177 jobs found

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.

Paraplanner Wealth Management Stamford, Lincolnshire Monday to Friday, 9:00am5:15pm Competitive salary dependent on experience Are you an experienced Paraplanner looking to join a professional, supportive and growing wealth management team? RecruitME is recruiting for a Paraplanner to join an established financial services business based in Stamford click apply for full job details

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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