What's important to you? Flexibility around your family? Exceptional benefits (30 holidays, private healthcare etc) Joining a growing SME? Interesting and varied work? Development opportunities, should you want them? Along with a salary commensurate with your experience, a career with Trigpoint Financial Planning will offer you all of this. Our focus is financial planning for high net-worth individuals; we can't expect the highest levels of service without giving our people the best environment and conditions. The business is run by a working mum; we fully understand the demands of life outside the office, and are open to whatever working hours and arrangements you need. We are looking for an experienced paraplanner, so you will know what the work involves. Trigpoint are looking to grow, so if career development is important to you either now or in the future, we can accommodate and support your ambitions. Equally, if you need an interesting and stimulating job that fits around your commitments at home, we will welcome you with open arms. You may also be nearing the end of your career, and looking for a part-time role - this could be an ideal fit for you. So what do we need from you? You will have at least a Level 4 Diploma. You can comfortably commute to our office in Ilkley Be a great fit for our team - we'll figure that out when we meet you! Our partners at Aqueduct Recruitment are helping us to advertise this role, and all CVs will be forwarded directly to Trigpoint for review. If you do not have an up-to-date CV, please don't worry - wither send what you have, or get in touch with Becky at Trigpoint directly for an initial chat to see what we can do for you.
Jul 30, 2026
Full time
What's important to you? Flexibility around your family? Exceptional benefits (30 holidays, private healthcare etc) Joining a growing SME? Interesting and varied work? Development opportunities, should you want them? Along with a salary commensurate with your experience, a career with Trigpoint Financial Planning will offer you all of this. Our focus is financial planning for high net-worth individuals; we can't expect the highest levels of service without giving our people the best environment and conditions. The business is run by a working mum; we fully understand the demands of life outside the office, and are open to whatever working hours and arrangements you need. We are looking for an experienced paraplanner, so you will know what the work involves. Trigpoint are looking to grow, so if career development is important to you either now or in the future, we can accommodate and support your ambitions. Equally, if you need an interesting and stimulating job that fits around your commitments at home, we will welcome you with open arms. You may also be nearing the end of your career, and looking for a part-time role - this could be an ideal fit for you. So what do we need from you? You will have at least a Level 4 Diploma. You can comfortably commute to our office in Ilkley Be a great fit for our team - we'll figure that out when we meet you! Our partners at Aqueduct Recruitment are helping us to advertise this role, and all CVs will be forwarded directly to Trigpoint for review. If you do not have an up-to-date CV, please don't worry - wither send what you have, or get in touch with Becky at Trigpoint directly for an initial chat to see what we can do for you.
Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Jul 30, 2026
Full time
Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS). Benefits: Hybrid working Full study support towards professional qualifications BUPA private health cover Company pension scheme Uncapped bonus structure with no minimum threshold Client leads provided (new and existing clients) Clear and structured career progression into a Financial Adviser role Supportive and collaborative working environment About the Company: Templegate Recruitment is delighted to be working with a well-established, independent financial planning firm seeking an ambitious Paraplanner / Trainee Financial Adviser to join its growing team. This is an excellent opportunity for an experienced Paraplanner or Senior IFA Administrator looking to take the next step into financial advice. The role offers a genuine hybrid route, allowing you to continue utilising your technical Paraplanner expertise while developing the skills and experience needed to become a fully competent Financial Adviser. With full study support, all client leads provided, and a transparent career pathway, this opportunity is ideal for someone looking to build a long-term career in financial planning. Key Responsibilities: Produce high-quality suitability reports and carry out technical research across pensions, investments and protection. Support advisers by preparing recommendations and maintaining compliance standards. Attend client meetings alongside senior advisers before gradually taking ownership of your own client relationships. Deliver holistic financial planning advice as you progress towards Competent Adviser Status (CAS). Manage new and existing client reviews, ensuring an exceptional client experience. Maintain accurate client records and work within FCA and company compliance procedures. Continue developing your technical knowledge through ongoing professional qualifications and training. What We're Looking For: Previous experience working within an Independent Financial Adviser (IFA) practice as a Paraplanner or Senior IFA Administrator. Strong technical knowledge with experience writing complex suitability reports. