Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Aug 07, 2026
Full time
Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Aug 07, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Aug 07, 2026
Full time
Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential . Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications. What's on Offer? Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 07, 2026
Full time
Paraplanner Liverpool City Centre Hybrid Working (3 Days Office / 2 Days Home) Salary: Competitive and Dependent on Experience Contract: Full-time, Permanent Hours: Monday to Friday, 9am-5pm (35 hours per week) Due to continued business growth, an exciting opportunity has arisen for a Paraplanner to join a growing and client-focused Financial Planning practice based in Liverpool City Centre. We're looking for someone who enjoys the technical side of financial planning and can play a key role in supporting advisers and clients. This position will suit an individual who is equally comfortable carrying out detailed research and report writing, whilst also being willing to assist with day-to-day administrative tasks to support the wider team. The Role Key responsibilities will include: Conducting technical research across pensions, investments and financial planning solutions Assisting with the preparation of suitability reports and recommendation documents Analysing client information and supporting advisers with case preparation Preparing client meeting packs and documentation Managing post-meeting actions and follow-up activities Liaising with providers and third parties Providing administrative support where required to ensure a seamless client experience Working collaboratively with advisers and support staff across the business About You We are open to candidates from a variety of backgrounds and experience levels. The ideal candidate will possess: Previous experience within Financial Services, ideally in a Paraplanning, Technical Support or Financial Planning support role Strong technical knowledge of pensions, investments and financial planning Excellent attention to detail and analytical skills A proactive and positive approach to work Strong organisational and communication abilities A willingness to support both technical and administrative aspects of the role A team-oriented mindset and strong work ethic Qualifications Professional qualifications are not essential . Applications are welcomed from candidates who are not currently qualified but have developed strong technical knowledge through practical industry experience. Personality, attitude, teamwork and technical capability are considered just as important as formal qualifications. What's on Offer? Competitive salary based on experience Hybrid working (3 days in the office, 2 days from home) 25 days annual leave Supportive and collaborative working environment Opportunity to join a growing business with long-term career prospects Varied and rewarding role with exposure to all aspects of the financial planning process If you're looking for a role where your technical expertise will be valued, while being part of a close-knit and supportive team, we'd love to hear from you. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Paraplanner Stockport Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Aug 07, 2026
Full time
Paraplanner Stockport Hybrid / Remote Considered Up to £45,000 We're working with a growing wealth management practice in Stockport that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. Occasional visits to the Stockport office will be required, so candidates ideally should be based within one hour of the practice. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What's On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You'll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James's Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in Regulated Financial Planning (or working towards this) would be beneficial. If you're looking for a role where you can make an impact within a growing practice, we'd love to have a confidential conversation.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 07, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
IFA Administrator - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £27,000-£32,000 + Bonus Location: Wetherby / Boston Spa (office-based) Salary: £27,000-£32,000 + discretionary bonus Environment: Chartered, multi-award-winning private-wealth planning firm Team: Small, highly qualified, supportive client service & paraplanning team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care, technical excellence and long-term relationships. The business operates with a small, highly qualified team of advisers, paraplanners, administrators and client-service specialists, meaning you're surrounded by strong support, clear processes and people who genuinely care about doing things properly. The firm works with HNW individuals, families and business owners , offering holistic financial planning across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique, collaborative environment where quality comes first , and where your role directly contributes to outstanding client outcomes. The culture is warm, professional and client centric, with structured training, exam support and clear progression within the admin/client-service pathway. Role Overview You'll provide personalised client servicing and administrative support across new business, client