179 jobs found

Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).

Are you a qualified Level 4 Paraplanner, looking for a new and exciting challenge ? My wealth Management Company is seeking a dynamic individual, that is motivated and driven. A sales background is a must and ideally you will have worked in the financial markets and have the passion, desire and determination to succeed. An attractive basic salary, with bonus potential on offer. The role will involve seeking out new sales opportunities and assisting clients to make informed decisions. You will be selling financial products and services to private individuals and corporate clients. Please call now for further information and immediate start !

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.

Our client is seeking a motivated and detail-oriented Paraplanner to support Financial Advisers in delivering tailored financial planning solutions. This is an excellent opportunity to become part of a collaborative team that prides itself on delivering exceptional service while supporting ongoing professional development. As a Paraplanner, you'll play a vital role in the financial planning process, preparing high-quality suitability reports, conducting research, and ensuring clients receive accurate, compliant advice. Key responsibilities include: Producing detailed suitability reports and recommendation letters Gathering and analysing client information Researching financial products and solutions Obtaining information from pension providers and third parties Supporting Financial Advisers throughout the advice process Maintaining accurate client records and documentation Keeping up to date with regulatory and legislative changes Working closely with administrators and other team members to deliver an exceptional client experience About You We're looking for someone who has: Previous experience as a Paraplanner within an IFA or Wealth Management environment Experience writing suitability reports A strong understanding of financial planning products and advice processes DipPFS qualification (or working towards it) is desirable Excellent analytical and numerical skills Exceptional attention to detail Strong organisational skills and the ability to manage multiple priorities Experience working within a regulated financial services environment Proficiency in Microsoft Office, with experience using financial planning software being advantageous What's on Offer Competitive salary of £30,000 - £35,000 , depending on experience Support with professional qualifications and continued development Hybrid working after initial training Opportunities for long-term career progression If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.

PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.

What's important to you? Flexibility around your family? Exceptional benefits (30 holidays, private healthcare etc) Joining a growing SME? Interesting and varied work? Development opportunities, should you want them? Along with a salary commensurate with your experience, a career with Trigpoint Financial Planning will offer you all of this. Our focus is financial planning for high net-worth individuals; we can't expect the highest levels of service without giving our people the best environment and conditions. The business is run by a working mum; we fully understand the demands of life outside the office, and are open to whatever working hours and arrangements you need. We are looking for an experienced paraplanner, so you will know what the work involves. Trigpoint are looking to grow, so if career development is important to you either now or in the future, we can accommodate and support your ambitions. Equally, if you need an interesting and stimulating job that fits around your commitments at home, we will welcome you with open arms. You may also be nearing the end of your career, and looking for a part-time role - this could be an ideal fit for you. So what do we need from you? You will have at least a Level 4 Diploma. You can comfortably commute to our office in Ilkley Be a great fit for our team - we'll figure that out when we meet you! Our partners at Aqueduct Recruitment are helping us to advertise this role, and all CVs will be forwarded directly to Trigpoint for review. If you do not have an up-to-date CV, please don't worry - wither send what you have, or get in touch with Becky at Trigpoint directly for an initial chat to see what we can do for you.

Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.

Financial Planner / IFA Doncaster £50,000 basic + bonus + benefits OTE £60,000+ Existing client bank provided Immediate start available An excellent opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Silsden. This is an ideal opportunity for an adviser who enjoys building long-term client relationships and delivering high-quality advice, without the pressure of generating all of their own leads from scratch. You will inherit an existing client bank from day one and be fully supported by an experienced team of administrators and paraplanners, allowing you to focus on client relationships and advice delivery. The business offers a strong basic salary, bonus potential, excellent back-office support and genuine long-term career prospects within a supportive and professional environment. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £50,000 to £55,000 basic salary depending on experience Bonus structure + OTE £60,000+ Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