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or close to completing the qualification. Excellent communication and relationship-building skills. A genuine ambition to progress from Paraplanner into a client-facing Financial Adviser role. Highly organised with excellent attention to detail and a strong commitment to delivering quality work. Able to commute to Buxton, Derbyshire. Desirable Skills: Experience using financial planning and provider platforms. Strong knowledge of pensions, investments and protection products. Confidence supporting advisers with technical planning strategies. Previous experience as a Paraplanner within an IFA environment. Working towards Chartered Financial Planner status would be advantageous but is not essential. Motivated to develop from a technical Paraplanner position into a successful Financial Adviser career. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Jul 30, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS). Benefits: Hybrid working Full study support towards professional qualifications BUPA private health cover Company pension scheme Uncapped bonus structure with no minimum threshold Client leads provided (new and existing clients) Clear and structured career progression into a Financial Adviser role Supportive and collaborative working environment About the Company: Templegate Recruitment is delighted to be working with a well-established, independent financial planning firm seeking an ambitious Paraplanner / Trainee Financial Adviser to join its growing team. This is an excellent opportunity for an experienced Paraplanner or Senior IFA Administrator looking to take the next step into financial advice. The role offers a genuine hybrid route, allowing you to continue utilising your technical Paraplanner expertise while developing the skills and experience needed to become a fully competent Financial Adviser. With full study support, all client leads provided, and a transparent career pathway, this opportunity is ideal for someone looking to build a long-term career in financial planning. Key Responsibilities: Produce high-quality suitability reports and carry out technical research across pensions, investments and protection. Support advisers by preparing recommendations and maintaining compliance standards. Attend client meetings alongside senior advisers before gradually taking ownership of your own client relationships. Deliver holistic financial planning advice as you progress towards Competent Adviser Status (CAS). Manage new and existing client reviews, ensuring an exceptional client experience. Maintain accurate client records and work within FCA and company compliance procedures. Continue developing your technical knowledge through ongoing professional qualifications and training. What We're Looking For: Previous experience working within an Independent Financial Adviser (IFA) practice as a Paraplanner or Senior IFA Administrator. Strong technical knowledge with experience writing complex suitability reports. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or close to completing the qualification. Excellent communication and relationship-building skills. A genuine ambition to progress from Paraplanner into a client-facing Financial Adviser role. Highly organised with excellent attention to detail and a strong commitment to delivering quality work. Able to commute to Buxton, Derbyshire. Desirable Skills: Experience using financial planning and provider platforms. Strong knowledge of pensions, investments and protection products. Confidence supporting advisers with technical planning strategies. Previous experience as a Paraplanner within an IFA environment. Working towards Chartered Financial Planner status would be advantageous but is not essential. Motivated to develop from a technical Paraplanner position into a successful Financial Adviser career. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Financial Planner / IFA Doncaster £50,000 basic + bonus + benefits OTE £60,000+ Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £50,000 to £55,000 basic salary depending on experience Bonus structure + OTE £60,000+ Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jul 30, 2026
Full time
Financial Planner / IFA Doncaster £50,000 basic + bonus + benefits OTE £60,000+ Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £50,000 to £55,000 basic salary depending on experience Bonus structure + OTE £60,000+ Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Independent Financial Advisor Glasgow, hybrid and flexible workingSalary £60,000 to £80,000 + bonus + benefits Take over an established client bank from a retiring Advisor, with no requirement to bring clients with you and the flexibility to work in a way that suits you. This is an excellent opportunity for an experienced Financial Advisor to join a growing independent financial planning firm. You'll inherit an existing portfolio of clients and be supported by experienced paraplanners and administrators, allowing you to focus on delivering high quality advice and building long-term client relationships. The role may also include supporting a small number of corporate clients, although previous corporate advice experience is not required. This opportunity is likely to appeal to Advisors who prefer the culture and flexibility of a smaller independent business over a large national firm or consolidator. About the firm Our client is a growing independent financial planning firm based near Glasgow city centre. They provide holistic advice across pensions, investments, protection and retirement planning, delivering a highly personalised service to individuals, families and business owners. The culture is supportive and collaborative, with genuine flexibility around hybrid working, working hours and how advisors manage their client relationships. What you'll do Take ownership of an existing client portfolio, maintaining and developing long-term relationships