IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Aug 16, 2026
Full time
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Aug 16, 2026
Full time
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
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 click apply for full job details
Aug 16, 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 click apply for full job details
This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner . The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will include: Preparing for and attending client meetings Supporting cashflow planning Managing meeting preparation and follow-up Liaising with product providers Preparing suitability reports and client documentation Supporting new business and platform administration Maintaining accurate and compliant client files About You We're looking for someone who: Has at least 2 years' Paraplanning experience Holds the Diploma in Financial Planning Is studying towards, or keen to pursue, further qualifications Has a genuine passion for client service Wants to develop their technical and client-facing skills Is ambitious and looking for long-term career progression Is happy to be mainly office based during their development What's on Offer? Structured career progression towards Chartered Financial Planner Support with further professional qualifications Mentoring from experienced Financial Planners Direct exposure to clients and financial planning A genuine long-term career opportunity Office based, Lewes £35,000 - £45,000 For more information please apply or contact Tegan at Dynamite Recruitment
Aug 16, 2026
Full time
This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner . The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will include: Preparing for and attending client meetings Supporting cashflow planning Managing meeting preparation and follow-up Liaising with product providers Preparing suitability reports and client documentation Supporting new business and platform administration Maintaining accurate and compliant client files About You We're looking for someone who: Has at least 2 years' Paraplanning experience Holds the Diploma in Financial Planning Is studying towards, or keen to pursue, further qualifications Has a genuine passion for client service Wants to develop their technical and client-facing skills Is ambitious and looking for long-term career progression Is happy to be mainly office based during their development What's on Offer? Structured career progression towards Chartered Financial Planner Support with further professional qualifications Mentoring from experienced Financial Planners Direct exposure to clients and financial planning A genuine long-term career opportunity Office based, Lewes £35,000 - £45,000 For more information please apply or contact Tegan at Dynamite Recruitment
Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Aug 16, 2026
Full time
Senior Administrator / Paraplanner London Hybrid £40,000 + Generous Bonus Structure St. James's Place Senior Partner Practice The best financial planning businesses are built on more than great advisers. They're built on exceptional people behind the scenes who ensure every client receives a seamless, professional and compliant experience. We're supporting a rapidly growing St. James's Place Senior Partner Practice as they look to appoint an experienced Senior Administrator / Paraplanner to become an integral part of their team. This is a role for someone who enjoys blending paraplanning work with client interaction and broader practice support responsibilities. You'll be trusted to manage key stages of the client journey, from research and report writing through to implementation and ongoing servicing. Responsibilities will include: Preparing suitability reports and recommendation documentation. Conducting technical research to support financial planning advice. Liaising with clients, providers and third parties. Preparing advisers for client meetings and completing follow-up actions. Supporting client onboarding and ongoing servicing. Maintaining accurate records in line with FCA requirements. Who We're Looking For You'll already have experience within financial services, ideally within the St. James's Place network, and enjoy working in a technical, client-focused environment. Whether your background is in paraplanning, adviser support or senior administration, you'll be organised, proactive and take pride in producing accurate, high-quality work. You'll also enjoy working collaboratively and want to be part of a practice that is continuing to grow and invest in its people. What's on Offer? Salary of around £40,000 Quarterly personal performance bonus (£500 per quarter) £100 bonus for each retirement transfer or IHT case 5% employer pension contribution via salary sacrifice 25 days' annual leave plus bank holidays Hybrid working Genuine long-term career progression within a growing St. James's Place Senior Partner Practice If you're looking to join a practice where your contribution will be recognised and you'll have the opportunity to develop your career as the business continues to grow, we'd love to hear from you.
