Paraplanner Buckinghamshire Up to £65,000 + Benefits and annual bonus We are working with a highly regarded, chartered financial planning firm seeking an experienced Technical Paraplanner to join their team. The practice specialises in working with High-Net-Worth clients, offering a sophisticated and comprehensive financial planning service. The Role This is a technically demanding position in which you will work closely with 1 or 2 Advisers to deliver high-quality, fully researched client solutions across a broad range of complex cases. You will conduct extensive research and produce technical assessments, suitability letters and full financial plans, including cashflow modelling, contingency planning, legacy and succession planning, and tax planning. You will attend client meetings where appropriate, conduct in-depth meeting preparation, and produce follow-up reports and analysis, ensuring complex information is translated into clear and accessible client correspondence. You will manage ongoing portfolio reviews, liaise with providers, maintain accurate client records, and obtain product quotes, illustrations and supporting literature, whilst ensuring all work meets compliance and high ethical standards. About You Level 4 CII Diploma in Financial Planning (or equivalent) is essential for this role. You will be a technically strong Paraplanner with experience working on complex cases for sophisticated, well-informed clients who may challenge advice. You will take an analytical and methodical approach to client recommendations, with excellent attention to detail, strong data skills and the ability to prioritise effectively to meet deadlines. Above all, you will bring professionalism, initiative and a genuine commitment to delivering outstanding outcomes for clients and contributing positively to the wider team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Aug 12, 2026
Full time
Paraplanner Buckinghamshire Up to £65,000 + Benefits and annual bonus We are working with a highly regarded, chartered financial planning firm seeking an experienced Technical Paraplanner to join their team. The practice specialises in working with High-Net-Worth clients, offering a sophisticated and comprehensive financial planning service. The Role This is a technically demanding position in which you will work closely with 1 or 2 Advisers to deliver high-quality, fully researched client solutions across a broad range of complex cases. You will conduct extensive research and produce technical assessments, suitability letters and full financial plans, including cashflow modelling, contingency planning, legacy and succession planning, and tax planning. You will attend client meetings where appropriate, conduct in-depth meeting preparation, and produce follow-up reports and analysis, ensuring complex information is translated into clear and accessible client correspondence. You will manage ongoing portfolio reviews, liaise with providers, maintain accurate client records, and obtain product quotes, illustrations and supporting literature, whilst ensuring all work meets compliance and high ethical standards. About You Level 4 CII Diploma in Financial Planning (or equivalent) is essential for this role. You will be a technically strong Paraplanner with experience working on complex cases for sophisticated, well-informed clients who may challenge advice. You will take an analytical and methodical approach to client recommendations, with excellent attention to detail, strong data skills and the ability to prioritise effectively to meet deadlines. Above all, you will bring professionalism, initiative and a genuine commitment to delivering outstanding outcomes for clients and contributing positively to the wider team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Chorley - Hybrid Working Salary: £35,000 Upwards - depending on experience Benefits: Hybrid working opportunity to work from home and the office Employer pension contribution of 4% with salary sacrifice available for employee contributions 28 days annual leave plus Bank Holidays Option to purchase up to an ad click apply for full job details
Aug 12, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Chorley - Hybrid Working Salary: £35,000 Upwards - depending on experience Benefits: Hybrid working opportunity to work from home and the office Employer pension contribution of 4% with salary sacrifice available for employee contributions 28 days annual leave plus Bank Holidays Option to purchase up to an ad click apply for full job details
Trainee Financial Adviser, Berkshire. c£50,000 plus Discretionary Bonus and Benefits We are working with a well-established, chartered, directly authorised independent financial planning firm seeking an experienced Paraplanner ready to take the next step into financial advice. This is an exceptional opportunity for someone who has the technical ability and the ambition to become a fully qualified adviser and wants to do so within a firm that will genuinely invest in their development. The Role This is a structured development role designed to transition an experienced Paraplanner into a client-facing Adviser, with the goal of achieving CAS status as quickly as possible. You will join in a dual role as Paraplanner and Trainee Adviser, progressively taking on more advisory responsibilities including shadowing advisers, attending client meetings, and ultimately managing your own client relationships. Clients are introduced through referrals from an established and trusted network, so there is no cold business development. Clients are predominantly professionals and business owners with average AUMs of £500k+. You will have access to dedicated paraplanning and administrative support. About You Level 4 Diploma qualified is essential, along with previous experience as a technical paraplanner. Chartered status or progress towards is desirable, as is existing client-facing experience, though the right attitude and technical foundation matter most. You will be someone who thrives in a client-centric environment, takes pride in the quality of work you produce, and genuinely wants to build long-term trusted relationships rather than simply transact. This role will suit someone who is ready to grow, is committed to doing the right thing for clients, and wants to be part of a close-knit, values-driven team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Aug 12, 2026
