186 jobs found

Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

A highly regarded international investment management and financial planning firm is continuing to expand its UK advice function and is seeking to recruit Desk-Based Advisers / Paraplanners at varying levels of experience to join its established London team. The firm manages circa £100bn of client assets globally and provides regulated financial advice to high-net-worth private clients across the UK and Europe. The London support function currently consists of over 60 professionals covering all areas of Financial Planning and Portfolio Management. This is an excellent opportunity for experienced paraplanners or desk-based advisers looking for long-term career progression within a growing, well-resourced organisation. The Role The successful candidate will sit within a UK advice and additions team, providing FCA-regulated financial planning advice and technical support across a wide range of client scenarios. Depending on experience, the role can be more client-facing or more technical/paraplanning focused, with flexibility for the right individual. Key responsibilities include: Conducting fact-finding calls with clients to understand objectives, financial circumstances, time horizons, and cash flow needs Analysing client portfolios to determine suitable asset allocation recommendations Reviewing and advising on pension transfers, investment bonds, taxation, and account structure suitability Assessing the suitability of pension transfers and bond surrenders Preparing detailed suitability reports, written recommendations, and financial planning proposals Communicating and delivering advice directly to clients to ensure understanding Working closely with internal departments to deliver best client outcomes Supporting training initiatives and contributing to process and efficiency improvements Ensuring ongoing compliance with FCA regulations, internal T&C requirements, and Fit & Proper standards Candidate Profile The firm is open to candidates at different stages of their career, provided they demonstrate strong technical capability and professionalism. Typical requirements include: Minimum 3+ years' experience within financial services Strong understanding of financial planning principles and client suitability Experience with pensions, investments, and tax planning Ability to work accurately with complex information and manage workloads effectively Comfortable operating in a fast-paced, professional environment Strong communication skills, particularly over the phone Quantitative and analytical mindset Qualifications: Degree educated or equivalent professional experience Level 4 qualification (CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma preferred) Willingness to complete initial and ongoing Fit & Proper assessments Salary & Benefits Basic salary: £60,000 - £70,000 (dependent on experience) Bonus: Typically £10,000+ Holiday: 28 days annual leave (with option to purchase additional days) Pension: Up to 15% total contribution (employer contribution plus matching) Private Medical Insurance (including dependants) Dental cover Gym subsidy Employee Assistance Programme and wellbeing support Ongoing professional development and training A first-class opportunity for an experienced Paraplanner to work for a lead name in the international wealth planning sector offering an exceptional salary, bonus, benefits and overall working environment.

Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Paraplanner - Manchester City Centre - Hybrid Salary: Up to £45,000 + Benefits Job Type: Full-Time, Permanent The Opportunity A highly regarded and growing financial planning firm is seeking an experienced Paraplanner to join its established Manchester team. This is an excellent opportunity to work closely with Financial Planners, supporting the delivery of sophisticated financial planning solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role offers exposure to complex planning cases within a collaborative and technically focused environment, making it ideal for an ambitious paraplanner looking to further develop their expertise. Key Responsibilities Prepare detailed and compliant suitability reports. Undertake technical financial planning research and analysis. Support advisers with holistic wealth management and financial planning strategies. Assist with pension, investment, tax and trust planning recommendations. Ensure all advice and documentation complies with FCA and internal compliance standards. Liaise with advisers, providers and administration teams to ensure efficient client outcomes. Requirements Previous paraplanning experience with strong report-writing skills. Excellent technical knowledge across: Pensions Tax Planning Trusts CII Level 4 Diploma qualified (or equivalent). A commitment to continuing professional development and further qualifications. Strong analytical, research and communication skills. What's on Offer? Basic salary up to £45,000 . Comprehensive benefits package. Exposure to complex HNW and UHNW client work. Ongoing technical training and support for further qualifications. A collaborative and professional working environment with a strong focus on technical excellence.

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James's Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do' working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner Location: Bath Job Type: Full-time, Hybrid (2 days in office) once settled in Salary: £40,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in their Bath offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning.or working toewards Seek mid level Paraplanning experience or above Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.

Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster. This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client's individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients' financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients' changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What's on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

IFA Administrator (Progression To Paraplanner / Advisor) 35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression Hillingdon Are you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions? On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention. Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday. This role would suit an IFA Administrator looking for progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training. The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5pm Monday-Friday The Person IFA Administrator Looking for progression to Paraplanner and Advisor positions Reference Number: BBBH 26249a IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Finance, Hillingdon, Uxbridge, Ealing, Harrow, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Paraplanner Location: South Manchester Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Paraplanner looking to join a well-established wealth management firm that genuinely invests in its people? We're recruiting for a technically strong Paraplanner to support a team of Financial Consultants, delivering high-quality research, suitability reports and technical expertise. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to develop their career within a supportive, professional environment. The Role Working closely with Financial Consultants and the wider support team, you'll be responsible for: Producing high-quality investment and suitability reports for new and existing clients Preparing pre-investment packs to support financial planning recommendations Conducting market and investment research to ensure recommendations remain competitive and appropriate Providing technical support and guidance to the administration team Building and maintaining relationships with investment and insurance providers Ensuring all work is completed in line with FCA regulations and Conduct Rules Supporting advisers with complex technical cases where required About You We're looking for someone who has: At least 2 years' experience as a Paraplanner within an IFA or Wealth Management firm Level 4 Diploma in Financial Planning (or currently working towards it) Strong knowledge of pensions, investments and financial planning products Excellent analytical and report-writing skills A high level of attention to detail and accuracy The ability to understand and communicate complex financial planning solutions A proactive approach and the ability to work both independently and collaboratively Benefits This firm offers an excellent benefits package, including: Competitive salary 9% non-contributory employer pension Private Medical Insurance (Bupa Select) Critical Illness Cover Income Protection Life Assurance (4x salary) Health Cash Plan and Dental Insurance options Employee Assistance Programme and wellbeing support 30 days annual leave, plus the option to buy an additional 3 days Significant investment account discounts for employees and immediate family Ongoing professional development and career progression Why Apply? This is an opportunity to join a respected wealth management firm where technical expertise is valued, employee wellbeing is prioritised, and long-term career development is encouraged. If you're an experienced Paraplanner looking for your next challenge, we'd love to hear from you. Apply today for a confidential discussion.

Career Paraplanner - Tonbridge - Kent Salary: Up to £50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications. If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you. You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base. Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection-often with clients approaching or in retirement. You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed. Requirements: Minimum 2 years' paraplanning experience within an IFA practice Strong technical knowledge: pensions, investments, estate planning, protection Experience supporting HNW clients (retirement planning, wealth management) Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred) Competence with cashflow modelling and technical analysis software Solid understanding of FCA regulatory requirements and compliance Level 4 Diploma in Financial Planning (preferred, not essential) You're proactive, detail-oriented, organised and collaborative. You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes. What's on Offer: Clear career progression to Senior Paraplanner with defined pathway One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience) Firm-funded professional training and exam costs Small, supportive team environment Competitive salary up to £50,000 Send your CV to Jo at Financial Divisions.

