211 jobs found

Senior Paraplanner - Level 6 (Chartered) Outskirts of Woking, Surrey Full-time, office-based Competitive salary, dependent on experience If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm's Investment Committee. The Business You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning. The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team. The Role Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning. Your responsibilities will include: Analysing fact finds, existing client records and adviser meeting notes. Undertaking cashflow modelling and detailed pension and investment research. Reviewing existing client portfolios and researching suitable products, providers and planning strategies. Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning. Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate. Liaising with providers and working closely with advisers, administrators and compliance. Keeping your technical knowledge of legislation, regulation and industry developments up to date. Contributing to the firm's Investment Committee and wider business initiatives. This is a full-time, office-based position on the outskirts of Woking. What they are looking for You will need to hold the Level 6 Advanced Diploma in Financial Planning and have at least four years' paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable. You should also bring: Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning. Excellent suitability report writing and communication skills. Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools. Strong organisation and attention to detail. A proactive, solutions-focused approach and the ability to work effectively as part of a professional team. The ability to commute to the Woking area on a daily basis. Benefits Alongside a competitive salary based on experience, the package includes: Discretionary annual bonus. 25 days' annual leave plus bank holidays. Company pension scheme. Death in service benefit. Ongoing professional development and support with further qualifications. Exposure to complex high-net-worth financial planning cases. The opportunity to contribute to the Investment Committee. Free on-site parking. Applying If you are an experienced Level 6 Paraplanner looking for a technically involved position within an established financial planning business, apply today or contact Finlink for a confidential conversation.

Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details

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. This includes complex inheritance tax planning, trust work and wider estate planning considerations. This Paraplanner role is designed for someone who understands real financial planning and enjoys pulling information together from multiple angles to create high quality recommendations. You will be encouraged to bring insight, personality and ideas into your work, working collaboratively with advisers to deliver the best outcomes for clients. The Paraplanner job is suitable for an experienced Paraplanner working with complex cases, or a strong Paraplanner who is still studying and genuinely motivated to progress technically and professionally. Full support is available for ongoing qualifications and development. Key aspects of this Paraplanner job include • Working directly with advisers on complex client cases • Carrying out detailed research and technical planning analysis • Producing thoughtful, high quality financial planning recommendations • Supporting inheritance tax, trust and estate planning work • Being an active contributor within a collaborative paraplanner team This Paraplanner job offers long term development within a professional, fast paced and supportive environment. Paraplanner Requirements • Experience working as a Paraplanner within a financial planning firm • Strong technical foundation, particularly around complex planning • Exposure to inheritance tax and estate planning work • Working towards or holding relevant financial planning qualifications • Desire to grow, develop and deepen technical expertise The Company You will be joining a well established financial planning firm with multiple UK offices and a strong reputation for high quality advice. The business is known for investing in its people and supporting long term careers. Paraplanner Benefits • Salary negotiable based on experience and capability • Agile working policy once established in role • Hybrid working with a strong emphasis on office collaboration • Full support for ongoing qualifications and progression • Stable, professional and collaborative working environment Location This Paraplanner job is based in either the Wick office or the High Wycombe area. Office presence is important for collaboration and team support. If you are a Paraplanner who wants to be genuinely involved in planning and valued for your thinking, apply now. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance. This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions. The Paraplanner role is ideal for someone who enjoys technical work, values accuracy and structure, and wants to continue developing their knowledge across pensions, investments and holistic financial planning. You will not be tied to one adviser, instead working collaboratively across the wider team with defined processes and realistic expectations. This Paraplanner job offers genuine progression opportunities, whether into senior paraplanning, specialist technical roles, or broader involvement in complex planning cases over time. Paraplanner Requirements Essential • Proven experience working as a Paraplanner within financial planning or wealth management • Level 4 Diploma in Regulated Financial Planning • Strong technical knowledge across pensions and investments Desirable • Experience using cash flow modelling software • Experience working in a centralised or technical paraplanning team The Company You will be joining a well established financial planning firm that is continuing to grow nationally. The business is known for its professional standards, investment in people, and supportive working culture. Paraplanner Benefits • Salary £35,000 to £42,000 depending on experience Salary of up to £48,000 available for candidates who are Chartered or close to achieving Chartered status • Hybrid working with only one day per week in the office • Early finish every Friday • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Paraplanner job is based from either Market Harborough, Birmingham, Barnstaple or Newcastle with hybrid working available. If you are a Paraplanner looking for a supportive environment where technical quality and work life balance are both prioritised, please apply to discuss this opportunity in confidence. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Trainee Paraplanner Liverpool City Centre / Hybrid (2 days from home) 28,000 - 35,000 (Dependant on experience) Hybrid Working (3 days office / 2 days home) Monday to Friday, 9:00am to 5:00pm The Opportunity A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team. This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning. You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct product, provider and fund research Gather and analyse client information Prepare review meeting documentation Liaise with Advisers, clients and product providers Support the paraplanning team with technical administrative duties Maintain accurate client records and ensure compliance processes are followed Assist with pension, investment and protection case work About You We are keen to speak with individuals who possess: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner Excellent organisational and communication skills Strong attention to detail The ability to manage multiple tasks and deadlines effectively A desire to build a long-term career within paraplanning and financial planning Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial What's on Offer? Competitive salary and benefits package Hybrid working with 2 days per week from home Modern Liverpool City Centre offices Clear career progression into a Paraplanner role Ongoing training and professional development Support towards financial planning qualifications A collaborative and supportive team environment Apply Now If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you. Apply today to find out more about this exciting opportunity in Liverpool City Centre. 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.

