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.
Aug 06, 2026
Full time
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.
Ernest Gordon Recruitment Limited
Hillingdon, Middlesex
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.
Aug 06, 2026
Full time
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.
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.
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.
Aug 05, 2026
Full time
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.
Aug 05, 2026
Full time
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.
Aug 05, 2026
Full time
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.
Aug 05, 2026
Full time
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 .
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 .
Lime Professional Services
Newcastle Upon Tyne, Tyne And Wear
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
Aug 05, 2026
Full time
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
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.
Paraplanner - Looking to move into Advice Wokingham £45,000 - £60,000 (depending on experience) Salaried position + discretionary bonus Ready to step into advice - with the right support and no need to self-generate clients? If you're a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a structured, supported way. You'll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm's processes, clients and approach - before quickly progressing into an adviser role with full support. Client Overview This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships. The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients. Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven. We've placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer. This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice. Role Details Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. Attending client meetings and gradually taking a more active role in discussions and recommendations. Building relationships with clients early on, supported by the wider team. Progressing quickly into leading client meetings and delivering advice independently. Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details £45,000 - £60,000 salary depending on experience. Discretionary bonus scheme. 6% pension contribution. Private medical insurance and life cover (DIS). 25 days holiday plus bank holidays. Full support from a dedicated paraplanning and administration team. Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They're Looking For Strong paraplanning experience within an IFA or financial planning firm. Diploma qualified, ideally working towards Chartered status. Confident communicator with the ability to build client relationships. Someone who enjoys technical planning and is ready to step into a client-facing role. A collaborative team player with a long-term mindset. If you're a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.
Aug 05, 2026
Full time
Paraplanner - Looking to move into Advice Wokingham £45,000 - £60,000 (depending on experience) Salaried position + discretionary bonus Ready to step into advice - with the right support and no need to self-generate clients? If you're a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a structured, supported way. You'll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm's processes, clients and approach - before quickly progressing into an adviser role with full support. Client Overview This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships. The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients. Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven. We've placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer. This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice. Role Details Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. Attending client meetings and gradually taking a more active role in discussions and recommendations. Building relationships with clients early on, supported by the wider team. Progressing quickly into leading client meetings and delivering advice independently. Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details £45,000 - £60,000 salary depending on experience. Discretionary bonus scheme. 6% pension contribution. Private medical insurance and life cover (DIS). 25 days holiday plus bank holidays. Full support from a dedicated paraplanning and administration team. Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They're Looking For Strong paraplanning experience within an IFA or financial planning firm. Diploma qualified, ideally working towards Chartered status. Confident communicator with the ability to build client relationships. Someone who enjoys technical planning and is ready to step into a client-facing role. A collaborative team player with a long-term mindset. If you're a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.
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 .
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 05, 2026
Full time
Financial Adviser Epsom offices (Surrey) £75k basic salary and benefits Manage existing client bank of 100 clients (£500k average) 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Epsom office to manage an existing client bank of 100 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Senior Paraplanner Are you a detail-driven financial professional with a passion for delivering exceptional client experiences and helping people live the life they want to live? We are seeking a Senior Paraplanner to support a Financial Planner within a collaborative pod structure, playing a pivotal role in delivering outstanding financial advice, service, and long-term value to clients. This is an opportunity to join a values-led, forward-thinking financial planning business where precision, learning, and genuine client care sit at the heart of everything we do. The Role As an Senior Paraplanner, you will work closely with Financial Planners and Client Service associates to ensure every client interaction reflects confidence, clarity, and peace of mind. Client Support & Relationship Management Support and attend client meetings (dependent on service level) and accurately document discussions. Act as a professional and approachable point of contact for clients, providing updates, reassurance, and a consistently high standard of service. Ensure timely, high-quality follow-up that enhances the overall client experience. Technical Research & Reporting Conduct in-depth technical research and financial analysis to support client recommendations. Produce clear, well-structured, compliant suitability reports aligned with client goals, values, and long-term objectives. Maintain a strong working knowledge of financial planning strategies, products, providers, and regulations. Professional Development Take ownership of your ongoing development through CPD and professional study. Embrace feedback, mentoring, and progression opportunities towards Chartered or Financial Planner status. Uphold the highest standards of integrity, care, and professionalism. Experience & Qualifications Minimum Level 4 qualification (Chartered Financial Planner status or working towards preferred). At least 3 years' experience in a technical, paraplanning, or associate advisory role. Strong understanding of financial planning, tax efficiency, and investment solutions. Demonstrated experience producing compliant, high-quality research and suitability reports. Confident communicator able to translate complex concepts into clear, client-friendly language. Strong awareness of FCA regulation, compliance, and best-practice standards. Salary & Benefits Salary: Up to £60,000 (top end available for an ideal candidate / career paraplanner) Pension: 3% employer contribution (increasing to 5% after 5 years' service ) 5% employee contribution after 3 months' service Payable to a platform pension or NEST Life Assurance: Death in service cover of 4x salary Private Medical Insurance Holiday: 25 days holiday plus bank holidays Office closed between Christmas and New Year (3 days deducted from annual entitlement) Additional holiday accrued after 5 years' service, increasing annually up to 30 days after 10 years Working Hours: 9:00am - 5:00pm, Monday to Friday 30-minute lunch break Working Pattern: Full-time office-based during probation (first 6 months) Thereafter, hybrid working : 3 days in the office, 2 days at home Client meetings attended in person where required Next Steps If you are ready to deepen your technical expertise, deliver exceptional outcomes for clients, and play a key role within a high-performing, supportive team, I'd love to hear from you.