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

Paraplanner West Yorkshire (Office-based) £30,000 - £45,000 (Dependent on Experience) Full-time Permanent The Opportunity Reed is proud to be working with a highly respected, award-winning independent financial planning firm seeking to add a talented Paraplanner to their growing team. This is an excellent opportunity for someone with at least 12 months' paraplanning experience who is either Level 4 qualified or actively working towards completion. You'll join a collaborative, supportive environment where your technical expertise will directly contribute to delivering outstanding client outcomes. The Role As a Paraplanner, you will work closely alongside Financial Advisers to produce high-quality, compliant financial advice. You'll play a key role in research, report writing, and shaping tailored financial planning solutions. Key Responsibilities Preparing detailed and compliant suitability reports Conducting research across pensions, investments, and protection Supporting advisers in designing bespoke client recommendations Analysing client information to identify suitable strategies Liaising with product providers and third parties Keeping up to date with market and regulatory changes Providing technical support and contributing to process improvements About You Minimum 12 months' experience in a Paraplanning role Level 4 Diploma qualified or actively working towards completion Strong technical knowledge across core financial planning areas Excellent report-writing and communication skills Highly organised with strong attention to detail Proactive, team-oriented, and able to work independently Passionate about delivering high-quality client outcomes What's in it for You? Salary of £30,000 - £45,000 depending on experience Clear progression and professional development opportunities Supportive, collaborative team culture Private healthcare Generous holiday entitlement Pension scheme Free on-site parking Access to on-site wellbeing facilities and activities Regular social events Apply Now If you're a motivated Paraplanner looking to develop your career within a forward-thinking financial planning firm, apply today or contact Reed for more information.

Paraplanner - Wealth Management Hybrid Working£35,000 - £45,000 (DOE) The Company A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its collaborative and highly professional team. The business provides tailored financial planning and investment advice to a wide-ranging client base, with a strong focus on long-term relationships and high-quality service. The Role This is a key position supporting Financial Planners in delivering compliant, accurate, and client-focused advice. The role is predominantly office-based, offering strong team interaction and development opportunities. Key Responsibilities Prepare detailed and compliant suitability reports Conduct technical research to support financial planning recommendations Analyse client fact finds and identify suitable solutions Support investment and pension planning strategies Undertake client portfolio reviews Carry out cashflow modelling Liaise with product providers and internal teams Respond to client and adviser queries effectively Ensure all work meets FCA and regulatory requirements Requirements Previous experience as a Paraplanner within financial planning/wealth management Strong knowledge of pensions, investments, and financial products Experience producing suitability reports Good understanding of FCA regulations and compliance Working towards or holding Diploma in Financial Planning (preferred) Strong analytical and organisational skills Benefits Competitive salary package Hybrid working Supportive team environment Ongoing professional development and study support Opportunity to work on complex and varied cases

Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential . Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications. What's on Offer? Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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.

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Strategic Product Solutions Specialist Remote (UK) Up to £85,000 NJR Recruitment is delighted to be working 'exclusively' with an innovative and rapidly growing financial technology organisation that is transforming the way financial advice is delivered. This is a fantastic opportunity for an experienced Strategic Product Solutions Specialist to join a market-leading business at the forefront of financial planning technology. Working remotely from anywhere in the UK (preferably within commutable distance to London), you'll play a key role in supporting sales, product development, and client engagement across the UK and EMEA markets. This position would suit a Senior Paraplanner, Financial Planner or Financial Services professional with strong cashflow modelling knowledge , excellent technical expertise , and a passion for financial planning technology. The Role Working closely with Sales, Product and Client Success teams, you will become a trusted product expert, helping prospective and existing clients understand how the platform supports modern financial planning. You will also provide valuable market insight that influences future product development. Key responsibilities include: Delivering engaging product demonstrations and supporting client presentations. Participating in discovery meetings to understand adviser and business requirements. Assisting with solution design tailored to client needs. Managing and coordinating RFP and RFI responses across multiple internal teams. Gathering client feedback and translating it into meaningful product enhancements. Supporting product testing, validation and new feature rollouts. Monitoring developments across the UK financial planning market, FCA regulation and Consumer Duty. Representing the business at industry events and conferences as your expertise develops. Collaborating with Product, Sales and Development teams to drive continuous innovation. About You We're looking for someone with strong technical knowledge of UK financial planning and the ability to communicate complex concepts in a clear, engaging way. You'll ideally have: Experience within UK financial planning, wealth management, fintech or financial services. Strong knowledge of cashflow modelling, pensions, investments, ISAs and adviser workflows. A background as a Senior Paraplanner, Financial Adviser or similar technical financial planning role. Excellent presentation, communication and stakeholder management skills. Strong analytical and problem-solving abilities. Experience working across multiple projects in a fast-paced environment. An interest in financial technology and product innovation. Level 4 Diploma in Financial Planning (or working towards) would be advantageous but is not essential. What's on Offer? Salary up to £85,000 Fully remote working within the UK Opportunity to join a fast-growing global fintech business Work with cutting-edge financial planning technology Genuine career progression and professional development Collaborative, innovative and supportive culture Competitive benefits package If you're an experienced financial planning professional looking to combine your technical expertise with technology, product innovation and client engagement, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.

Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. You will be Diploma qualified be progressing towards or have achieved Chartered Status. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

There is flexibility for hybrid working but you will need to attend the office at least once a month for training, team days etc. We're partnering with a highly respected, values-driven financial planning firm that is looking to add a Chartered Paraplanner to its growing team. This is far more than a traditional report-writing role. You'll work closely with the MD and the Financial Planner to develop holistic financial planning strategies for high-net-worth clients, identify planning opportunities, undertake complex technical research, and play a key role in shaping client recommendations. The business prides itself on delivering genuinely personalised advice and fostering a collaborative culture where ideas are welcomed, development is encouraged, and technical excellence is valued. What makes this opportunity different? Work with high-net-worth clients on complex planning cases Genuine influence over recommendations and client outcomes Collaborative and supportive team culture Ongoing professional development and progression support Opportunity to contribute to business improvement and strategic initiatives A company that is not looking for a quick hire but are prepared to wait for the right person We're keen to speak with Diploma-qualified paraplanners, ideally who have or are keen to work towards Chartered status. You will need strong technical knowledge across pensions, investments, retirement planning, tax, and estate planning, and be passionate about delivering exceptional client outcomes. If you're looking for a long-term career paraplanning opportunity with a company that values expertise, curiosity, and doing the right thing, we'd love to hear from you.

IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.

Paraplanner, East Hertfordshire Office based Up to £45,000 (negotiable) A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients. Role The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards. Key Responsibilities: Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning Prepare suitability reports, recommendation summaries and technical documentation Assist with fact-find analysis and identify appropriate financial planning strategies Carry out product and fund comparisons, portfolio analysis and cashflow modelling Ensure compliance with FCA regulations and internal procedures Maintain accurate records and support the advice process from initial enquiry to implementation Benefits Salary up to £45,000 (negotiable) Study support for further professional qualifications Pension and life assurance scheme Supportive working environment focused on professional development The package can depend upon candidate's experience and need Requirements Level 4 Diploma in Regulated Financial Planning (or equivalent) Minimum of 2-3 years' experience in a paraplanning role within an IFA or financial planning environment Progress toward Chartered status is advantageous but not essential Application Applications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do Produce clear, compliant suitability reports & recommendations Carry out in-depth technical research on pensions, investments & tax planning Build and analyse cashflow models Partner closely with IFAs to influence client advice Keep up to date with legislation, regulation & product developments Play a hands-on role in annual reviews & long-term planning What You'll Bring Experience as a Paraplanner or IFA Administrator (essential) Diploma Level 4 (or working towards) Strong technical knowledge of pensions, investments & protection Excellent written communication and attention to detail Proactive, growth-oriented mindset - and an eye on the move to advice Why This Firm? Defined pathway to IFA - mentoring, shadowing & structured progression Full study support, CPD & professional development Salary up to £50,000 + bonus + benefits Hybrid working & flexible hours (full-time or part-time) Inclusive, values-led culture with social team spirit Recognition based on drive & ambition, not just years served Ready to Take the Step This isn't "just another Paraplanner job." It's your route to a long-term career in financial advice with a firm that backs your ambitions. Send your CV to Ryan at Financial Divisions, quoting Ref: RW/23626 .