Full time
Trainee Financial Adviser, Berkshire. c£50,000 plus Discretionary Bonus and Benefits We are working with a well-established, chartered, directly authorised independent financial planning firm seeking an experienced Paraplanner ready to take the next step into financial advice. This is an exceptional opportunity for someone who has the technical ability and the ambition to become a fully qualified adviser and wants to do so within a firm that will genuinely invest in their development. The Role This is a structured development role designed to transition an experienced Paraplanner into a client-facing Adviser, with the goal of achieving CAS status as quickly as possible. You will join in a dual role as Paraplanner and Trainee Adviser, progressively taking on more advisory responsibilities including shadowing advisers, attending client meetings, and ultimately managing your own client relationships. Clients are introduced through referrals from an established and trusted network, so there is no cold business development. Clients are predominantly professionals and business owners with average AUMs of £500k+. You will have access to dedicated paraplanning and administrative support. About You Level 4 Diploma qualified is essential, along with previous experience as a technical paraplanner. Chartered status or progress towards is desirable, as is existing client-facing experience, though the right attitude and technical foundation matter most. You will be someone who thrives in a client-centric environment, takes pride in the quality of work you produce, and genuinely wants to build long-term trusted relationships rather than simply transact. This role will suit someone who is ready to grow, is committed to doing the right thing for clients, and wants to be part of a close-knit, values-driven team. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and Bonus We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser. This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice. The Role This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice. You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop. Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases. Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages). This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client. About You Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge. You will have strong analytical skills, excellent attention to detail, and be a confident communicator (verbally and in writing), with experience of cashflow modelling. Client-facing experience is desirable but not essential. You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Aug 12, 2026
Full time
Paraplanner to Trainee Financial Adviser, Surrey. £45,000 to £55,000 plus Benefits and Bonus We are working with a well-established, independent, directly authorised financial planning firm seeking an experienced Paraplanner who is ready to take the next step towards becoming a fully qualified Financial Adviser. This is a genuine development opportunity within a growing firm that is committed to investing in the right person and supporting their progression into advice. The Role This is a dual-function role, combining hands-on paraplanning with a structured pathway into client-facing advice. You will work closely within a pod-based team alongside one or two advisers, with a senior adviser gradually introducing you to their client bank and transitioning clients across to you as your confidence and competence develop. Day-to-day, you will be responsible for producing high-quality suitability reports, cashflow modelling, research and technical analysis across a broad range of holistic financial planning cases. Clients are predominantly professionals at or approaching retirement, with a focus on HNW individuals, and the firm covers all areas of advice including protection (but not mortgages). This is a firm where progression is earned through quality of work, client relationships and a genuine commitment to doing right by the client. About You Level 4 Diploma qualified (or close to completion) is essential, alongside a solid paraplanning background and sound product knowledge. You will have strong analytical skills, excellent attention to detail, and be a confident communicator (verbally and in writing), with experience of cashflow modelling. Client-facing experience is desirable but not essential. You will be someone who thrives in a collaborative environment, communicates well with both colleagues and clients, and is motivated by the opportunity to build a long-term career within a firm that will back your development. For further details about this and many other opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth .
Paraplanner role - Bespoke Wealth Practice Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office. From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that team. A competitive salary of up to 40,000 per annum, (flexible hours, free parking, support with further exams plus further benefits) is on offer with this exciting role. Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners. My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma! Click and apply for either role, as my client is keen to recruit the right candidates!
Aug 12, 2026
Full time
Paraplanner role - Bespoke Wealth Practice Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office. From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that team. A competitive salary of up to 40,000 per annum, (flexible hours, free parking, support with further exams plus further benefits) is on offer with this exciting role. Ideally, you will have at least 2 years experience as a Paraplanner within an IFA/Wealth firm, be Level 4 Diploma, looking to take further study, have good knowledge of the financial planning process, be able to produce high quality technical client reports, have good IT skills, a high level of accuracy and be able to work within a successful team of Administrators, Paraplanners and Financial Planners. My client is also looking to recruit a Trainee Paraplanner, with 2 years experience within an IFA/Wealth firm, studying towards Level 4 Diploma! Click and apply for either role, as my client is keen to recruit the right candidates!