reviews, investment tracking and day to day operations. This is a hands on, detail-driven role ideal for someone who enjoys working in a supportive, high-quality private wealth environment. Key Responsibilities Client servicing & personalised support Preparing documentation & maintaining accurate records Attending client meetings; providing updates Coordinating admin tasks & tracking investments Supporting planners across the full product range Managing LOAs, provider liaison & client communication Preparing pre-meeting packs & processing post-meeting actions Producing review letters Handling group scheme renewals & new scheme setups Managing general admin, stationery, post & provider correspondence Requirements 2+ years financial services experience Strong communication & organisation High attention to detail IT proficient (Microsoft Office) Team-focused, client centric FCA knowledge (desirable) Senior admin/paraplanning exposure (desirable) Benefits £27,000-£32,000 + discretionary bonus 27 days holiday + bank holidays + birthday off Pension scheme Private health & mental health support Death in service (4x salary) Training & exam support Fully office-based; collaborative environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 07, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 07, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, delivering comprehensive suitability reports across pensions, investments, and protection. This Technical Paraplanner position requires someone who thrives on intricate research, whole-of-market analysis, and producing meticulously detailed recommendations that meet the highest compliance standards. Your day-to-day will involve analysing client portfolios, conducting asset allocation research, and liaising with the Regulatory & Technical team to ensure advice excellence. You'll manage your own pipeline, prioritising complex cases whilst maintaining strong relationships with advisers and third-party providers. This Technical Paraplanner role suits someone who enjoys working autonomously on technically challenging work. Technical Paraplanner Requirements - Essential: CII Diploma in Financial Planning (minimum qualification) - Essential: Proven experience within independent financial planning firm producing complex recommendation reports - Essential: Strong technical knowledge of pensions, investments, and protection products - Desirable: Holding or working towards Chartered status - Desirable: Experience with holistic financial planning and regulatory compliance - Desirable: Proficiency with back-office systems and MS Office suite The Company Our client is a respected wealth management firm with multiple UK offices, known for their planning-led approach and supportive culture. They invest heavily in professional development and offer genuine career progression opportunities within a collaborative, high-performing environment. Technical Paraplanner Benefits - Salary up to £60,000 - Hybrid working (2 days office / 3 days home) - 35 hours per week (flexible hours considered) - Discretionary bonus scheme - 24-26 days holiday plus 2-day Christmas shutdown - Private Healthcare, Life Assurance, Group Income Protection - Company pension, Wellbeing programme - Full support with professional qualifications Location Ideally based in or around Leeds, London, or Bath to facilitate hybrid working arrangements. Ready to elevate your paraplanning career? Apply today to discuss this Technical Paraplanner opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Hybrid Working Annual Bonus Scheme Hybrid 2 days per week inc every Friday at home Career Development Location: Uxbridge, West London (Hybrid) About the Role We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers. This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You'll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection. Key Responsibilities Prepare suitability reports across pensions, investments and protection. Carry out technical research and product analysis. Support advisers with complex case preparation. Review Letters of Authority (LOAs) and provider information. Liaise with providers and investment platforms. Maintain accurate records using Intelligent Office (iO). Keep up to date with regulatory and technical developments. About You You'll have experience working as a Paraplanner within an IFA or Wealth Management firm together with: Strong knowledge of pensions, investments and protection. Experience producing suitability reports. Excellent analytical and report-writing skills. Strong attention to detail and organisational skills. Diploma qualified or working towards Chartered status (desirable). Experience with Intelligent Office and FE Analytics is advantageous. Why Join? This firm has a genuine track record of developing its people. Several members of the advisory team have progressed internally from Paraplanning, making this an excellent opportunity for someone looking to build a long-term career within financial planning. Benefits Competitive salary. Business Performance Bonus Scheme. Hybrid working 2 days including every Friday at home 25 days' holiday plus Bank Holidays. Pension scheme. Ongoing technical training and professional development. Support towards Diploma and Chartered qualifications. Free on-site parking. If this role isn't quite right, we'd still love to hear from you. We regularly partner with independent financial planning firms on opportunities that never reach the open market.