Job Title: Paraplanner Location: Marlborough (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 click apply for full job details
Aug 15, 2026
Full time
Job Title: Paraplanner Location: Marlborough (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 click apply for full job details
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Aug 15, 2026
Full time
PENSION & INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity. Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants. Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking Key responsibilities for the Pension & Investment Administrator include Processing new pensions and investment business Liaising with Financial Consultants, Paraplanners and providers Maintaining accurate records on the Intelliflo back - office system Handling correspondence with clients, providers and advisers Managing diaries and preparing files for client meetings Ensuring all administration is completed in line with FCA and compliance requirements The ideal Pension & Investment Administrator will need Previous administration experience within an IFA or Financial Planning environment Strong attention to detail and excellent organisational skills Good IT skills and confidence using back-office systems A professional and personable communication style Strong numerical ability A positive, team-focused approach Financial services qualifications (R01-R06 or equivalent), or be actively working towards them What's on Offer Friendly and supportive team environment Opportunity to develop your financial services career Exposure to a wide range of pension and investment administration Long-term career prospects within a growing and successful firm Opportunity for hybrid working following a successful probationary period Hours 9am-5pm Monday to Friday If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.
Paraplanner Leicester Hybrid Working £37,000 - £42,000 NJR Recruitment is working with a highly regarded, Independent Financial Planning firm that is looking to appoint an experienced Paraplanner to join its growing team. This is an excellent opportunity for a Paraplanner who wants to develop their technical career within a supportive environment, with genuine support towards further qualifications, including Chartered status . Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions, undertaking detailed research and analysis, and producing accurate and compliant suitability reports. What's on Offer £37,000 - £42,000 salary Hybrid working Support towards further professional qualifications, including Chartered status Company pension Friendly and collaborative working environment Strong opportunities for career progression On-site parking The Role As a Paraplanner, you will provide detailed technical and research support to Financial Advisers throughout the advice process. You will be responsible for researching financial products and investments, analysing client information, preparing cashflow models and producing high-quality suitability reports that support tailored financial planning recommendations. Key Responsibilities Prepare clear, comprehensive and compliant suitability reports Conduct detailed research across financial products, investments and funds Analyse client information and produce cashflow models Provide technical support to Financial Advisers throughout the advice process Maintain accurate client records in line with FCA requirements Work closely with Advisers and Administrators to ensure a smooth and efficient client journey Keep up to date with developments in pensions, investments and tax legislation About You We're looking for an experienced Paraplanner with: 2+ years' experience within a Paraplanning or technical support role Level 4 Diploma in Financial Planning, or currently working towards this Good technical knowledge across pensions, investments, protection and IHT planning Strong analytical and written communication skills Excellent attention to detail and organisational skills The ability to manage your own workload and work to deadlines A proactive, professional and client-focused approach A genuine interest in developing your technical knowledge and progressing your career Why This Role? If you're an experienced Paraplanner looking for a role where you can develop your technical expertise, work closely with experienced Advisers and progress towards Chartered status , this could be an excellent next step. Apply today via NJR Recruitment or call us quoting reference NJR16597. Please note: Due to the high volume of applications, if your CV does not reflect the essential requirements of the role, or you answer 'no' to key screening questions, we may not be able to contact you.
Aug 15, 2026
Full time
Paraplanner Leicester Hybrid Working £37,000 - £42,000 NJR Recruitment is working with a highly regarded, Independent Financial Planning firm that is looking to appoint an experienced Paraplanner to join its growing team. This is an excellent opportunity for a Paraplanner who wants to develop their technical career within a supportive environment, with genuine support towards further qualifications, including Chartered status . Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning solutions, undertaking detailed research and analysis, and producing accurate and compliant suitability reports. What's on Offer £37,000 - £42,000 salary Hybrid working Support towards further professional qualifications, including Chartered status Company pension Friendly and collaborative working environment Strong opportunities for career progression On-site parking The Role As a Paraplanner, you will provide detailed technical and research support to Financial Advisers throughout the advice process. You will be responsible for researching financial products and investments, analysing client information, preparing cashflow models and producing high-quality suitability reports that support tailored financial planning recommendations. Key Responsibilities Prepare clear, comprehensive and compliant suitability reports Conduct detailed research across financial products, investments and funds Analyse client information and produce cashflow models Provide technical support to Financial Advisers throughout the advice process Maintain accurate client records in line with FCA requirements Work closely with Advisers and Administrators to ensure a smooth and efficient client journey Keep up to date with developments in pensions, investments and tax legislation About You We're looking for an experienced Paraplanner with: 2+ years' experience within a Paraplanning or technical support role Level 4 Diploma in Financial Planning, or currently working towards this Good technical knowledge across pensions, investments, protection and IHT planning Strong analytical and written communication skills Excellent attention to detail and organisational skills The ability to manage your own workload and work to deadlines A proactive, professional and client-focused approach A genuine interest in developing your technical knowledge and progressing your career Why This Role? If you're an experienced Paraplanner looking for a role where you can develop your technical expertise, work closely with experienced Advisers and progress towards Chartered status , this could be an excellent next step. Apply today via NJR Recruitment or call us quoting reference NJR16597. Please note: Due to the high volume of applications, if your CV does not reflect the essential requirements of the role, or you answer 'no' to key screening questions, we may not be able to contact you.
Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Aug 15, 2026
Full time
This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work. In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy click apply for full job details
Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Quarterly Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.
Aug 15, 2026
Full time
Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Quarterly Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster. This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Aug 15, 2026
Full time
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster. This is an excellent opportunity to inherit an established client bank from day one and join a supportive, growing wealth management business. With a dedicated team of paraplanners and administrators handling much of the back-office work, you will have more time to do what you do best-build trusted client relationships and deliver high-quality financial advice. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored recommendations to meet each client s individual goals and circumstances. Key Responsibilities Conducting detailed reviews of clients financial circumstances and objectives Preparing suitable financial plans and recommendations Completing detailed risk assessments Researching and recommending appropriate financial products and services Building and maintaining strong long-term client relationships Supporting clients in making informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing financial needs Liaising with providers, professional connections and internal teams Keeping up to date with industry regulations and market developments Producing clear and compliant financial reports About You Level 4 Diploma qualified in Financial Planning (minimum requirement) Chartered status advantageous but not essential Previous experience as a Financial Adviser / Financial Planner / IFA Strong knowledge of pensions, investments, tax planning and protection Excellent communication and relationship-building skills Professional, organised and client-focused approach Able to work independently whilst contributing positively to the wider team What s on Offer £55,000 basic salary depending on experience Bonus structure Existing client bank provided Full paraplanning and administrative support Established pipeline and long-term client relationships Supportive and established business environment Genuine long-term career prospects Additional benefits discussed at interview stage Interested in this Financial Planner role? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Aug 15, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working is available to staff but this position requires someone to be in the office most of the time
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley 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 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 (or working towards) At least 2 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 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme 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 15, 2026
Full time
Paraplanner - Hybrid Location: Chorley (Hybrid Working Available - 2 days from home) Salary: Negotiable (dependent on experience) Hours: Monday to Friday, 9am - 5pm (flexible hours also available) A growing, values-led financial planning firm based in Chorley 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 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 (or working towards) At least 2 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 36 days holiday (including Bank Holidays) Option to purchase an additional 5 days annual leave Hybrid working - 2 days from home following probation Pension scheme with employer contributions Full support for ongoing exams and professional development Group Life cover: x4 salary Rolling sick pay scheme 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.
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 15, 2026
Full time
Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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 15, 2026
Full time
IFA Administrator Location: Chester Salary: 26,000 - 30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Aug 15, 2026
Full time
Paraplanner We have an exciting opportunity for a Paraplanner to join one of the UK s leading wealth management and financial advisory firms, based in the Spalding area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight. We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving. Main Responsibilities for the successful Paraplanner: As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations. Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds. To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases. To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork. To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately. To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team. To aide the Head of Research & Paraplanning in team training and workload management. To maintain a high degree of technical knowledge relating to core products through ongoing training and self-development and keep documented progress towards meeting quality targets, CPD and KPIs. To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards. To respond to any other requests from your line manager within the scope of this role. About the successful Paraplanner: Level 4 Diploma in Financial Planning or near completion of. Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice. A detailed understanding of pensions, investments, protection and tax planning. Excellent report writing and communication skills. Professional, client facing demeanour. Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software. Previous experience of using different provider websites and knowledge of the overall application andadministrative processes. What we offer in return to the successful Paraplanner: Salary £40,000-£45,000 per annum Monday to Friday, (hybrid working) UK s leading wealth management pension scheme Unrivalled career development prospects National Training and ability to up skill your existing skill set. This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact. Don t miss out, get in touch today for more details! Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Aug 15, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Trainee Paraplanner Location: Cheshire Salary: £32,000 - £37,000 per annum, dependent on experience and qualifications Working Pattern: Flexible working available The Opportunity An established and growing financial planning business is looking to recruit a Trainee Paraplanner to join its expanding Paraplanning team. This is an excellent opportunity for someone with experience within a financial planning environment who is looking to develop their technical knowledge and progress their career within Paraplanning. Working alongside experienced Paraplanners and Financial Advisers, you will receive training and support while gaining exposure to a broad range of client and technical responsibilities. Key Responsibilities Provide day-to-day support to the Paraplanning team and Financial Advisers. Act on instructions following client meetings. Maintain accurate client records using the firm's back-office systems. Prepare suitability letters and reports as part of the Paraplanning training programme. Carry out basic research into investments, pensions and financial products. Obtain illustrations and product information from providers. Liaise with clients and providers regarding outstanding information and queries. Support platform and existing business administration. Assist with client and provider communications. Ensure client files are maintained accurately and remain compliant. You'll ideally have: At least 2 years' experience within a financial planning organisation. Experience using financial services systems and investment platforms. A good understanding of the financial planning process. An interest in developing your technical Paraplanning skills. Good working knowledge of pensions, investments and protection. Strong written and verbal communication skills. Excellent attention to detail and organisational skills. Good IT skills, including Word, Excel and Outlook. The ability to manage multiple priorities and work both independently and as part of a team. Experience with Intelligent Office would be advantageous. Qualifications & Development Ideally, you'll already be working towards the Level 4 Diploma in Financial Planning or be keen to progress your qualifications as part of your career development. What's on Offer? Competitive salary, based on experience and qualifications. Flexible working. Structured training and support to develop your Paraplanning career. Opportunity to work alongside experienced Paraplanners and Financial Advisers. Career progression within a growing financial planning business. 25 days' holiday. 4 x salary Death in Service benefit. Employer pension contributions. Free parking. If you're currently working in financial services and are looking for the next step towards a career in Paraplanning, this could be an excellent opportunity to develop your technical knowledge and experience.
Aug 15, 2026
Full time
Trainee Paraplanner Location: Cheshire Salary: £32,000 - £37,000 per annum, dependent on experience and qualifications Working Pattern: Flexible working available The Opportunity An established and growing financial planning business is looking to recruit a Trainee Paraplanner to join its expanding Paraplanning team. This is an excellent opportunity for someone with experience within a financial planning environment who is looking to develop their technical knowledge and progress their career within Paraplanning. Working alongside experienced Paraplanners and Financial Advisers, you will receive training and support while gaining exposure to a broad range of client and technical responsibilities. Key Responsibilities Provide day-to-day support to the Paraplanning team and Financial Advisers. Act on instructions following client meetings. Maintain accurate client records using the firm's back-office systems. Prepare suitability letters and reports as part of the Paraplanning training programme. Carry out basic research into investments, pensions and financial products. Obtain illustrations and product information from providers. Liaise with clients and providers regarding outstanding information and queries. Support platform and existing business administration. Assist with client and provider communications. Ensure client files are maintained accurately and remain compliant. You'll ideally have: At least 2 years' experience within a financial planning organisation. Experience using financial services systems and investment platforms. A good understanding of the financial planning process. An interest in developing your technical Paraplanning skills. Good working knowledge of pensions, investments and protection. Strong written and verbal communication skills. Excellent attention to detail and organisational skills. Good IT skills, including Word, Excel and Outlook. The ability to manage multiple priorities and work both independently and as part of a team. Experience with Intelligent Office would be advantageous. Qualifications & Development Ideally, you'll already be working towards the Level 4 Diploma in Financial Planning or be keen to progress your qualifications as part of your career development. What's on Offer? Competitive salary, based on experience and qualifications. Flexible working. Structured training and support to develop your Paraplanning career. Opportunity to work alongside experienced Paraplanners and Financial Advisers. Career progression within a growing financial planning business. 25 days' holiday. 4 x salary Death in Service benefit. Employer pension contributions. Free parking. If you're currently working in financial services and are looking for the next step towards a career in Paraplanning, this could be an excellent opportunity to develop your technical knowledge and experience.
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 15, 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.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
Aug 15, 2026
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details