Paraplanner Wealth Management Salary: £30,000 - £35,000 per annum (dependent on experience) Location: Chester-le-Street (with occasional travel to other locations as required) Reports to: Practice Manager Direct reports: None About the Role Our client is seeking an experienced Paraplanner to join their established wealth management practice. This role is responsible for producing high-quality suitability letters, financial reports, and supporting documentation to assist advisers in delivering effective financial planning solutions to clients. The successful candidate will work closely with advisers, administrators, clients, and third parties to ensure accurate, compliant, and timely delivery of financial planning recommendations. Key Responsibilities Suitability Reports & Business Processing Produce accurate and compliant suitability letters and reports in support of client financial recommendations. Review and analyse information gathered by advisers and ensure all relevant client details are captured accurately. Liaise with advisers, administrators, clients, and third parties to obtain any outstanding information required. Gather and review ceding scheme information from external providers. Maintain accurate client records and update relevant systems following completion of reports and documentation. Work closely with administration teams to ensure smooth processing of client cases. Use established checklists and processes to maintain high standards of quality and compliance. Compliance & Regulatory Responsibilities Keep up to date with regulatory changes, industry developments, and internal advice guidance. Ensure all work complies with company procedures, regulatory requirements, and best practice standards. Identify and escalate any potential compliance or risk issues where required. Maintain awareness of changes to templates, processes, and technical guidance. Practice Support & Development Support the wider team by ensuring processes are completed efficiently and within agreed timescales. Contribute to the continuous improvement of systems, processes, and procedures. Maintain knowledge of financial planning tools and research systems, such as Analytics and Voyant. Take responsibility for ongoing professional development and maintaining relevant industry knowledge. Attend training sessions, forums, and workshops as appropriate. Client & Team Relationships Maintain a professional and approachable manner when working with colleagues, clients, advisers, and external contacts. Build strong working relationships through effective communication and reliable delivery. Support the delivery of a first-class client experience through accurate and timely work. Candidate Requirements Experience & Qualifications Previous experience working as a Paraplanner within an IFA, wealth management, or financial planning environment. Experience producing suitability reports and supporting financial advisers. Experience working within a regulated financial services environment. Ideally hold, or be working towards, a DipPFS qualification (or equivalent), with a desire to progress towards diploma or chartered status. Experience developing and maintaining processes, systems, and procedures would be advantageous. Strong IT skills, including confidence using Microsoft Office packages. Skills & Attributes Excellent attention to detail with a strong focus on accuracy and quality. Strong analytical and numerical skills. Ability to manage competing priorities and work effectively to deadlines. Comfortable working independently while contributing positively as part of a team. Ability to interpret complex information and present it clearly and accurately. Strong communication skills with the ability to build effective relationships. Professional, organised, and proactive approach to work. Ability to understand and communicate client needs, objectives, and potential outcomes. Core Competencies Quality Focus Takes ownership of work quality, accuracy, and delivery, achieving results with minimal supervision. Teamwork Works collaboratively with colleagues to achieve shared objectives and deliver excellent outcomes. Adaptability Responds positively to change and embraces improvements to processes and ways of working. Continuous Development Demonstrates commitment to learning, professional development, and improving technical knowledge. Effective Communication Communicates clearly and adapts style appropriately for different audiences. Planning & Organisation Manages workload effectively, prioritises tasks, and meets agreed deadlines. Client Focus Supports the delivery of an exceptional client experience through professional, accurate, and timely service. Additional Information This role profile outlines the main responsibilities and expectations of the position at the time of publication. Duties may evolve over time to reflect changes within the business and wider financial services environment. Employees are expected to remain flexible and undertake additional responsibilities that are appropriate to the role and level of responsibility. All team members are also expected to raise any potential risks, compliance concerns, or operational issues identified during their work.

Junior Paraplanner (Progression to Financial Advisor) 30,000 - 35,000 + 33 Days Holiday + Hybrid + Bonus + Flexible Hours + Progression + Training Hillingdon Are you a Junior Paraplanner looking to join a well-established IFA which will offer you, tailored in house training by Financial Advisors, full study support to become chartered, and clear progression routes to become a qualified Paraplanner or Financial Advisor? In this role you will be conducting paraplanning activities to support the advisors. This will include gathering data, researching, preparing suitability reports, ensuring client files and records are accurate and correct and supporting advisors in developing strategies. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke and holistic approach to financial advice. They are known for looking after their staff. They offer clear routes to advisor, which has led to great staff retention. This role would suit a Junior Paraplanner looking to work for a company that will invest in their employees and value their development by providing support and progression opportunities. The Role Producing Suitability reports Undertake technical research and analysis to support client recommendations Ensuring client files and records are updated correctly Support advisors in developing financial strategies Progression to Advisor and chartership support Monday-Friday, 9am-5pm, 37.5 hours per week The Person Junior Paraplanner Looking to progress to a fully qualified Paraplanner of Financial Advisor Reference Number: BBBH 26236b Paraplanning, Research, Suitability, Hybrid, Financial, Advisor, Wealth Management, Finance, Financial, Chartership, Hillingdon, Uxbridge, Ealing, Hounslow, Gerards Cross, Slough If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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.