Aug 07, 2026
Full time
Hybrid Working Annual Bonus Scheme Hybrid 2 days per week inc every Friday at home Career Development Location: Uxbridge, West London (Hybrid) About the Role We're working with a growing independent financial planning practice looking to appoint an experienced Paraplanner to support its team of Financial Advisers. This is an opportunity to join a collaborative business where quality advice, strong client relationships and teamwork are at the heart of everything they do. You'll provide technical support across the full financial planning process, helping advisers deliver tailored recommendations across pensions, investments and protection. Key Responsibilities Prepare suitability reports across pensions, investments and protection. Carry out technical research and product analysis. Support advisers with complex case preparation. Review Letters of Authority (LOAs) and provider information. Liaise with providers and investment platforms. Maintain accurate records using Intelligent Office (iO). Keep up to date with regulatory and technical developments. About You You'll have experience working as a Paraplanner within an IFA or Wealth Management firm together with: Strong knowledge of pensions, investments and protection. Experience producing suitability reports. Excellent analytical and report-writing skills. Strong attention to detail and organisational skills. Diploma qualified or working towards Chartered status (desirable). Experience with Intelligent Office and FE Analytics is advantageous. Why Join? This firm has a genuine track record of developing its people. Several members of the advisory team have progressed internally from Paraplanning, making this an excellent opportunity for someone looking to build a long-term career within financial planning. Benefits Competitive salary. Business Performance Bonus Scheme. Hybrid working 2 days including every Friday at home 25 days' holiday plus Bank Holidays. Pension scheme. Ongoing technical training and professional development. Support towards Diploma and Chartered qualifications. Free on-site parking. If this role isn't quite right, we'd still love to hear from you. We regularly partner with independent financial planning firms on opportunities that never reach the open market.
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
Aug 07, 2026
Full time
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
This Paraplanner job offers the chance to join a well-established independent financial planning firm where technical quality, collaboration and professional development are genuinely valued. If you are an experienced Paraplanner seeking stability, fully remote working flexibility and exposure to diverse financial planning cases, this Paraplanner opportunity is well worth exploring. In this Paraplanner role, you will support Financial Advisers by producing high quality research and suitability reports across a broad spectrum of financial planning work. You will work within a dedicated support model, typically supporting around two advisers, which allows you to build strong working relationships and gain a clear understanding of client needs and advice approaches. This Paraplanner position offers genuine variety, with involvement in annual reviews, new business cases and ongoing client servicing. While the work maintains strong technical depth, it remains accessible and engaging rather than overly complex. The role suits someone who is hands-on, organised and trusted to deliver consistent, accurate output. Your Paraplanner responsibilities will include: • Undertaking financial planning research to support client advice • Preparing suitability reports using structured templates and bespoke formats • Reviewing and analysing existing investment portfolios • Supporting annual reviews and ongoing servicing work • Maintaining up-to-date knowledge of regulatory and legislative changes Paraplanner Requirements • Essential: Proven experience working as a Paraplanner within an IFA or financial planning firm • Essential: Diploma in Financial Planning (Level 4) completed or one exam away from completion • Essential: Demonstrated experience producing suitability reports and research documentation • Desirable: Exposure to a varied range of financial planning cases • High level of technical accuracy and attention to detail The Company You will join a well-established independent financial planning firm with a strong reputation for delivering quality advice and building long-term client relationships. The business genuinely values technical standards, teamwork and continued professional development, with a supportive team environment. Paraplanner Benefits • Salary circa £38,000 to £44,000 depending on experience • Fully remote working arrangement available • Full time permanent Paraplanner position • Pension and additional benefits package • Support for ongoing professional development Location This Paraplanner role is based at the Maidenhead office, however we are now considering fully remote candidates across the UK. While the role can be performed remotely, occasional office attendance may be beneficial for team collaboration. If you are interested in this Paraplanner job, please apply or contact Premier Jobs UK for further information. 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.