Aug 05, 2026
Full time
Senior Paraplanner Are you a detail-driven financial professional with a passion for delivering exceptional client experiences and helping people live the life they want to live? We are seeking a Senior Paraplanner to support a Financial Planner within a collaborative pod structure, playing a pivotal role in delivering outstanding financial advice, service, and long-term value to clients. This is an opportunity to join a values-led, forward-thinking financial planning business where precision, learning, and genuine client care sit at the heart of everything we do. The Role As an Senior Paraplanner, you will work closely with Financial Planners and Client Service associates to ensure every client interaction reflects confidence, clarity, and peace of mind. Client Support & Relationship Management Support and attend client meetings (dependent on service level) and accurately document discussions. Act as a professional and approachable point of contact for clients, providing updates, reassurance, and a consistently high standard of service. Ensure timely, high-quality follow-up that enhances the overall client experience. Technical Research & Reporting Conduct in-depth technical research and financial analysis to support client recommendations. Produce clear, well-structured, compliant suitability reports aligned with client goals, values, and long-term objectives. Maintain a strong working knowledge of financial planning strategies, products, providers, and regulations. Professional Development Take ownership of your ongoing development through CPD and professional study. Embrace feedback, mentoring, and progression opportunities towards Chartered or Financial Planner status. Uphold the highest standards of integrity, care, and professionalism. Experience & Qualifications Minimum Level 4 qualification (Chartered Financial Planner status or working towards preferred). At least 3 years' experience in a technical, paraplanning, or associate advisory role. Strong understanding of financial planning, tax efficiency, and investment solutions. Demonstrated experience producing compliant, high-quality research and suitability reports. Confident communicator able to translate complex concepts into clear, client-friendly language. Strong awareness of FCA regulation, compliance, and best-practice standards. Salary & Benefits Salary: Up to £60,000 (top end available for an ideal candidate / career paraplanner) Pension: 3% employer contribution (increasing to 5% after 5 years' service ) 5% employee contribution after 3 months' service Payable to a platform pension or NEST Life Assurance: Death in service cover of 4x salary Private Medical Insurance Holiday: 25 days holiday plus bank holidays Office closed between Christmas and New Year (3 days deducted from annual entitlement) Additional holiday accrued after 5 years' service, increasing annually up to 30 days after 10 years Working Hours: 9:00am - 5:00pm, Monday to Friday 30-minute lunch break Working Pattern: Full-time office-based during probation (first 6 months) Thereafter, hybrid working : 3 days in the office, 2 days at home Client meetings attended in person where required Next Steps If you are ready to deepen your technical expertise, deliver exceptional outcomes for clients, and play a key role within a high-performing, supportive team, I'd love to hear from you.
Junior Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 05, 2026
Full time
Junior Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 05, 2026
Full time
Financial Adviser Farnborough offices (Surrey) £75k basic salary and benefits Manage existing client bank of 20 - 30 clients 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too. You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner Team Leader Location: BirminghamJob Type: Full-time, Permanent The Opportunity An established and forward-thinking wealth management business is looking to appoint a Technical Team Leader to oversee its growing paraplanning and technical function. This is a key leadership role, ideal for an experienced paraplanner ready to step into management, or an existing team leader seeking a new challenge within a collaborative and high-performing environment. The Role You will lead a team of paraplanners and technical specialists, ensuring the smooth delivery of high-quality financial planning support to advisers. Alongside managing workflow and team performance, you will play a hands-on role in complex case support, technical guidance, and continuous improvement of processes and standards. Key Responsibilities Lead, manage and develop a team of paraplanners, technical specialists, and junior staff Oversee workflow management to ensure tasks are delivered efficiently and within service levels Review and sign off complex financial planning reports for accuracy and compliance Act as the main escalation point for technical queries from advisers and client service teams Support team development through training, mentoring, and performance reviews Collaborate with compliance, operations, and senior leadership on process improvements Produce and analyse management information to support business decisions Maintain high standards of documentation, procedures, and templates Assist with paraplanning duties where required, including report writing and technical analysis About You To be successful in this role, you will have: Strong experience in paraplanning within a financial planning or wealth management environment Excellent technical knowledge across investments, pensions, tax, and financial planning strategies Previous experience in a leadership, mentoring, or supervisory capacity Strong organisational skills with the ability to manage competing priorities Excellent communication skills and the ability to engage with stakeholders at all levels A strong understanding of FCA regulations and compliance requirements Desirable (but not essential): Diploma in Financial Planning (DipFA or equivalent) Experience with industry systems such as Intelligent Office, FE Analytics, or Voyant What's on Offer Up to £45k - Higher for the right candidate Opportunity to lead and shape a high-performing technical team Collaborative and supportive working environment Strong emphasis on quality, compliance, and client outcomes Career development and progression opportunities A varied and engaging role combining leadership and technical expertise Apply Now If you're a technically strong paraplanner with leadership experience, or ready to take the next step in your career, we'd love to hear from you.