Deliver holistic financial planning advice across pensions, investments and protection Conduct regular client reviews and ensure recommendations remain suitable Build relationships with prospective clients and professional introducers Support a small number of corporate client relationships where required Work closely with paraplanners and administrators to deliver a high quality client experience Maintain accurate and compliant client records Contribute to the ongoing growth and success of the business What you'll need Experience working as a Financial Advisor within a regulated environment Level 4 Diploma qualified CAS status Strong knowledge of pensions, investments and financial planning Excellent communication and relationship-building skills A client-focused approach and commitment to delivering high quality advice Benefits Bonus scheme Pension contributions matched up to 10% Private Medical Insurance Death in Service cover Electric car scheme Hybrid and flexible working arrangements Regular staff wellbeing initiatives and team perks Ongoing professional development support If you're interested, please click Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Jul 30, 2026
Full time
Independent Financial Advisor Glasgow, hybrid and flexible workingSalary £60,000 to £80,000 + bonus + benefits Take over an established client bank from a retiring Advisor, with no requirement to bring clients with you and the flexibility to work in a way that suits you. This is an excellent opportunity for an experienced Financial Advisor to join a growing independent financial planning firm. You'll inherit an existing portfolio of clients and be supported by experienced paraplanners and administrators, allowing you to focus on delivering high quality advice and building long-term client relationships. The role may also include supporting a small number of corporate clients, although previous corporate advice experience is not required. This opportunity is likely to appeal to Advisors who prefer the culture and flexibility of a smaller independent business over a large national firm or consolidator. About the firm Our client is a growing independent financial planning firm based near Glasgow city centre. They provide holistic advice across pensions, investments, protection and retirement planning, delivering a highly personalised service to individuals, families and business owners. The culture is supportive and collaborative, with genuine flexibility around hybrid working, working hours and how advisors manage their client relationships. What you'll do Take ownership of an existing client portfolio, maintaining and developing long-term relationships Deliver holistic financial planning advice across pensions, investments and protection Conduct regular client reviews and ensure recommendations remain suitable Build relationships with prospective clients and professional introducers Support a small number of corporate client relationships where required Work closely with paraplanners and administrators to deliver a high quality client experience Maintain accurate and compliant client records Contribute to the ongoing growth and success of the business What you'll need Experience working as a Financial Advisor within a regulated environment Level 4 Diploma qualified CAS status Strong knowledge of pensions, investments and financial planning Excellent communication and relationship-building skills A client-focused approach and commitment to delivering high quality advice Benefits Bonus scheme Pension contributions matched up to 10% Private Medical Insurance Death in Service cover Electric car scheme Hybrid and flexible working arrangements Regular staff wellbeing initiatives and team perks Ongoing professional development support If you're interested, please click Apply now, or reach out to Ross Altan at Reed. Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write suitability reports for cases of varying complexity Run cashflow models for clients Be a point of contact for technical queries for colleagues and advisers Communicating with clients on research and report timescales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connectionsand a natural problem solver. The role may suit an able career paraplanner who does not wish to beclient facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status Have a minimum of 3 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be a good team player Excellent communication skills, both verbally and in writing Be comfortable with working in a fast-paced environment Be organised and able to manage a busy workload This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staff and the opportunity to grow and your career. They also offer hybrid working with only 2 days required in the office weekly.
Jul 30, 2026
Full time
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write suitability reports for cases of varying complexity Run cashflow models for clients Be a point of contact for technical queries for colleagues and advisers Communicating with clients on research and report timescales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connectionsand a natural problem solver. The role may suit an able career paraplanner who does not wish to beclient facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status Have a minimum of 3 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be a good team player Excellent communication skills, both verbally and in writing Be comfortable with working in a fast-paced environment Be organised and able to manage a busy workload This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staff and the opportunity to grow and your career. They also offer hybrid working with only 2 days required in the office weekly.
