Paraplanner Up to £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Paraplanner position with senior responsibilities, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
Aug 04, 2026
Full time
Paraplanner Up to £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Paraplanner position with senior responsibilities, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 04, 2026
Full time
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
Aug 03, 2026
Full time
Job Title: Senior IFA Administrator Industry: Financial Planning / Financial Services Location: Leeds Salary: Up to £35,000 (dependent on experience) Job Ref: 10514 Job Description: Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Financial Planning firm. The purpose of this role is to provide high-quality administrative support to Financial Advisers and clients, ensuring an efficient, compliant and professional service is delivered at all times. You will also play an important role in supporting and mentoring less experienced team members, maintaining excellent client service standards and ensuring all business is processed accurately and within regulatory requirements. This position requires excellent organisational skills, strong technical knowledge of financial services products, and previous experience within an Independent Financial Advice environment. Key Responsibilities: Provide comprehensive administrative support to Financial Advisers and clients Process new business across investments, pensions and protection cases Prepare client documentation including application packs, client agreements and supporting paperwork Obtain provider information through Letters of Authority (LOAs) and collate documentation for advisers and paraplanners Complete online and paper-based business processing, including fund switches, withdrawals, income payments and other client transactions Carry out post-implementation processing for investment and pension business Maintain accurate client records using back-office systems Liaise with product providers and clients to obtain information and resolve queries Support and mentor junior administrators, providing guidance and training where required Assist with team training and share technical knowledge across the business Ensure all work is completed accurately, compliantly and within agreed service standards Manage incoming correspondence, update client records and support wider office administration Handle client and adviser enquiries professionally via telephone and email Assist with ad hoc projects and departmental initiatives as required What's in it for you? Competitive salary depending on experience Opportunity to work within a well-established and supportive financial planning firm Ongoing professional development and training Career progression opportunities Collaborative and friendly team environment Comprehensive benefits package (details available on application) Skills and Experience Required: Minimum of 3-5 years' experience as an IFA Administrator or Financial Services Administrator within an Independent Financial Advice practice Strong understanding of investment, pension and protection products Experience processing complex financial services business Working knowledge of Pension Drawdown, Trusts and inheritance tax planning products would be advantageous Experience using Intelligent Office (iO) or similar back-office systems Proficient in Microsoft Office, particularly Excel, Word and Outlook Excellent organisational skills with the ability to prioritise a varied workload Strong communication skills with the ability to build positive relationships with colleagues, advisers and clients Ability to support, coach and develop less experienced team members High attention to detail with a strong understanding of compliance and FCA regulatory requirements A proactive, solutions-focused approach with the ability to work independently and as part of a team
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Jul 29, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Oct 08, 2025
Full time
Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
TEMPLEGATE RECRUITMENT LIMITED
Sutton Coldfield, West Midlands
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Junior Paraplanner (Technical Support) Location: Sutton Coldfield Salary: £30,000 £35,000 per annum (depending on experience) Contract: Full-time, 100% office-based Why Join This Firm? This is an excellent opportunity to join a respected and growing Independent Financial Adviser (IFA) practice in a role that blends paraplanning an click apply for full job details
Oct 03, 2025
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Junior Paraplanner (Technical Support) Location: Sutton Coldfield Salary: £30,000 £35,000 per annum (depending on experience) Contract: Full-time, 100% office-based Why Join This Firm? This is an excellent opportunity to join a respected and growing Independent Financial Adviser (IFA) practice in a role that blends paraplanning an click apply for full job details
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Sep 26, 2025
Full time
BRAND NEW ROLE: Junior Paraplanner Vacancy Boutique Wealth Management Firm £35k - £40k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Junior Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £40k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
Sep 23, 2025
Full time
Paraplanner, Client Facing - Wealth Management Take Your Career to the Next Level in Wealth Management! An exciting opportunity has arisen for a Junior Technical Consultant to join a highly successful and dynamic team in London. This role is ideal for an ambitious individual with at least three years' experience in an IFA support role, looking to develop into a full paraplanning position while working with high-net-worth (HNW) clients who have complex financial planning needs. Salary: Up to £55,000 + Full Benefits & Discretionary Bonus Established Reputation: Work with a well-respected, award-winning firm that prioritises integrity, trust, and outstanding client service. Professional Development: Receive coaching and mentoring from senior experts to fast-track your career. Diverse Client Exposure: Engage with intelligent and demanding HNW clients on a range of financial planning strategies. Career Progression: Move towards a full paraplanning role with opportunities for further advancement. Hybrid & Flexible Working: Enjoy a mix of office and home-based working with the expectation to attend London-based client meetings. Key Responsibilities: Provide comprehensive financial planning support to Senior Adviser Assist in client meetings, take detailed notes, and follow up on technical queries. Prepare suitability reports and portfolio valuations using Intelligent Office. Help with new business processing and onboarding new clients. Support compliance and regulatory requirements. Develop expertise in cashflow modelling (Voyant) and suitability report writing. Build and maintain strong relationships with advisers, clients, and providers. What You'll Need: Diploma-qualified Experience in a client-facing support role within an independent financial advice (IFA) firm. Strong knowledge of investment, pensions, and protection products. Understanding of asset allocation, portfolio construction, and tax planning (CGT, IHT, Income Tax). Experience with Voyant cashflow modelling software (preferred but not essential). Exceptional communication skills and attention to detail. Highly organised, proactive, and able to manage multiple tasks under pressure.
Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.