Aug 05, 2026
Full time
Paraplanner Team Leader Location: BirminghamJob Type: Full-time, Permanent The Opportunity An established and forward-thinking wealth management business is looking to appoint a Technical Team Leader to oversee its growing paraplanning and technical function. This is a key leadership role, ideal for an experienced paraplanner ready to step into management, or an existing team leader seeking a new challenge within a collaborative and high-performing environment. The Role You will lead a team of paraplanners and technical specialists, ensuring the smooth delivery of high-quality financial planning support to advisers. Alongside managing workflow and team performance, you will play a hands-on role in complex case support, technical guidance, and continuous improvement of processes and standards. Key Responsibilities Lead, manage and develop a team of paraplanners, technical specialists, and junior staff Oversee workflow management to ensure tasks are delivered efficiently and within service levels Review and sign off complex financial planning reports for accuracy and compliance Act as the main escalation point for technical queries from advisers and client service teams Support team development through training, mentoring, and performance reviews Collaborate with compliance, operations, and senior leadership on process improvements Produce and analyse management information to support business decisions Maintain high standards of documentation, procedures, and templates Assist with paraplanning duties where required, including report writing and technical analysis About You To be successful in this role, you will have: Strong experience in paraplanning within a financial planning or wealth management environment Excellent technical knowledge across investments, pensions, tax, and financial planning strategies Previous experience in a leadership, mentoring, or supervisory capacity Strong organisational skills with the ability to manage competing priorities Excellent communication skills and the ability to engage with stakeholders at all levels A strong understanding of FCA regulations and compliance requirements Desirable (but not essential): Diploma in Financial Planning (DipFA or equivalent) Experience with industry systems such as Intelligent Office, FE Analytics, or Voyant What's on Offer Up to £45k - Higher for the right candidate Opportunity to lead and shape a high-performing technical team Collaborative and supportive working environment Strong emphasis on quality, compliance, and client outcomes Career development and progression opportunities A varied and engaging role combining leadership and technical expertise Apply Now If you're a technically strong paraplanner with leadership experience, or ready to take the next step in your career, we'd love to hear from you.
Paraplanner Bracknell Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Bracknell team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.
Aug 05, 2026
Full time
Paraplanner Bracknell Hybrid working (2 days in office) Up to £45,000 This opportunity would suit an experienced, Level 4 qualified Paraplanner who wants to be involved in genuine paraplanning work, not just report writing. If you enjoy technical research, cashflow planning, analysis, and working closely with advisers to help shape recommendations, this role offers the chance to be part of a well established advisory firm where paraplanners are valued for more than simply processing work. The business is looking for a dedicated individual to join their Bracknell team. Alongside a salary of up to £45,000 , they offer valuable share options, strong long term progression, and a working environment where paraplanners can broaden their experience across different advisers and cases The Business This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK. Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in client outcomes. The Role Working as a Paraplanner within this business, you will support advisers across a wide range of advice cases, helping to deliver high quality client outcomes. This is not a role where you simply take instructions and produce reports. Paraplanners here are genuinely involved in the advice process. You will work collaboratively with advisers to carry out technical research, analyse solutions, prepare cashflow plans, and contribute towards the recommendations being made. The paraplanning function operates on a pooled basis, which means you will gain exposure to different advisers, a variety of case types, and a more balanced workflow. For those who are interested in becoming a Financial Adviser in the future, this is also a business where that route can be possible. A number of paraplanners have successfully progressed into adviser positions over time. The Benefits Salary of up to £45,000 depending on experience 25 days holiday plus bank holidays, plus your birthday off Hybrid working with 2 days in the office and the remainder from home Annual discretionary bonus of up to 10% Valuable share options for employees Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm Life assurance Income protection Applying To find out more about this opportunity, simply apply here. One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.