Aug 07, 2026
Full time
This Paraplanner job offers the chance to join a well-established independent financial planning firm where technical quality, collaboration and professional development are genuinely valued. If you are an experienced Paraplanner seeking stability, fully remote working flexibility and exposure to diverse financial planning cases, this Paraplanner opportunity is well worth exploring. In this Paraplanner role, you will support Financial Advisers by producing high quality research and suitability reports across a broad spectrum of financial planning work. You will work within a dedicated support model, typically supporting around two advisers, which allows you to build strong working relationships and gain a clear understanding of client needs and advice approaches. This Paraplanner position offers genuine variety, with involvement in annual reviews, new business cases and ongoing client servicing. While the work maintains strong technical depth, it remains accessible and engaging rather than overly complex. The role suits someone who is hands-on, organised and trusted to deliver consistent, accurate output. Your Paraplanner responsibilities will include: • Undertaking financial planning research to support client advice • Preparing suitability reports using structured templates and bespoke formats • Reviewing and analysing existing investment portfolios • Supporting annual reviews and ongoing servicing work • Maintaining up-to-date knowledge of regulatory and legislative changes Paraplanner Requirements • Essential: Proven experience working as a Paraplanner within an IFA or financial planning firm • Essential: Diploma in Financial Planning (Level 4) completed or one exam away from completion • Essential: Demonstrated experience producing suitability reports and research documentation • Desirable: Exposure to a varied range of financial planning cases • High level of technical accuracy and attention to detail The Company You will join a well-established independent financial planning firm with a strong reputation for delivering quality advice and building long-term client relationships. The business genuinely values technical standards, teamwork and continued professional development, with a supportive team environment. Paraplanner Benefits • Salary circa £38,000 to £44,000 depending on experience • Fully remote working arrangement available • Full time permanent Paraplanner position • Pension and additional benefits package • Support for ongoing professional development Location This Paraplanner role is based at the Maidenhead office, however we are now considering fully remote candidates across the UK. While the role can be performed remotely, occasional office attendance may be beneficial for team collaboration. If you are interested in this Paraplanner job, please apply or contact Premier Jobs UK for further information. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Aug 07, 2026
Full time
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Paraplanner Manchester Hybrid Working £48,000 to £60,000 (negotiable depending on experience and qualifications) plus excellent benefits MBF are currently working with a modern and ambitious financial planning firm in Manchester that is looking to recruit an experienced Paraplanner as part of its continued growth. This is an opportunity to join a business that is genuinely trying to do things differently. Alongside delivering exceptional financial planning to high-net-worth clients, the firm is investing heavily in technology, automation and AI to improve the way advice is delivered. They are now looking for a technically accomplished Paraplanner who can play a key role in both supporting Financial Planners and helping shape the future of the paraplanning function. This isn't simply a role where you'll use AI tools. You'll be helping the business develop them. Working alongside the leadership team, you'll use your technical expertise to help train and refine AI-driven paraplanning processes, ensuring the technology produces accurate, compliant and commercially valuable outputs. You'll become the bridge between high quality financial planning and emerging technology. The Role Working closely with a team of experienced Financial Planners, you'll prepare high quality suitability reports, undertake complex technical research and support advisers across sophisticated financial planning cases. The client base includes high-net-worth individuals with a wide range of planning requirements, meaning you'll gain exposure to pensions, investments, protection, retirement planning, tax planning and estate planning. Experience across a broad range of advice areas would be particularly valuable. Alongside your traditional paraplanning responsibilities, you'll play an important role in the firm's ongoing AI strategy. You'll review and refine AI-generated paraplanning outputs, provide technical feedback to improve accuracy and consistency, and work closely with the leadership team to help develop technology that genuinely enhances the advice process rather than replacing it. You'll also identify opportunities to improve internal processes and contribute ideas that help the business continue to evolve. About You We're looking for an experienced Paraplanner who enjoys technical financial planning and is excited by the opportunity to help shape how technology supports the profession. Ideally, you'll be Chartered or working towards Chartered status and have significant experience within a UK financial planning firm. You'll possess excellent technical knowledge, strong report writing skills and experience supporting Financial Planners working with high-net-worth clients. Just as importantly, you'll be naturally curious, enjoy improving processes and be open to embracing new technology. Previous experience with AI isn't expected. Instead, the business is looking for someone with the technical credibility and expertise to help shape how AI is developed and used within a modern financial planning environment. Salary & Benefits Salary of £48,000 to £60,000, depending on experience and qualifications. Hybrid working. Comprehensive benefits package. Study support towards Chartered status where appropriate. Excellent long-term career prospects within a growing business. A genuine opportunity to influence both the technical standards and future direction of the paraplanning function. The chance to play a key role in one of the most innovative AI projects currently being developed within the UK financial planning profession.
