is looking to join a well-structured business who offer clear career development and on-going support. You will benefit from working as part of a friendly team who operate a family culture and provide ongoing training and development. Responsibilities " Administration Support to the Financial Advisers " All aspects of support including LOA responsibility, chasing outstanding case information, client review preparation and general office duties " Processing of new business applications for Pensions, Life Assurance and Investments with all providers from inception to completion " Liaising with clients in relation to various queries " Maintaining an electronic record of all new business applications in order to keep consultants up to date " Preparing meeting documentation " Updating the back-office system The successful candidate will need to have previous experience working within a Financial Planning/IFA environment OR someone from Banking / a Provider. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a self-motivated, career minded, enthusiastic and positive but meticulous individual, who can work as part of a team and have a flexible approach. For more information, please contact one of specialist consultant quoting REF: NJR15787

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly undertake holistic financial planning, therefore it is important you have a wide range of experience. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of 50,000 - 52,000 Hybrid working with level of office presence to be discussed at interview Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough 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.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Recruit Wealth are representing one of the UK s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Dore offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy In House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

Role: Trainee Financial Planner Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided Key Responsibilities You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards. You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information. You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills. You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills. You will be driven and highly motivated to achieve and exceed business targets. You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work. You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate. You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information. You will have a strong ability to build and maintain long-term client relationships. You will have the ability to work individually as well as part of a team. You will have strong literacy, numeracy, and IT skills. You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.