Sep 23, 2025
Full time
Senior Paraplanner Bedford £45,000 £50,000 Hybrid + Benefits A fantastic opportunity for an experienced Senior Paraplanner to join a growing, client-focused Financial Planning firm in Bedford. You ll work closely with the MD and Advisers, attend client meetings, and support the full financial planning process. What s on Offer: £45,000 £50,000 salary Hybrid working after probation 25 days holiday + birthday off + BH 5% employer/employee pension Exam support (Level 6 if desired) Involvement in cutting-edge tech & AI tools Opportunity to mentor junior team members What We re Looking For: Level 4 qualified (minimum) Strong paraplanning experience Confident in cash flow modelling Experience with Intelligent Office (desirable) Join a forward-thinking firm where your input makes a real impact. Apply now or get in touch to find out more.
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Sep 22, 2025
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Junior Paraplanner Full-Time Permanent Hybrid Taunton 35 hours per week Are you passionate about delivering outstanding client service and developing your skills towards a full paraplanner role? We are seeking a proactive, confident Junior Paraplanner with a can-do attitude that is able to follow processes and take their own initiative to collaborate with Financial Advisers, Paraplanners and other colleagues to elevate the experience of our clients clients. If you thrive in a collaborative environment, are committed to excellence and have an analytical mindset, we would love to hear from you. This position is based in our clients Taunton office with the flexibility for some hybrid working from home as agreed. Your day to day duties would include (but are not limited to): Managing communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases and obtaining key information and updates where required. Sourcing key information for paraplanners and advisers from provider systems or via Telephone/email. Sourcing provider illustrations, documents and forms and keying the initial application stages into provider platforms and websites. Preparing research and analysis documents as required. Pre-populating forms as far as possible with client information and referring back to colleagues for details on any advice recommendations. Packaging reports and letters from the paraplanning team, ensuring that all documents and forms are enclosed. Preparing simple letters and annual review documents, which would increase in complexity following training and support within the team. Completing additional training as required to support development and regulatory exams, actively working towards paraplanner status. Preparing clear and concise handover notes for colleagues in other teams. Documenting/updating processes relevant to your role where necessary and sharing knowledge with your colleagues. Identifying opportunities for improvements and efficiencies within the processes and proactively flagging these with your line manager for continuous improvement. About you You are looking for a role that is heavily focused on building and maintaining excellent working relationships. Working as a team with Financial Advisers and paraplanners to provide excellent service to our clients. You have a pragmatic, analytical mindset and take pride in achieving high standards. 2 years minimum experience in Financial Advice Services. R01 is desirable but not essential, however equivalent experience should be demonstrable for those without industry exams. Excellent interpersonal and client care skills. Proven ability to work under own initiative and prioritise key tasks for efficiency. Excellent diary management, planning and organisational skills. Professional, articulate, and confident. Keen attention to detail and a problem-solving mind Empathetic and patient when dealing with difficult situations Competent with IT systems, especially Microsoft Office. Experience of systems such as IO and providers Confidence to ask questions and have a "can do" attitude. Motivated, flexible and proactive, and able to multi-task around tight deadlines. Our Clinet offers a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Core benefits Financial benefits: Pension Group life assurance - up to four times your core salary Health Cash Plan to help cover the costs of everyday healthcare 28 Days annual leave - plus bank holidays Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Sep 22, 2025
Full time
Junior Paraplanner Full-Time Permanent Hybrid Taunton 35 hours per week Are you passionate about delivering outstanding client service and developing your skills towards a full paraplanner role? We are seeking a proactive, confident Junior Paraplanner with a can-do attitude that is able to follow processes and take their own initiative to collaborate with Financial Advisers, Paraplanners and other colleagues to elevate the experience of our clients clients. If you thrive in a collaborative environment, are committed to excellence and have an analytical mindset, we would love to hear from you. This position is based in our clients Taunton office with the flexibility for some hybrid working from home as agreed. Your day to day duties would include (but are not limited to): Managing communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases and obtaining key information and updates where required. Sourcing key information for paraplanners and advisers from provider systems or via Telephone/email. Sourcing provider illustrations, documents and forms and keying the initial application stages into provider platforms and websites. Preparing research and analysis documents as required. Pre-populating forms as far as possible with client information and referring back to colleagues for details on any advice recommendations. Packaging reports and letters from the paraplanning team, ensuring that all documents and forms are enclosed. Preparing simple letters and annual review documents, which would increase in complexity following training and support within the team. Completing additional training as required to support development and regulatory exams, actively working towards paraplanner status. Preparing clear and concise handover notes for colleagues in other teams. Documenting/updating processes relevant to your role where necessary and sharing knowledge with your colleagues. Identifying opportunities for improvements and efficiencies within the processes and proactively flagging these with your line manager for continuous improvement. About you You are looking for a role that is heavily focused on building and maintaining excellent working relationships. Working as a team with Financial Advisers and paraplanners to provide excellent service to our clients. You have a pragmatic, analytical mindset and take pride in achieving high standards. 2 years minimum experience in Financial Advice Services. R01 is desirable but not essential, however equivalent experience should be demonstrable for those without industry exams. Excellent interpersonal and client care skills. Proven ability to work under own initiative and prioritise key tasks for efficiency. Excellent diary management, planning and organisational skills. Professional, articulate, and confident. Keen attention to detail and a problem-solving mind Empathetic and patient when dealing with difficult situations Competent with IT systems, especially Microsoft Office. Experience of systems such as IO and providers Confidence to ask questions and have a "can do" attitude. Motivated, flexible and proactive, and able to multi-task around tight deadlines. Our Clinet offers a supportive and flexible culture, taking your career seriously to enable you to be the best you can be. Core benefits Financial benefits: Pension Group life assurance - up to four times your core salary Health Cash Plan to help cover the costs of everyday healthcare 28 Days annual leave - plus bank holidays Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