IFA Administrator - (Leeds) Salary: 28,000 - 32,000 DOE Full-time On-Site About A growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to clients. As a small, collaborative business, they value attention to detail, professionalism and a people-first approach to financial planning. The Role You will play a key role in supporting advisers and paraplanners by ensuring client cases progress smoothly and efficiently. From new business processing and client servicing to liaising with providers and maintaining accurate records, you'll help deliver a first-class client experience at every stage of the advice journey. What you'll be doing Preparing and processing new business applications across pensions, investments and protection products Assisting advisers and paraplanners with the administration of client cases from initial enquiry through to completion Maintaining and updating client records, ensuring all information is accurate and up to date Producing valuation reports, review packs and supporting documentation for client meetings Liaising with product providers, platforms and third parties to obtain information and progress cases Monitoring and chasing outstanding business to ensure cases move through efficiently Handling client queries professionally and providing excellent day-to-day support Ensuring all records, correspondence and processes meet FCA and internal compliance requirements Using back-office systems and provider platforms to maintain workflow and case progress Supporting the wider team with administrative tasks and helping to improve operational processes Requirements Previous administration experience within financial services, wealth management or an IFA practice Strong organisational skills and the ability to manage multiple tasks and deadlines Excellent attention to detail and accuracy Strong written and verbal communication skills Experience working with Microsoft Office applications, particularly Outlook, Word and Excel A professional and client-focused approach Ability to work effectively as part of a team while managing your own workload Preferable Skills Experience supporting Independent Financial Advisers and Paraplanners Knowledge of pensions, investments and protection products Experience using financial services platforms and CRM systems such as Intelliflo, CashCalc, Voyant Understanding of FCA regulations and financial planning processes Working towards a relevant financial services qualification Benefits A competitive salary Support and funding towards professional qualifications and ongoing CPD A modern, collaborative team where your ideas are genuinely welcomed 25 days holiday Non-contractually and subject to a review of business requirements each year, the firm gives paid holiday between Christmas and New Year that does not need to be taken from the main entitlement Free office parking Career progression opportunities within financial planning and wealth management Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 12, 2026
Full time
IFA Administrator - (Leeds) Salary: 28,000 - 32,000 DOE Full-time On-Site About A growing Chartered independent financial planning practice in the Leeds area is seeking an organised and proactive IFA Administrator to support its advice team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. The team uses modern technology and streamlined processes to deliver an efficient and highly personal service to clients. As a small, collaborative business, they value attention to detail, professionalism and a people-first approach to financial planning. The Role You will play a key role in supporting advisers and paraplanners by ensuring client cases progress smoothly and efficiently. From new business processing and client servicing to liaising with providers and maintaining accurate records, you'll help deliver a first-class client experience at every stage of the advice journey. What you'll be doing Preparing and processing new business applications across pensions, investments and protection products Assisting advisers and paraplanners with the administration of client cases from initial enquiry through to completion Maintaining and updating client records, ensuring all information is accurate and up to date Producing valuation reports, review packs and supporting documentation for client meetings Liaising with product providers, platforms and third parties to obtain information and progress cases Monitoring and chasing outstanding business to ensure cases move through efficiently Handling client queries professionally and providing excellent day-to-day support Ensuring all records, correspondence and processes meet FCA and internal compliance requirements Using back-office systems and provider platforms to maintain workflow and case progress Supporting the wider team with administrative tasks and helping to improve operational processes Requirements Previous administration experience within financial services, wealth management or an IFA practice Strong organisational skills and the ability to manage multiple tasks and deadlines Excellent attention to detail and accuracy Strong written and verbal communication skills Experience working with Microsoft Office applications, particularly Outlook, Word and Excel A professional and client-focused approach Ability to work effectively as part of a team while managing your own workload Preferable Skills Experience supporting Independent Financial Advisers and Paraplanners Knowledge of pensions, investments and protection products Experience using financial services platforms and CRM systems such as Intelliflo, CashCalc, Voyant Understanding of FCA regulations and financial planning processes Working towards a relevant financial services qualification Benefits A competitive salary Support and funding towards professional qualifications and ongoing CPD A modern, collaborative team where your ideas are genuinely welcomed 25 days holiday Non-contractually and subject to a review of business requirements each year, the firm gives paid holiday between Christmas and New Year that does not need to be taken from the main entitlement Free office parking Career progression opportunities within financial planning and wealth management Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Job Title: Paraplanner Location: Rotherham (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative wa click apply for full job details
Aug 12, 2026
Full time
Job Title: Paraplanner Location: Rotherham (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative wa click apply for full job details
GROVE TALENT SOLUTIONS LTD
Cambridge, Cambridgeshire
Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a s click apply for full job details
Aug 12, 2026
Full time
Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a s click apply for full job details
Job Title: Paraplanner Location: Belfast (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way click apply for full job details
Aug 12, 2026
Full time
Job Title: Paraplanner Location: Belfast (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way click apply for full job details
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary The Candidate Essentials part or full Level 4 CII Diploma in Financial Planning (or experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 1 years' experience in a financial services Para Planning role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Aug 12, 2026
Full time
Our client A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work The Role will include Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary The Candidate Essentials part or full Level 4 CII Diploma in Financial Planning (or experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 1 years' experience in a financial services Para Planning role The Rewards 4 x salary life assurance Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. 24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays Health Cash Plan Scheme Free parking Hybrid working scheme - Following completion of initial training and induction
Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.
