19 jobs found

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.

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.

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.

Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+) Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000-£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused , offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads . Unlike many trainee adviser roles, this firm provides: All client leads - new and existing Uncapped bonuses with zero minimum threshold A transparent, fully funded route to Competent Adviser Status (CAS) Hybrid working A strong base salary from day one This is a boutique environment where you're supported closely by advisers, paraplanners and compliance - ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview This hybrid role bridges technical paraplanning and client-facing financial advice , giving you a structured pathway to becoming a fully qualified adviser. You'll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support What We're Looking For Strong background within an IFA environment Experience drafting complex suitability reports Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion Based within a commutable distance of Buxton Excellent communication skills & emotional intelligence Genuine ambition to build a long-term advisory career What You'll Receive £38,000-£42,000 starting salary OTE £65,000+ (uncapped, zero threshold bonuses) £48,000 base salary upon achieving CAS BUPA private health cover Company pension scheme Full funding for all exams & study materials All client leads provided (new & existing) Hybrid working Supportive, local firm with clear progression Interested? If you're ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner. This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients. The Role As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice. Key responsibilities include: Conducting detailed research into client financial arrangements and suitable solutions Preparing technical suitability reports and recommendations Analysing investment portfolios, pensions and protection arrangements Producing financial planning analysis and supporting cashflow modelling Assisting with annual client reviews and ongoing service delivery Ensuring all work is compliant with FCA regulations and internal procedures This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning. The Opportunity Join a growing Wealth Planning team with a strong, established client base Work in a collaborative and supportive environment Access structured training, development programmes and funded exams Clear long-term progression opportunities into advisory roles Exposure to a broad range of financial planning cases and technical work About You Minimum 2 years' experience in a paraplanning role Working towards (or close to completing) the Diploma in Financial Planning (DipPFS) Strong technical knowledge across pensions, investments and protection Excellent attention to detail and report writing skills Organised, proactive and able to manage multiple deadlines A strong desire to learn, develop and progress within financial planning Package & Benefits Salary: £40,000 - £48,000 (dependent on experience) Annual bonus Hybrid working (typically 2 days in the office, with flexibility) 25 days holiday + bank holidays + birthday off Funded exams and paid study leave Structured career development pathways Life assurance, pension and flexible benefits package Additional perks including wellbeing support, volunteering days and retail benefits This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm. To find out more, please apply or get in touch for a confidential discussion.

IFA Administrator (Progression To Paraplanner / Advisor) 35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression Hillingdon Are you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person IFA Administrator Looking for progression to Paraplanner and Advisor positions Reference Number: BBBH 26249a IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, 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 remuneration 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.

Junior Paraplanner (Progression to Financial Advisor) 30,000 - 35,000 + 33 Days Holiday + Hybrid + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Junior Paraplanner looking to join a well-established IFA which will offer you, tailored in house training by Financial Advisors, full study support to become chartered, and clear progression routes to become a qualified Paraplanner or Financial Advisor? 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 Junior Paraplanner looking to work for a company that will invest in their employees and value their development by providing support and progression opportunities. 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 Progression to Advisor and chartership support Monday-Friday, 9am-5pm, 37.5 hours per week The Person Junior Paraplanner Looking to progress to a fully qualified Paraplanner of Financial Advisor Reference Number: BBBH 26236b 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.

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £40,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events

Senior Paraplanner Are you a detail-driven financial professional with a passion for delivering exceptional client experiences and helping people live the life they want to live? We are seeking a Senior Paraplanner to support a Financial Planner within a collaborative pod structure, playing a pivotal role in delivering outstanding financial advice, service, and long-term value to clients. This is an opportunity to join a values-led, forward-thinking financial planning business where precision, learning, and genuine client care sit at the heart of everything we do. The Role As an Senior Paraplanner, you will work closely with Financial Planners and Client Service associates to ensure every client interaction reflects confidence, clarity, and peace of mind. Client Support & Relationship Management Support and attend client meetings (dependent on service level) and accurately document discussions. Act as a professional and approachable point of contact for clients, providing updates, reassurance, and a consistently high standard of service. Ensure timely, high-quality follow-up that enhances the overall client experience. Technical Research & Reporting Conduct in-depth technical research and financial analysis to support client recommendations. Produce clear, well-structured, compliant suitability reports aligned with client goals, values, and long-term objectives. Maintain a strong working knowledge of financial planning strategies, products, providers, and regulations. Professional Development Take ownership of your ongoing development through CPD and professional study. Embrace feedback, mentoring, and progression opportunities towards Chartered or Financial Planner status. Uphold the highest standards of integrity, care, and professionalism. Experience & Qualifications Minimum Level 4 qualification (Chartered Financial Planner status or working towards preferred). At least 3 years' experience in a technical, paraplanning, or associate advisory role. Strong understanding of financial planning, tax efficiency, and investment solutions. Demonstrated experience producing compliant, high-quality research and suitability reports. Confident communicator able to translate complex concepts into clear, client-friendly language. Strong awareness of FCA regulation, compliance, and best-practice standards. Salary & Benefits Salary: Up to £60,000 (top end available for an ideal candidate / career paraplanner) Pension: 3% employer contribution (increasing to 5% after 5 years' service ) 5% employee contribution after 3 months' service Payable to a platform pension or NEST Life Assurance: Death in service cover of 4x salary Private Medical Insurance Holiday: 25 days holiday plus bank holidays Office closed between Christmas and New Year (3 days deducted from annual entitlement) Additional holiday accrued after 5 years' service, increasing annually up to 30 days after 10 years Working Hours: 9:00am - 5:00pm, Monday to Friday 30-minute lunch break Working Pattern: Full-time office-based during probation (first 6 months) Thereafter, hybrid working : 3 days in the office, 2 days at home Client meetings attended in person where required Next Steps If you are ready to deepen your technical expertise, deliver exceptional outcomes for clients, and play a key role within a high-performing, supportive team, I'd love to hear from you.