Aug 07, 2026
Full time
Paraplanner Manchester Hybrid Working £48,000 to £60,000 (negotiable depending on experience and qualifications) plus excellent benefits MBF are currently working with a modern and ambitious financial planning firm in Manchester that is looking to recruit an experienced Paraplanner as part of its continued growth. This is an opportunity to join a business that is genuinely trying to do things differently. Alongside delivering exceptional financial planning to high-net-worth clients, the firm is investing heavily in technology, automation and AI to improve the way advice is delivered. They are now looking for a technically accomplished Paraplanner who can play a key role in both supporting Financial Planners and helping shape the future of the paraplanning function. This isn't simply a role where you'll use AI tools. You'll be helping the business develop them. Working alongside the leadership team, you'll use your technical expertise to help train and refine AI-driven paraplanning processes, ensuring the technology produces accurate, compliant and commercially valuable outputs. You'll become the bridge between high quality financial planning and emerging technology. The Role Working closely with a team of experienced Financial Planners, you'll prepare high quality suitability reports, undertake complex technical research and support advisers across sophisticated financial planning cases. The client base includes high-net-worth individuals with a wide range of planning requirements, meaning you'll gain exposure to pensions, investments, protection, retirement planning, tax planning and estate planning. Experience across a broad range of advice areas would be particularly valuable. Alongside your traditional paraplanning responsibilities, you'll play an important role in the firm's ongoing AI strategy. You'll review and refine AI-generated paraplanning outputs, provide technical feedback to improve accuracy and consistency, and work closely with the leadership team to help develop technology that genuinely enhances the advice process rather than replacing it. You'll also identify opportunities to improve internal processes and contribute ideas that help the business continue to evolve. About You We're looking for an experienced Paraplanner who enjoys technical financial planning and is excited by the opportunity to help shape how technology supports the profession. Ideally, you'll be Chartered or working towards Chartered status and have significant experience within a UK financial planning firm. You'll possess excellent technical knowledge, strong report writing skills and experience supporting Financial Planners working with high-net-worth clients. Just as importantly, you'll be naturally curious, enjoy improving processes and be open to embracing new technology. Previous experience with AI isn't expected. Instead, the business is looking for someone with the technical credibility and expertise to help shape how AI is developed and used within a modern financial planning environment. Salary & Benefits Salary of £48,000 to £60,000, depending on experience and qualifications. Hybrid working. Comprehensive benefits package. Study support towards Chartered status where appropriate. Excellent long-term career prospects within a growing business. A genuine opportunity to influence both the technical standards and future direction of the paraplanning function. The chance to play a key role in one of the most innovative AI projects currently being developed within the UK financial planning profession.
