Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 08, 2026
Full time
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Aug 08, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £50,000 (slight flexibility for someone Chartered) 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Paraplanner looking for more autonomy and flexibility, please apply now.
Aug 08, 2026
Full time
Remote Paraplanner - £50,000 - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Paraplanner based in the South East (London or reasonable commutable distance to London). Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, with expectation to be in London twice a month for team meetings. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £50,000 (slight flexibility for someone Chartered) 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Paraplanner looking for more autonomy and flexibility, please apply now.
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Aug 08, 2026
Full time
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Grove Talent Solutions
Kettering, Northamptonshire
Job Title: Paraplanner Location: Kettering (Hybrid Working) Salary: £35,000 - £45,000, Negotiable depending on experience About the Company A highly technical, independent financial planning practice based in Kettering, providing bespoke wealth management and financial planning advice to private clients, business owners, professionals and retirees. They focus on delivering exceptional client outcomes through long-term relationships, technical excellence and outstanding service. As the business continues to grow, they are now seeking an experienced and motivated Paraplanner to support the advisers and play a key role in delivering high-quality financial planning recommendations. The Opportunity A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. The role involves researching financial solutions, preparing suitability reports and working closely with advisers throughout the advice process. Given the development at the firm, there is an opportunity for this role to develop towards advising in a couple of years' time, if desired. Key Responsibilities Produce and package financial reports for a variety of Pensions, and Investment products. Conduct financial analysis by reviewing client income, assets, liabilities, and financial goals Create and compile reports, illustrations and fund research. Answer technical queries and liaise with clients as and when needed. Perform cash flow modelling and maintain up-to-date knowledge of products and platforms. Qualifications & Experience: Diploma qualified (or significant progress made towards this) Previous experience as a Paraplanner or a similar role in a financial planning firm. Strong understanding of financial products, platforms, and compliance requirements. Strong problem-solving abilities and attention to detail. Proficiency in financial planning software and tools. Some of the Benefits 25 Days Holiday + Bank Holidays Full CII Exam and membership support Opportunity to develop towards advising in the future Hybrid Working (After probation) 5 % Pension
Aug 08, 2026
Full time
Job Title: Paraplanner Location: Kettering (Hybrid Working) Salary: £35,000 - £45,000, Negotiable depending on experience About the Company A highly technical, independent financial planning practice based in Kettering, providing bespoke wealth management and financial planning advice to private clients, business owners, professionals and retirees. They focus on delivering exceptional client outcomes through long-term relationships, technical excellence and outstanding service. As the business continues to grow, they are now seeking an experienced and motivated Paraplanner to support the advisers and play a key role in delivering high-quality financial planning recommendations. The Opportunity A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. The role involves researching financial solutions, preparing suitability reports and working closely with advisers throughout the advice process. Given the development at the firm, there is an opportunity for this role to develop towards advising in a couple of years' time, if desired. Key Responsibilities Produce and package financial reports for a variety of Pensions, and Investment products. Conduct financial analysis by reviewing client income, assets, liabilities, and financial goals Create and compile reports, illustrations and fund research. Answer technical queries and liaise with clients as and when needed. Perform cash flow modelling and maintain up-to-date knowledge of products and platforms. Qualifications & Experience: Diploma qualified (or significant progress made towards this) Previous experience as a Paraplanner or a similar role in a financial planning firm. Strong understanding of financial products, platforms, and compliance requirements. Strong problem-solving abilities and attention to detail. Proficiency in financial planning software and tools. Some of the Benefits 25 Days Holiday + Bank Holidays Full CII Exam and membership support Opportunity to develop towards advising in the future Hybrid Working (After probation) 5 % Pension
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 08, 2026
Full time
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified (or working towards) At least 2 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 07, 2026
Full time
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified (or working towards) At least 2 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Aug 07, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Financial Services Administrator Location: Hybrid (office/home working) Office in Uxbridge Hours: Full-time (37.5 hours per week) Salary: £33,000-£36,000 depending on experience Our clients are an independent financial planning practice committed to building long-term relationships with clients through exceptional personal service. As the business continues to grow, they are looking for an experienced Financial Services Administrator to join the team and play a key role in supporting both the advisers and clients. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys working in a client-focused environment. The successful candidate will provide comprehensive administrative support throughout the financial planning process, ensuring that business is processed accurately, clients are kept informed, and advisers have everything they need to deliver an outstanding service. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Manage the end-to-end processing of new business across pensions, investments and protection. Handle Letters of Authority (LOAs), ensuring requests are submitted, monitored and followed through efficiently to obtain the required information from providers. Support the firm's ongoing Annual Review Service by preparing review packs, obtaining up-to-date valuations and policy information, scheduling reviews and ensuring service standards are maintained. Prepare documentation and client information for meetings. Liaise with providers, platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office. Assist with report preparation and administration required by Paraplanners. Provide proactive updates to clients throughout the advice process, delivering a high standard of customer service. Identify opportunities to improve administrative processes and contribute to the continued efficiency of the business. Skills and Experience Essential Previous experience working within a Financial Services Administration role. Good understanding of pensions, investments and protection products. Excellent organisational skills with strong attention to detail. Ability to manage multiple cases and prioritise workload effectively. Strong written and verbal communication skills. Professional and personable approach when dealing with clients. Competent in Microsoft Office applications. Desirable Experience using Intelligent Office (iO). Experience using FE Analytics. Knowledge of industry platforms and provider systems. Experience supporting financial planners within an independent financial advice practice. Additional bonuses up to £3,000 per annum and excellent benefits
Aug 07, 2026
Full time
Financial Services Administrator Location: Hybrid (office/home working) Office in Uxbridge Hours: Full-time (37.5 hours per week) Salary: £33,000-£36,000 depending on experience Our clients are an independent financial planning practice committed to building long-term relationships with clients through exceptional personal service. As the business continues to grow, they are looking for an experienced Financial Services Administrator to join the team and play a key role in supporting both the advisers and clients. This is an excellent opportunity for an experienced administrator with a background in financial services who enjoys working in a client-focused environment. The successful candidate will provide comprehensive administrative support throughout the financial planning process, ensuring that business is processed accurately, clients are kept informed, and advisers have everything they need to deliver an outstanding service. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process. Manage the end-to-end processing of new business across pensions, investments and protection. Handle Letters of Authority (LOAs), ensuring requests are submitted, monitored and followed through efficiently to obtain the required information from providers. Support the firm's ongoing Annual Review Service by preparing review packs, obtaining up-to-date valuations and policy information, scheduling reviews and ensuring service standards are maintained. Prepare documentation and client information for meetings. Liaise with providers, platforms and third parties to progress cases and resolve queries. Maintain accurate client records and workflows within Intelligent Office. Assist with report preparation and administration required by Paraplanners. Provide proactive updates to clients throughout the advice process, delivering a high standard of customer service. Identify opportunities to improve administrative processes and contribute to the continued efficiency of the business. Skills and Experience Essential Previous experience working within a Financial Services Administration role. Good understanding of pensions, investments and protection products. Excellent organisational skills with strong attention to detail. Ability to manage multiple cases and prioritise workload effectively. Strong written and verbal communication skills. Professional and personable approach when dealing with clients. Competent in Microsoft Office applications. Desirable Experience using Intelligent Office (iO). Experience using FE Analytics. Knowledge of industry platforms and provider systems. Experience supporting financial planners within an independent financial advice practice. Additional bonuses up to £3,000 per annum and excellent benefits
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
Aug 07, 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
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 07, 2026
Full time
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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.
Aug 07, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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 We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Aug 07, 2026
Full time
Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Aug 07, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 07, 2026
Full time
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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.
Aug 07, 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.
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.
Aug 07, 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 Stockport Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Aug 07, 2026
Full time
Paraplanner Stockport Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process. Action and follow up on meeting notes, including investigating existing arrangements, where required, by obtaining, reviewing and recording information relevant to the new advice. Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification - Qualifications & Experience Essential Level 4 CII Diploma in Financial Planning (or equivalent). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable 2 years experience in a Paraplanning role. Financial Planning experience. Degree in Finance, Economics or Business (or equivalent work experience). Person Specification - Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 07, 2026
Full time
Paraplanner Leicestershire (our ref AL1420) Salary £40,000 - £50,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner and act as a key point of contact for clients throughout the initial advice process. Action and follow up on meeting notes, including investigating existing arrangements, where required, by obtaining, reviewing and recording information relevant to the new advice. Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification - Qualifications & Experience Essential Level 4 CII Diploma in Financial Planning (or equivalent). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable 2 years experience in a Paraplanning role. Financial Planning experience. Degree in Finance, Economics or Business (or equivalent work experience). Person Specification - Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Paraplanner - Wealth Management Salary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: None About the Role Our client is seeking an experienced Paraplanner to join their established wealth management practice click apply for full job details
Aug 07, 2026
Full time
Paraplanner - Wealth Management Salary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: None About the Role Our client is seeking an experienced Paraplanner to join their established wealth management practice click apply for full job details