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Jul 30, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Jul 30, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Hybrid Working Annual Bonus Excellent Benefits Career Development Opportunities Location: Uxbridge, West London (Hybrid Working inc every Friday at home) Salary: £33,000-£36,000 DOE + Annual Bonus Hours: Full-time (37.5 hours per week) About the Company Our client is a well-established independent financial planning practice with an outstanding reputation for delivering personalised, long-term financial advice. Built on professionalism, trust and strong client relationships, the business has created a collaborative working environment where quality always comes before volume. As the firm continues to grow, they're looking to welcome an experienced Financial Services Administrator to their close-knit team. The Opportunity This is an excellent opportunity for an experienced Financial Services Administrator looking to join a supportive, relationship-led business where your contribution is genuinely valued. Working alongside Financial Advisers and Paraplanners, you'll play a key role in delivering a seamless client experience by managing the administration of pensions, investments and protection business from start to finish. Whether you're looking to continue building your career as a specialist administrator or progress into Paraplanning in the future, you'll be joining a firm that actively supports professional development and long-term career growth. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Process new business across pensions, investments and protection accurately and efficiently. Manage Letters of Authority (LOAs), tracking requests and liaising with providers to obtain information promptly. Support the firm's Annual Review Service by preparing review packs, obtaining valuations and scheduling client reviews. Prepare client documentation and meeting packs. Liaise with providers, investment platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office (iO). Support Paraplanners with report preparation and technical administration. Provide proactive updates to clients, ensuring an exceptional level of customer service. Identify opportunities to improve processes and contribute to the continued efficiency of the business. About You You'll already have experience working within a Financial Services Administration role and enjoy providing high-quality support within an Independent Financial Advice or Wealth Management environment. You'll also have: Experience supporting Financial Advisers throughout the advice process. A good understanding of pensions, investments and protection products. Experience managing Letters of Authority and new business administration. Excellent organisational skills with strong attention to detail. The ability to prioritise multiple cases effectively. Strong written and verbal communication skills. A professional, personable and client-focused approach. Experience using Intelligent Office (iO) would be advantageous. Experience using FE Analytics or industry platforms would be beneficial. Why Join? This is a business where people genuinely enjoy working together. You'll become part of a small, supportive team where initiative is encouraged, achievements are recognised and long-term relationships matter. Whether your ambition is to build a long-term career as a Financial Services Administrator or develop into Paraplanning in the future, you'll receive the support and opportunities to achieve your goals. Benefits Business Performance Bonus Scheme Hybrid working. 25 days annual leave plus Bank Holidays. Auto-enrolment pension scheme. Ongoing professional development and technical training. Support towards further professional qualifications. Clear career progression opportunities, including a structured pathway into Paraplanning for those who wish to develop. Free on-site parking. Join a growing independent financial planning practice where your contribution is recognised and valued.
Jul 30, 2026
Full time
Hybrid Working Annual Bonus Excellent Benefits Career Development Opportunities Location: Uxbridge, West London (Hybrid Working inc every Friday at home) Salary: £33,000-£36,000 DOE + Annual Bonus Hours: Full-time (37.5 hours per week) About the Company Our client is a well-established independent financial planning practice with an outstanding reputation for delivering personalised, long-term financial advice. Built on professionalism, trust and strong client relationships, the business has created a collaborative working environment where quality always comes before volume. As the firm continues to grow, they're looking to welcome an experienced Financial Services Administrator to their close-knit team. The Opportunity This is an excellent opportunity for an experienced Financial Services Administrator looking to join a supportive, relationship-led business where your contribution is genuinely valued. Working alongside Financial Advisers and Paraplanners, you'll play a key role in delivering a seamless client experience by managing the administration of pensions, investments and protection business from start to finish. Whether you're looking to continue building your career as a specialist administrator or progress into Paraplanning in the future, you'll be joining a firm that actively supports professional development and long-term career growth. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Process new business across pensions, investments and protection accurately and efficiently. Manage Letters of Authority (LOAs), tracking requests and liaising with providers to obtain information promptly. Support the firm's Annual Review Service by preparing review packs, obtaining valuations and scheduling client reviews. Prepare client documentation and meeting packs. Liaise with providers, investment platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office (iO). Support Paraplanners with report preparation and technical administration. Provide proactive updates to clients, ensuring an exceptional level of customer service. Identify opportunities to improve processes and contribute to the continued efficiency of the business. About You You'll already have experience working within a Financial Services Administration role and enjoy providing high-quality support within an Independent Financial Advice or Wealth Management environment. You'll also have: Experience supporting Financial Advisers throughout the advice process. A good understanding of pensions, investments and protection products. Experience managing Letters of Authority and new business administration. Excellent organisational skills with strong attention to detail. The ability to prioritise multiple cases effectively. Strong written and verbal communication skills. A professional, personable and client-focused approach. Experience using Intelligent Office (iO) would be advantageous. Experience using FE Analytics or industry platforms would be beneficial. Why Join? This is a business where people genuinely enjoy working together. You'll become part of a small, supportive team where initiative is encouraged, achievements are recognised and long-term relationships matter. Whether your ambition is to build a long-term career as a Financial Services Administrator or develop into Paraplanning in the future, you'll receive the support and opportunities to achieve your goals. Benefits Business Performance Bonus Scheme Hybrid working. 25 days annual leave plus Bank Holidays. Auto-enrolment pension scheme. Ongoing professional development and technical training. Support towards further professional qualifications. Clear career progression opportunities, including a structured pathway into Paraplanning for those who wish to develop. Free on-site parking. Join a growing independent financial planning practice where your contribution is recognised and valued.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.