Paraplanner (Hybrid) £45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Paraplanner looking to join a well-established IFA which will offer you flexible hours, hybrid working, 33 days holiday and ultimate work life balance? In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention. This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes. The Role Producing Suitability reports Undertake technical research and analysis to support client recommendations Ensuring client files and records are updated correctly Support advisors in developing financial strategies Monday-Friday, 9am-5pm, 37.5 hours per week The Person Experience working in a Paraplanner role Looking for work life balance Reference Number: BBBH 26236a Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Aug 07, 2026
Full time
Paraplanner (Hybrid) £45,000 - £50,000 + 33 Days Holiday + Hybrid (3 days in Office) + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Paraplanner looking to join a well-established IFA which will offer you flexible hours, hybrid working, 33 days holiday and ultimate work life balance? In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention. This role would suit a Paraplanner looking to work for a company that is invested in their employees. They will offer you study support and clear progression routes. The Role Producing Suitability reports Undertake technical research and analysis to support client recommendations Ensuring client files and records are updated correctly Support advisors in developing financial strategies Monday-Friday, 9am-5pm, 37.5 hours per week The Person Experience working in a Paraplanner role Looking for work life balance Reference Number: BBBH 26236a Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Aug 07, 2026
Full time
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients, providers, and third parties, preparing recommendations, conducting research, managing client servicing activities, and ensuring all business is processed accurately and compliantly. This is an excellent opportunity to join a growing practice that values initiative, rewards success, and offers genuine long-term career progression. Key Responsibilities Paraplanning & Technical Support Prepare suitability reports, client recommendations, and supporting documentation Conduct research and analysis to support financial planning advice Gather and analyse provider information and technical data Ensure recommendations are presented accurately and professionally Client & Adviser Support Provide comprehensive support to advisers throughout the client journey Liaise with clients, providers, and third parties via telephone, email, and written correspondence Build strong relationships through professional and proactive communication Deliver a consistently high standard of client service Client Onboarding & Servicing Manage new client onboarding processes Support ongoing servicing and review activities Prepare meeting packs and supporting documentation Coordinate client follow-up actions and service requests Compliance & Administration Maintain accurate client records and documentation Ensure all work meets FCA and internal compliance standards Manage adviser diaries and meeting preparation Support wider practice administration and operational processes What We're Looking For Previous experience within Financial Services, Wealth Management, Financial Planning, or Paraplanning Strong understanding of financial planning processes and client servicing Experience preparing suitability reports and adviser documentation would be advantageous Excellent verbal and written communication skills Exceptional attention to detail and organisational ability Ability to manage multiple priorities and deadlines effectively A proactive and client-focused approach A genuine desire to contribute to a growing and ambitious practice What's In It For You? OTE of £40,000 - £55,000 Quarterly Performance Bonus (£500 per quarter) Additional Paraplanning Bonus (£100 per retirement transfer or IHT case) 5% Employer & Employee Pension Contributions via Salary Sacrifice 25 Days Annual Leave plus Bank Holidays Hybrid Working Supportive and collaborative team environment Exposure to high-quality clients and advisers Clear career progression opportunities within a growing business To find out more, please contact: Laura Warburton Senior Partner Financial Divisions
Aug 07, 2026
Full time
Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients, providers, and third parties, preparing recommendations, conducting research, managing client servicing activities, and ensuring all business is processed accurately and compliantly. This is an excellent opportunity to join a growing practice that values initiative, rewards success, and offers genuine long-term career progression. Key Responsibilities Paraplanning & Technical Support Prepare suitability reports, client recommendations, and supporting documentation Conduct research and analysis to support financial planning advice Gather and analyse provider information and technical data Ensure recommendations are presented accurately and professionally Client & Adviser Support Provide comprehensive support to advisers throughout the client journey Liaise with clients, providers, and third parties via telephone, email, and written correspondence Build strong relationships through professional and proactive communication Deliver a consistently high standard of client service Client Onboarding & Servicing Manage new client onboarding processes Support ongoing servicing and review activities Prepare meeting packs and supporting documentation Coordinate client follow-up actions and service requests Compliance & Administration Maintain accurate client records and documentation Ensure all work meets FCA and internal compliance standards Manage adviser diaries and meeting preparation Support wider practice administration and operational processes What We're Looking For Previous experience within Financial Services, Wealth Management, Financial Planning, or Paraplanning Strong understanding of financial planning processes and client servicing Experience preparing suitability reports and adviser documentation would be advantageous Excellent verbal and written communication skills Exceptional attention to detail and organisational ability Ability to manage multiple priorities and deadlines effectively A proactive and client-focused approach A genuine desire to contribute to a growing and ambitious practice What's In It For You? OTE of £40,000 - £55,000 Quarterly Performance Bonus (£500 per quarter) Additional Paraplanning Bonus (£100 per retirement transfer or IHT case) 5% Employer & Employee Pension Contributions via Salary Sacrifice 25 Days Annual Leave plus Bank Holidays Hybrid Working Supportive and collaborative team environment Exposure to high-quality clients and advisers Clear career progression opportunities within a growing business To find out more, please contact: Laura Warburton Senior Partner Financial Divisions
