171 jobs found

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 .

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

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

Paraplanner Harrogate Hybrid Working Available £35 - £45k DOE Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business? We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, a click apply for full job details

Paraplanner Location: Tonbridge, Kent Salary: Up to £50,000 (Negotiable depending on experience) Benefits: Comprehensive benefits package Full exam support Genuine career progression The Opportunity An established, highly respected Independent Financial Planning firm with over 35 years of success is looking to recruit an experienced Paraplanner to join its friendly and professional team based in th click apply for full job details

Paraplanner Up to £60,000 DOE + Excellent Benefits If you're ready to step into a genuinely influential Paraplanner position with senior responsibilities, this is an opportunity to join a respected wealth management practice where your technical expertise will directly support advisers, develop junior colleagues and help shape the quality of financial planning delivered to clients click apply for full job details

Paraplanner / Trainee Paraplanner Location: Solihull Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.

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

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelli click apply for full job details

Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UKs leading wealth management and financial advisory firms, based in the Worthing area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions click apply for full job details

This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details

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

Paraplanner Location: North West (Hybrid) Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a forward-thinking Independent Financial Adviser with an outstanding benefits package and a genuine commitment to employee wellbeing? Our client is a highly respected financial planning firm, providing tailored advice across pensions, investments, protection and inheritance tax planning. Due to continued growth, they are looking to recruit an experienced Paraplanner to join their collaborative technical team. This is an excellent opportunity for a technically minded individual who enjoys producing high-quality financial planning recommendations and wants to be part of a business that values both professional development and work-life balance. The Role Working closely with Financial Advisers, you'll play a key role in delivering comprehensive financial planning solutions for clients. Your responsibilities will include: Preparing detailed and compliant suitability reports Conducting technical research across pensions, investments, protection, bonds, trusts and inheritance tax planning Supporting advisers with complex financial planning cases Producing clear and accurate recommendations that align with FCA Consumer Duty principles Managing and maintaining accurate client records and documentation Ensuring all work meets FCA regulations and internal compliance standards Working collaboratively with advisers and the wider support team to deliver an exceptional client experience About You To be successful, you'll have: At least 3 years' experience as a Paraplanner within an IFA or Wealth Management firm Strong technical knowledge across pensions, investments, protection, bonds and trusts Experience of inheritance tax planning, including exposure to AIM and Business Relief solutions (desirable) Level 4 Diploma in Regulated Financial Planning (or be close to achieving it with relevant experience) Excellent report writing, research and analytical skills Strong organisational skills with exceptional attention to detail A proactive approach and a genuine passion for delivering high-quality financial planning What's on Offer? Alongside a competitive salary, you'll benefit from an exceptional package including: 25 days annual leave, plus bank holidays Your birthday off every year Paid Christmas shutdown 9-day working fortnight enjoy a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Employee discounts and salary sacrifice benefits Referral bonus scheme Discretionary performance bonus Full financial support and study leave for professional qualifications Genuine opportunities for long-term career development If you're looking to join a progressive financial planning firm where technical excellence is recognised and rewarded, we'd love to hear from you. Apply today for a confidential discussion.

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

Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.

Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team click apply for full job details