Jul 30, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.
Jul 30, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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/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
Jul 30, 2026
Full time
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
Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time Permanent The Opportunity Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team. This is an excellent opportunity for someone with at least 12 months' paraplanning experience who is either Level 4 qualified or actively working towards completion. You'll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes. The Role As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You'll play a key role in research, report writing, and shaping tailored financial planning solutions. Key Responsibilities Preparing detailed and compliant suitability reports Conducting research across pensions, investments, and protection Supporting advisers in designing bespoke client recommendations Analysing client information to identify suitable strategies Liaising with product providers and third parties Keeping up to date with market and regulatory changes Providing technical support and contributing to process improvements About You Minimum 12 months' experience in a Paraplanning role Level 4 Diploma qualified or actively working towards completion Strong technical knowledge across core financial planning areas Excellent report-writing and communication skills Highly organised with strong attention to detail Proactive, team-oriented, and able to work independently Passionate about delivering high-quality client outcomes What's in it for You? Salary of £30,000 - £45,000 depending on experience Clear progression and professional development opportunities Supportive, collaborative team culture Private healthcare Generous holiday entitlement Pension scheme Free on-site parking Access to on-site wellbeing facilities and activities Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.
Jul 30, 2026
Full time
Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time Permanent The Opportunity Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team. This is an excellent opportunity for someone with at least 12 months' paraplanning experience who is either Level 4 qualified or actively working towards completion. You'll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes. The Role As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You'll play a key role in research, report writing, and shaping tailored financial planning solutions. Key Responsibilities Preparing detailed and compliant suitability reports Conducting research across pensions, investments, and protection Supporting advisers in designing bespoke client recommendations Analysing client information to identify suitable strategies Liaising with product providers and third parties Keeping up to date with market and regulatory changes Providing technical support and contributing to process improvements About You Minimum 12 months' experience in a Paraplanning role Level 4 Diploma qualified or actively working towards completion Strong technical knowledge across core financial planning areas Excellent report-writing and communication skills Highly organised with strong attention to detail Proactive, team-oriented, and able to work independently Passionate about delivering high-quality client outcomes What's in it for You? Salary of £30,000 - £45,000 depending on experience Clear progression and professional development opportunities Supportive, collaborative team culture Private healthcare Generous holiday entitlement Pension scheme Free on-site parking Access to on-site wellbeing facilities and activities Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.
