Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Aug 09, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Hybrid and flexible working arrangements Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS) click apply for full job details
Aug 08, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner / Trainee Financial Adviser Location: Buxton, Derbyshire (Hybrid Working Available) Salary: £38,000 - £42,000 (dependent on experience and qualifications) OTE: £65,000+ (uncapped, with no minimum bonus threshold) Progression: Basic salary increases to £48,000 upon achieving full Competent Adviser Status (CAS) click apply for full job details
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 07, 2026
Full time
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Aug 07, 2026
Full time
Trainee Paraplanner Bristol Competitive Salary + Full Study Support Are you an experienced IFA Administrator looking to take the next step towards becoming a Paraplanner? Have you already started progression to your Level 4 Diploma (or are you planning to) and want to join a business that will genuinely invest in your development? We're working with a highly respected, award-winning Financial Planning firm looking to recruit a Trainee Paraplanner to join their growing team. This is an outstanding opportunity to build on your administration experience while receiving hands on mentoring, full paraplanning training and ongoing support towards achieving your professional qualifications. What's on Offer? Full study support for CII qualifications Structured career path to become a fully qualified Paraplanner Mentoring from experienced Advisers and Paraplanners Friendly, collaborative team culture Modern offices in Bristol Competitive salary and excellent benefits The Role Working closely with experienced Financial Advisers and Paraplanners, you'll gradually develop your technical knowledge and take on increasing responsibility, including: Conducting product and provider research. Preparing suitability reports and recommendation packs. Supporting advisers with financial planning reports. Maintaining accurate client records and ensuring FCA compliance. Liaising with providers and clients to gather information. Assisting with pensions, investments and protection cases. Developing your technical knowledge through structured learning and professional qualifications. What We're Looking For Previous experience working within an IFA or Financial Planning practice in an Administration or Client Support role. A good understanding of pensions, investments and financial planning processes. Ideally studying towards your Level 4 qualification Excellent attention to detail and strong organisational skills. Confident communication skills with a genuine passion for financial planning. A proactive attitude and eagerness to learn. This is an excellent opportunity for someone who wants to move beyond administration and build a long-term career in paraplanning with a firm that is committed to your development every step of the way. If you're ambitious, eager to learn and ready for the next stage in your financial services career, we'd love to hear from you.
Ready to Take the Next Step into Financial Advice? Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner? Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser. Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning. If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for. The Opportunity This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position. You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions. All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development. What You'll Be Doing: Producing high-quality suitability reports across pensions, investments and protection. Conducting technical research and preparing financial planning recommendations. Supporting experienced Financial Planners and attending client meetings. Gradually taking ownership of existing client relationships and new enquiries. Delivering holistic financial planning advice as your experience develops. Working within FCA compliance standards and maintaining exceptional client outcomes. Continuing your professional development What We're Looking For We're keen to speak with individuals who possess: Experience within an Independent Financial Advice practice as a Paraplanner Strong technical report writing and suitability report experience. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion. Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner. A professional, client-focused approach with excellent attention to detail. What's On Offer? Up to £42,000 basic salary. Realistic Year Two earnings of £65,000+ . Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS). Uncapped bonus structure with no minimum threshold. Existing, on-going client introductions Fully funded CII qualifications, exams and study support. Genuine long-term career progression within a supportive and flexible Financial Planning business. The opportunity to build a rewarding advisory career without the pressure of generating your own leads. Location This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas. Expectation to be in office for at least 2 days a week. Apply Today If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible. Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.
Aug 07, 2026
Full time
Ready to Take the Next Step into Financial Advice? Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner? Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser. Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning. If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for. The Opportunity This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position. You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions. All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development. What You'll Be Doing: Producing high-quality suitability reports across pensions, investments and protection. Conducting technical research and preparing financial planning recommendations. Supporting experienced Financial Planners and attending client meetings. Gradually taking ownership of existing client relationships and new enquiries. Delivering holistic financial planning advice as your experience develops. Working within FCA compliance standards and maintaining exceptional client outcomes. Continuing your professional development What We're Looking For We're keen to speak with individuals who possess: Experience within an Independent Financial Advice practice as a Paraplanner Strong technical report writing and suitability report experience. Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion. Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner. A professional, client-focused approach with excellent attention to detail. What's On Offer? Up to £42,000 basic salary. Realistic Year Two earnings of £65,000+ . Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS). Uncapped bonus structure with no minimum threshold. Existing, on-going client introductions Fully funded CII qualifications, exams and study support. Genuine long-term career progression within a supportive and flexible Financial Planning business. The opportunity to build a rewarding advisory career without the pressure of generating your own leads. Location This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas. Expectation to be in office for at least 2 days a week. Apply Today If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible. Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.