Aug 12, 2026
Full time
Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.
Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview
Aug 11, 2026
Full time
Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Aug 11, 2026
Full time
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Adviser - (York) Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options Available About A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes. The Role This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures. What You'll Be Doing Providing holistic financial planning advice to new and existing clients Building and maintaining long-term client relationships through regular reviews and ongoing support Delivering advice across pensions, investments, protection, retirement and estate planning Conducting client meetings and presenting suitable recommendations in a clear and engaging manner Identifying new business opportunities through referrals, networking and professional connections Working closely with paraplanners and administrators to ensure a seamless client experience Reviewing clients' financial circumstances and developing tailored planning strategies Maintaining accurate client records and ensuring all advice complies with FCA requirements Contributing to the growth and success of the business through a proactive and results-driven approach Staying up to date with changes in legislation, taxation and the wider financial planning landscape Requirements Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business Previous Paraplanning experience with strong technical knowledge across financial planning disciplines Level 4 Diploma in Regulated Financial Planning (minimum) Excellent interpersonal and relationship-building skills Strong understanding of pensions, investments, protection and retirement planning Ability to manage client relationships independently and professionally Commercial awareness and a proven ability to generate business opportunities Strong communication, presentation and report-writing skills Good understanding of FCA regulations and compliance requirements Personal Attributes Highly motivated and ambitious Driven to develop long-term client relationships and grow assets under management Professional, personable and client-focused Self-sufficient with strong organisational skills Positive and collaborative team player Committed to delivering high-quality financial planning and outstanding client outcomes Remuneration Employed Option Basic salary of 40,000 Bonus of 50% of fees generated Flexible working arrangements Full paraplanning and administrative support Self-Employed Option 80% of new business fees 25% of ongoing fees Flexible and autonomous working arrangement Full back-office, paraplanning and administrative support Opportunity to build and grow your own client bank Benefits Flexible working setup Choice of employed or self-employed remuneration structure Full paraplanning and administrative support Access to modern financial planning technology and cashflow modelling tools Ongoing professional development and CPD support Collaborative and supportive team culture Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 11, 2026
Full time
Financial Adviser - (York) Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options Available About A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes. The Role This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures. What You'll Be Doing Providing holistic financial planning advice to new and existing clients Building and maintaining long-term client relationships through regular reviews and ongoing support Delivering advice across pensions, investments, protection, retirement and estate planning Conducting client meetings and presenting suitable recommendations in a clear and engaging manner Identifying new business opportunities through referrals, networking and professional connections Working closely with paraplanners and administrators to ensure a seamless client experience Reviewing clients' financial circumstances and developing tailored planning strategies Maintaining accurate client records and ensuring all advice complies with FCA requirements Contributing to the growth and success of the business through a proactive and results-driven approach Staying up to date with changes in legislation, taxation and the wider financial planning landscape Requirements Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business Previous Paraplanning experience with strong technical knowledge across financial planning disciplines Level 4 Diploma in Regulated Financial Planning (minimum) Excellent interpersonal and relationship-building skills Strong understanding of pensions, investments, protection and retirement planning Ability to manage client relationships independently and professionally Commercial awareness and a proven ability to generate business opportunities Strong communication, presentation and report-writing skills Good understanding of FCA regulations and compliance requirements Personal Attributes Highly motivated and ambitious Driven to develop long-term client relationships and grow assets under management Professional, personable and client-focused Self-sufficient with strong organisational skills Positive and collaborative team player Committed to delivering high-quality financial planning and outstanding client outcomes Remuneration Employed Option Basic salary of 40,000 Bonus of 50% of fees generated Flexible working arrangements Full paraplanning and administrative support Self-Employed Option 80% of new business fees 25% of ongoing fees Flexible and autonomous working arrangement Full back-office, paraplanning and administrative support Opportunity to build and grow your own client bank Benefits Flexible working setup Choice of employed or self-employed remuneration structure Full paraplanning and administrative support Access to modern financial planning technology and cashflow modelling tools Ongoing professional development and CPD support Collaborative and supportive team culture Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details
Aug 11, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 11, 2026
Full time
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 11, 2026
Full time
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
Aug 11, 2026
Full time
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
Paraplanner £38,000 to £44,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Aug 11, 2026
Full time
Paraplanner £38,000 to £44,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.