Paraplanner - Wealth Management Hybrid Working£35,000 - £45,000 (DOE) The Company A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team. The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service. The Role This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice. The role is predominantly office-based, offering strong team interaction and development opportunities. Key Responsibilities Prepare detailed and compliant suitability reports Conduct technical research to support financial planning recommendations Analyse client fact finds and identify suitable solutions Support investment and pension planning strategies Undertake client portfolio reviews Carry out cashflow modelling Liaise with product providers and internal teams Respond to client and adviser queries effectively Ensure all work meets FCA and regulatory requirements Requirements Previous experience as a Paraplanner within financial planning/wealth management Strong knowledge of pensions, investments, and financial products Experience producing suitability reports Good understanding of FCA regulations and compliance Working towards or holding Diploma in Financial Planning (preferred) Strong analytical and organisational skills Benefits Competitive salary package Hybrid working Supportive team environment Ongoing professional development and study support Opportunity to work on complex and varied cases
Jul 30, 2026
Full time
Paraplanner - Wealth Management Hybrid Working£35,000 - £45,000 (DOE) The Company A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team. The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service. The Role This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice. The role is predominantly office-based, offering strong team interaction and development opportunities. Key Responsibilities Prepare detailed and compliant suitability reports Conduct technical research to support financial planning recommendations Analyse client fact finds and identify suitable solutions Support investment and pension planning strategies Undertake client portfolio reviews Carry out cashflow modelling Liaise with product providers and internal teams Respond to client and adviser queries effectively Ensure all work meets FCA and regulatory requirements Requirements Previous experience as a Paraplanner within financial planning/wealth management Strong knowledge of pensions, investments, and financial products Experience producing suitability reports Good understanding of FCA regulations and compliance Working towards or holding Diploma in Financial Planning (preferred) Strong analytical and organisational skills Benefits Competitive salary package Hybrid working Supportive team environment Ongoing professional development and study support Opportunity to work on complex and varied cases
Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential . Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications. What's on Offer? Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you. 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 30, 2026
Full time
Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential . Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications. What's on Offer? Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you. 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 Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Jul 30, 2026
Full time
Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.
Jul 30, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. 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.
Hybrid Working Annual Bonus Scheme Hybrid 2 days per week inc every Friday at home Career Development Location: Uxbridge, West London (Hybrid) About the Role We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers. This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You'll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection. Key Responsibilities Prepare suitability reports across pensions, investments and protection. Carry out technical research and product analysis. Support advisers with complex case preparation. Review Letters of Authority (LOAs) and provider information. Liaise with providers and investment platforms. Maintain accurate records using Intelligent Office (iO). Keep up to date with regulatory and technical developments. About You You'll have experience working as a Paraplanner within an IFA or Wealth Management firm together with: Strong knowledge of pensions, investments and protection. Experience producing suitability reports. Excellent analytical and report-writing skills. Strong attention to detail and organisational skills. Diploma qualified or working towards Chartered status (desirable). Experience with Intelligent Office and FE Analytics is advantageous. Why Join? This firm has a genuine track record of developing its people. Several members of the advisory team have progressed internally from Paraplanning, making this an excellent opportunity for someone looking to build a long-term career within financial planning. Benefits Competitive salary. Business Performance Bonus Scheme. Hybrid working 2 days including every Friday at home 25 days' holiday plus Bank Holidays. Pension scheme. Ongoing technical training and professional development. Support towards Diploma and Chartered qualifications. Free on-site parking. If this role isn't quite right, we'd still love to hear from you. We regularly partner with independent financial planning firms on opportunities that never reach the open market.
Jul 30, 2026
Full time
Hybrid Working Annual Bonus Scheme Hybrid 2 days per week inc every Friday at home Career Development Location: Uxbridge, West London (Hybrid) About the Role We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers. This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You'll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection. Key Responsibilities Prepare suitability reports across pensions, investments and protection. Carry out technical research and product analysis. Support advisers with complex case preparation. Review Letters of Authority (LOAs) and provider information. Liaise with providers and investment platforms. Maintain accurate records using Intelligent Office (iO). Keep up to date with regulatory and technical developments. About You You'll have experience working as a Paraplanner within an IFA or Wealth Management firm together with: Strong knowledge of pensions, investments and protection. Experience producing suitability reports. Excellent analytical and report-writing skills. Strong attention to detail and organisational skills. Diploma qualified or working towards Chartered status (desirable). Experience with Intelligent Office and FE Analytics is advantageous. Why Join? This firm has a genuine track record of developing its people. Several members of the advisory team have progressed internally from Paraplanning, making this an excellent opportunity for someone looking to build a long-term career within financial planning. Benefits Competitive salary. Business Performance Bonus Scheme. Hybrid working 2 days including every Friday at home 25 days' holiday plus Bank Holidays. Pension scheme. Ongoing technical training and professional development. Support towards Diploma and Chartered qualifications. Free on-site parking. If this role isn't quite right, we'd still love to hear from you. We regularly partner with independent financial planning firms on opportunities that never reach the open market.
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
Jul 30, 2026
Full time
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
Job Title: Paraplanner Location: Rotherham (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Jul 30, 2026
Full time
Job Title: Paraplanner Location: Rotherham (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