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 .
Aug 07, 2026
Full time
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 .
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: £28,000 - £36,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £36,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Aug 07, 2026
Full time
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: £28,000 - £33,000 (depending on experience) About the company We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care to both their clients and their team. They are also passionate about giving back , raising significant funds for: Local community projects Financial education initiatives Local nature and environmental causes What's on offer £28,000 - £33,000 salary (depending on experience) 25 days holiday + option to buy 5 more 2 days WFH after probation Full support with exams 1 paid community involvement day per year Free on-site parking Pod structure - work closely with up to 2 advisers and a paraplanner Supportive, friendly culture with genuine values Opportunities for development- including development into paraplanning through a trainee paraplanner programme Be part of a business that truly gives back and makes a difference The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning. The role As an IFA Administrator, you will be part of the Support Hub , working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner . You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients. It's a collaborative, involved position with variety and responsibility. Key responsibilities Prepare client meeting packs and documentation Process new business applications and follow up with providers Maintain and update client records in back-office systems Manage annual review administration Draft and send client correspondence and updates Liaise with product providers for policy information Ensure compliance requirements are met Support advisers and paraplanner to deliver a seamless client journey What they are looking for Experience in IFA / wealth management administration Strong organisational skills and attention to detail Confident communicator (written & verbal) Ability to manage your own workload Team player who enjoys working closely with others If this role and company align with what you are looking for, please apply!
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Aug 07, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Aug 07, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Aug 07, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Aug 07, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Aug 07, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well coordinated. Create a new prospect or advice case record in the CRM upon notification from the Financial Planner. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases. Act as a key point of contact for clients throughout the initial advice process, ensuring clear, timely and personable communication. Full job description available The Candidate Essentials Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Aug 07, 2026
Full time
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well coordinated. Create a new prospect or advice case record in the CRM upon notification from the Financial Planner. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases. Act as a key point of contact for clients throughout the initial advice process, ensuring clear, timely and personable communication. Full job description available The Candidate Essentials Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years' experience in a financial services administration role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Aug 05, 2026
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
Aug 05, 2026
Full time
Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London's leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable) Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c£45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn .
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Aug 05, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Aug 05, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll 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 Innes Reid s 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 We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Aug 05, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll 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 Innes Reid s 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 We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Trainee Paraplanner Glasgow Hybrid Working Competitive Salary + Study Support Looking to build a successful career in Financial Planning? We're seeking an ambitious Trainee Paraplanner to join a growing wealth management firm in Glasgow. This is a fantastic opportunity to develop your technical knowledge, gain hands-on experience, and work alongside experienced Financial Advisers and Paraplanners while studying towards professional qualifications. What you'll do: Support the research of financial products and providers Assist with suitability reports and client recommendations Help advisers with retirement, investment, and protection planning Maintain accurate client records and documentation Develop your technical expertise through ongoing training and support What we're looking for: Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification A keen interest in Financial Planning and Wealth Management Strong attention to detail and analytical skills Excellent communication and organisational abilities Motivation to progress towards professional qualifications What's on offer? Competitive salary Hybrid working Full study support and career progression 28 days holiday + Bank Holidays Pension, Life Assurance, PMI & Death in Service benefits Supportive and collaborative team culture Ready to take the first step towards becoming a Paraplanner? Apply today! For a confidential chat, contact Pauline Low at Reed on .
Aug 05, 2026
Full time
Trainee Paraplanner Glasgow Hybrid Working Competitive Salary + Study Support Looking to build a successful career in Financial Planning? We're seeking an ambitious Trainee Paraplanner to join a growing wealth management firm in Glasgow. This is a fantastic opportunity to develop your technical knowledge, gain hands-on experience, and work alongside experienced Financial Advisers and Paraplanners while studying towards professional qualifications. What you'll do: Support the research of financial products and providers Assist with suitability reports and client recommendations Help advisers with retirement, investment, and protection planning Maintain accurate client records and documentation Develop your technical expertise through ongoing training and support What we're looking for: Experience in Financial Services with paraplanning knowledge and working towards a relevant financial qualification A keen interest in Financial Planning and Wealth Management Strong attention to detail and analytical skills Excellent communication and organisational abilities Motivation to progress towards professional qualifications What's on offer? Competitive salary Hybrid working Full study support and career progression 28 days holiday + Bank Holidays Pension, Life Assurance, PMI & Death in Service benefits Supportive and collaborative team culture Ready to take the first step towards becoming a Paraplanner? Apply today! For a confidential chat, contact Pauline Low at Reed on .