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Aug 07, 2026
Full time
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Ready to Take the Next Step into Financial Advice? Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner? Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser. Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning. If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for. The Opportunity This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position. You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions. All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development. What You'll Be Doing: Producing high-quality suitability reports across pensions, investments and protection. Conducting technical research and preparing financial planning recommendations. Supporting experienced Financial Planners and attending client meetings. Gradually taking ownership of existing client relationships and new enquiries. Delivering holistic financial planning advice as your experience develops. Working within FCA compliance standards and maintaining exceptional client outcomes. Continuing your professional development What We're Looking For We're keen to speak with individuals who possess: Experience within an Independent Financial Advice practice as a Paraplanner Strong technical report writing and suitability report experience. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion. Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner. A professional, client-focused approach with excellent attention to detail. What's On Offer? Up to £42,000 basic salary. Realistic Year Two earnings of £65,000+ . Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS). Uncapped bonus structure with no minimum threshold. Existing, on-going client introductions Fully funded CII qualifications, exams and study support. Genuine long-term career progression within a supportive and flexible Financial Planning business. The opportunity to build a rewarding advisory career without the pressure of generating your own leads. Location This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas. Expectation to be in office for at least 2 days a week. Apply Today If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible. Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.
Aug 07, 2026
Full time
Ready to Take the Next Step into Financial Advice? Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner? Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser. Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning. If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for. The Opportunity This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position. You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions. All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development. What You'll Be Doing: Producing high-quality suitability reports across pensions, investments and protection. Conducting technical research and preparing financial planning recommendations. Supporting experienced Financial Planners and attending client meetings. Gradually taking ownership of existing client relationships and new enquiries. Delivering holistic financial planning advice as your experience develops. Working within FCA compliance standards and maintaining exceptional client outcomes. Continuing your professional development What We're Looking For We're keen to speak with individuals who possess: Experience within an Independent Financial Advice practice as a Paraplanner Strong technical report writing and suitability report experience. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion. Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner. A professional, client-focused approach with excellent attention to detail. What's On Offer? Up to £42,000 basic salary. Realistic Year Two earnings of £65,000+ . Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS). Uncapped bonus structure with no minimum threshold. Existing, on-going client introductions Fully funded CII qualifications, exams and study support. Genuine long-term career progression within a supportive and flexible Financial Planning business. The opportunity to build a rewarding advisory career without the pressure of generating your own leads. Location This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas. Expectation to be in office for at least 2 days a week. Apply Today If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible. Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.
The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: York Working Setup: Remote/Home-based Package: £45-50k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include: Tax Planning: ISA and pension contributions & CGT planning Investment planning and retirement planning Estate planning To achieve this, you will: Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client's financial needs and objectives. Compile suitability reports Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner. Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate. Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds). Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality. The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years' experience within technical paraplanning. Essential qualifications and experience includes: Being QCF level 4 Diploma qualified Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.
Aug 07, 2026
Full time
The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: York Working Setup: Remote/Home-based Package: £45-50k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include: Tax Planning: ISA and pension contributions & CGT planning Investment planning and retirement planning Estate planning To achieve this, you will: Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client's financial needs and objectives. Compile suitability reports Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner. Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate. Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds). Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality. The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years' experience within technical paraplanning. Essential qualifications and experience includes: Being QCF level 4 Diploma qualified Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.