Paraplanner Bracknell Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Bracknell team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

Paraplanner Liverpool city centre Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Liverpool team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.

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

Job Title: Paraplanner Salary: £45,000+DOE About the Company Established financial advice firm with 14 experienced advisors working on a pooled basis New modern offices with free onsite parking Supportive, professional, and growth-focused culture About the Role Support advisors with the preparation of suitability reports and annual financial reviews Work closely with colleagues to maintain high standards of compliance and client service Opportunity to grow into a fully qualified paraplanner and beyond, with structured development support What We Are Looking For Level 4 part-qualified Experience preparing suitability reports and annual financial reviews Excellent organisational and communication skills Team-oriented approach with ability to manage multiple tasks effectively What We Offer Salary of £45,000+ 2 days per week working from home (more office presence required during 6-month probation) Full study support towards qualifications New modern office space with free onsite parking Collaborative environment with 14 advisors Clear career progression pathway within the firm

Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.

Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

IFA Administrator Location: Surrey Salary: £25,000 - £35,000 DOE Job Type: Permanent Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry. You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress. Key Responsibilities Preparing and processing client documentation and reports Managing client records and updating CRM systems Liaising with providers and clients regarding policy information Supporting advisers and paraplanners with day-to-day admin tasks Ensuring compliance and regulatory standards are met What We're Looking For Previous experience in financial services administration (IFA experience preferred) Level 4 in Financial Planning (or part-qualified) Strong organisational and communication skills Attention to detail and ability to manage multiple tasks A proactive attitude and willingness to learn Desire to progress within financial services Why Join? Salary: £25,000 - £35,000 depending on experience 25 days holiday bank holidays Standard pension scheme Support for qualifications and exams Clear progression pathway - potential to move into paraplanning and advisory roles Friendly, non-corporate environment with a strong development culture Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.

Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on a Paraplanning role.

Kick-start Your Advisory Career: Join a Leading Wealth Management Firm as a Trainee Financial Adviser in Hessle. Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone - it's your launchpad into a successful career as a fully-fledged Financial Adviser. Why This Role Stands Out This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You'll be immersed in every stage of the advice process - from research and suitability reporting to provider submissions - while following a tailored development plan to become a qualified Financial Planner. You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you've been waiting for. What's in It for You Salary: £31,000 to £41,000 per annum, based on experience and qualifications Flexi-working & home working options Bonus scheme Full financial support for exams and materials (including AF5 and beyond) Private Medical Insurance, Critical Illness & Life Cover Pension Scheme Enhanced maternity/paternity pay Christmas shutdown Cycle to Work Scheme Gym discounts & KP Golf Club membership Modern office facilities with free parking & showers Team socials, volunteering days & wellbeing initiatives Your Role: Key Responsibilities While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including: Writing suitability reports and financial planning documents Conducting research and calculations to support client recommendations Ensuring all documentation is compliant and technically accurate Liaising with providers to obtain illustrations, valuations, and policy details Submitting new business efficiently and within agreed timescales Supporting colleagues and contributing to team learning and development Following structured workflows and a CPD/T&C programme aligned with FCA expectations Embodying Consumer Duty principles in all aspects of your work By the end of your training journey, you'll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives. What We're Looking For Level 4 Diploma in Regulated Financial Planning (completed or near completion) Experience in a Paraplanning role Excellent written and verbal communication skills Strong attention to detail and organisation A client-first mindset and a genuine desire to make a difference Your Future Starts Here This is your opportunity to move beyond the back-office and into the advisory space - with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you. Apply now to begin your journey as a future Financial Planner.