Strong compliance doesn't slow a business down - it gives advisers the confidence to grow, innovate and deliver exceptional outcomes for clients. If you're looking to shape regulatory strategy while influencing commercial success, this Head of Compliance opportunity offers the platform to make a lasting impact within a growing boutique Independent Financial Adviser firm. What's in it for you Salary of £100,000 per annum. Hybrid working with three days in the London office and two days working remotely. Senior leadership position with genuine influence over business strategy and governance. Opportunity to shape and develop a commercially focused framework. Work alongside experienced advisers and senior stakeholders within a growing boutique IFA business. Play a key role in supporting continued business growth while maintaining the highest regulatory standards. Your responsibilities as Head of Compliance Hold the SMF16 (Compliance Oversight) and SMF17 (Money Laundering Reporting Officer) functions. Review and approve higher-risk advice cases, including complex pension, investment and inheritance planning recommendations. Lead monitoring, regulatory reporting, Consumer Duty oversight, AML responsibilities and FCA submissions. Provide practical guidance, training and support across advisers, paraplanners and operational teams. Maintain and continuously improve policies, governance frameworks, controls and regulatory processes. Support investment governance, complaints handling, GDPR compliance and ongoing regulatory improvements across the business. What we're looking for in a Head of Compliance Experience performing SMF16 and/or SMF17 responsibilities within an Independent Financial Adviser environment. Strong working knowledge of FCA Handbook requirements, Consumer Duty, AML regulations, GDPR and financial promotions. Proven ability to develop monitoring programmes, complete advice file reviews and produce regulatory reports including RMAR submissions. Relevant financial planning and compliance qualifications, together with up-to-date professional development. Experience using compliance technology and systems to improve oversight, reporting and operational efficiency. Working hours: Hybrid working - 3 days in the London office and 2 days remote (full-time hours). If you're ready to make a real impact as the next Head of Compliance, we'd love to hear from you. Apply today and take the lead in shaping compliance within a growing, forward-thinking financial services business. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.

A well-established and highly respected independent financial planning firm is looking to appoint an experienced Financial Planner to join its growing team. With a strong reputation built on long-standing client relationships and referrals, this is an excellent opportunity to inherit a quality client bank while continuing to develop new business through warm introductions and professional connections. The Role You'll provide holistic financial planning advice to a portfolio of existing clients, helping them achieve their long-term financial objectives across pensions, investments, protection and retirement planning. You'll work closely with an experienced support team, allowing you to focus on delivering outstanding client outcomes while building trusted, long-term relationships. Key Responsibilities Provide holistic financial planning advice to new and existing clients. Manage and develop an established portfolio of clients. Build long-term relationships through regular reviews and ongoing service. Identify opportunities to grow client relationships through referrals and additional planning needs. Work collaboratively with paraplanners and administrators to deliver an excellent client experience. Ensure all advice is delivered in line with FCA regulations and internal compliance standards. About You Level 4 Diploma in Financial Planning (essential). Previous experience as a Financial Planner / Independent Financial Adviser. Strong technical knowledge across pensions, investments and protection. Excellent relationship-building and communication skills. A client-first approach with a genuine passion for delivering high-quality advice. Self-motivated with the ability to manage your own workload effectively. What's on Offer? Competitive basic salary. Performance-related commission structure. Existing client bank to service. Dedicated paraplanning and administrative support. Opportunity to join a well-established, growing independent advice firm with an excellent reputation. Long-term career progression within a supportive and collaborative environment. If you're an experienced Financial Planner looking to join a firm with an excellent reputation, high-quality clients and genuine long-term career prospects, we'd be keen to speak with you in confidence.

Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an experienced Paraplanner to their Bath office. This is an excellent opportunity to join a forward-thinking business that genuinely invests in its people. You will be part of a collaborative and professional environment where technical excellence is valued, and career progression is actively supported. The Role: Working closely with Financial Advisers, you will play a key role in supporting the delivery of holistic financial planning advice. This position offers a broad range of responsibilities and the opportunity to further develop your technical expertise across multiple areas of financial planning. Key Responsibilities: Producing high-quality suitability reports and supporting documentation Conducting detailed research to identify suitable financial planning solutions Providing technical support to advisers across pensions, investments, trusts, and IHT planning Preparing client review documentation, including investment and pension analysis Undertaking cashflow modelling and supporting client strategy discussions Performing technical calculations including CGT, pension benefits, and bond withdrawals Ensuring all client work is compliant with FCA requirements and internal standards Collaborating with advisers to fully understand client objectives and deliver appropriate recommendations About You: Level 4 Diploma in Financial Planning (or actively working towards) Experience within a paraplanning role, supporting financial advisers Strong report writing and technical analysis skills Good understanding of financial planning processes and regulatory requirements Highly organised with the ability to manage multiple priorities A proactive and team-oriented approach What's on Offer: Salary circa £40,000 depending on experience Bonus potential of up to 10% Hybrid working (2 days in the office) Full support with professional qualifications and ongoing development Clear progression opportunities within a growing and successful firm A supportive, collaborative working culture If you are looking to join a progressive firm where you can continue to develop your paraplanning career and take on more technical responsibility, this opportunity is well worth exploring.

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £45k basic salary + discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful. For more details please contact Peter Fozard at Financial Divisions.

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 .

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