An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 30, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
Jul 30, 2026
Full time
Paraplanner Location: Manchester City Centre Salary: Up to £50,000 (DOE) Working Pattern: Hybrid (3 days office / 2 days home) with flexible working hours A well-established, independent financial planning firm is looking to recruit an experienced Paraplanner to join its growing technical team. This opportunity is ideal for someone who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning, rather than progressing into an adviser role. Working closely with Financial Planners and supported by a dedicated Administrator, you'll be able to focus on what you do best-technical research, report writing and delivering high-quality client outcomes. The Role Your responsibilities will include: Producing high-quality suitability reports Conducting technical research and preparing recommendations Responding to client and adviser queries Working closely with Financial Planners to support ongoing client relationships Attending client meetings alongside advisers (as this develops within the business) Reviewing pensions, investments, ISAs and wider financial planning solutions Using Intelligent Office and CashCalc as part of your day-to-day role Unlike many paraplanning positions, this role offers the opportunity to become more involved in the client journey by attending meetings and helping manage any follow-up actions. About You We're looking for someone who has: Previous experience working as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions and investments Experience using Intelligent Office and CashCalc Excellent report writing and research skills A genuine desire to build a long-term career as a Paraplanner Level 4 Diploma is preferred but not essential for candidates with strong paraplanning experience. What's on Offer? Salary up to £50,000 DOE Hybrid working (2 days from home) Flexible working hours Dedicated administration support Opportunity to attend client meetings Friendly and supportive independent financial planning firm Long-term career within a business that values experienced technical professionals If you're an experienced Paraplanner looking to join a collaborative firm where your technical expertise is genuinely valued, we'd love to hear from you.
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
Jul 15, 2026
Full time
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Leamington Spa regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management. You'll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business. The Opportunity As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment. The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence. Key Responsibilities Managing the end-to-end new business administration process Processing new business accurately and efficiently within agreed service standards Liaising with providers, solicitors, accountants and third parties Handling Letters of Authority and provider follow-ups Supporting Financial Planners with pipeline management and client servicing Maintaining accurate and compliant client records across internal systems Assisting with meeting preparation and ongoing client communications Managing incoming and outgoing correspondence and documentation Delivering exceptional client service via telephone and email Supporting process improvements and operational efficiencies across the business What We're Looking For We are keen to speak with individuals who have: Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Strong organisational skills with excellent attention to detail The ability to manage multiple priorities within a busy environment Excellent communication and relationship-building skills A proactive and team-focused approach Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Why Apply? Join a highly respected and fast growing, national Financial Planning business Work within a supportive and collaborative culture Genuine opportunities for progression and development Modern systems and technology-focused environment Be part of a business committed to delivering outstanding client outcomes Hybrid working Benefits of joining the business: 28 days holiday plus Bank Holidays Death in Service Private Medical Insurance Group Income Protection Employee Assistance Program Medicash Private Pension Discretionary, up to 10% company annual bonus Hybrid/Work from home Full support for further professional qualifications Apply Now If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you. To apply or find out more, please contact Recruit Wealth today!