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Job: Financial Planning Administrator Location: Milton Keynes Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday Annual salary reviews Life assurance and pension

If you are an experienced Financial Services Administrator looking for a role where your expertise is valued and your workload is structured properly, this Financial Services Administrator job could be an excellent next step. You will join a busy client servicing function supporting advisers with life, pensions and investment administration, ensuring new and ongoing business is processed efficiently from start to finish. As a Financial Services Administrator, you will be responsible for managing client documentation, liaising with providers, and keeping advisers updated on progress. This Financial Services Administrator role offers exposure across the full financial planning process, making it ideal for someone who already has IFA administration experience and wants stability, structure and development. Key duties within this Financial Services Administrator position include client onboarding, authority management, new business submissions, AML checks, and maintaining accurate records on internal systems. You will work within a defined admin team but collaborate closely with advisers, paraplanners and other support staff. There is clear scope for progression within this Financial Services Administrator role, whether into senior administration, specialist team roles, or longer term development into paraplanning for those who wish to progress technically. Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High level of accuracy managing client and compliance documentation • Desirable experience supporting advisers with end to end new business processing The Company You will be joining a well established, professional financial planning firm with a strong national presence and a reputation for investing in its people, systems and long term growth. Financial Services Administrator Benefits • Salary up to £30,000 depending on experience • Hybrid working with 2 to 3 days office based • Early Friday finish every week • 28 days holiday plus bank holidays and birthday off • Employer pension contribution and life cover • Health and wellbeing benefits and structured training support Location This Financial Services Administrator job is based from either Market Harborough or Birmingham, with hybrid working available. If you are a Financial Services Administrator seeking a stable, supportive environment with flexibility and progression, please apply to discuss this opportunity further. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journey As an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertaking typical IFA administration duties and supporting their Platform Administrators, Paraplanners and Financial Advisors. IFA Administrators Requirements You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role You should have desire to be part of a growing team and take an active role in delivering growth for the business IFA Administrator Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. 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.

Are you seeking an IFA Administrator job where you can make a real impact within a supportive, forward-thinking team? This boutique chartered financial planning practice is expanding and looking for an IFA Administrator to join their growing operation. As an IFA Administrator, you'll be the vital link between clients and advisers, ensuring seamless service delivery. You'll act as the first point of contact for client inquiries, prepare comprehensive review packs, handle general processing administration, and provide essential support to paraplanners and advisers. This IFA Administrator role offers the chance to work closely with a dedicated team of chartered advisers in a collaborative office environment. What makes this IFA Administrator position special? - Join a boutique practice where all advisers are chartered - Work within a team-based environment with excellent dynamics - Receive training and support - talented, keen individuals will be developed - Flexibility around occasional work-from-home arrangements when needed - Be part of a forward-thinking firm with no legacy provider bias IFA Administrator Requirements -Essential: Client-facing administrative experience -Desirable: Financial Services background - Desirable: Familiarity with IO (back office), Dynamic Planner - Desirable: Experience supporting financial advisers or paraplanners The Company This established chartered financial planning practice prides itself on delivering exceptional client service. With a close-knit team of professionals, they maintain high standards whilst fostering a supportive working environment where people want to stay and develop their careers. IFA Administrator Benefits - Salary from £30k dependent on experience - Private medical insurance - Pension scheme - Full-time employed position Location This IFA Administrator position is office-based in Tiverton. Candidates must be able to commute to the office daily. Ready to take the next step in your career? Apply today to discover more about this exciting IFA Administrator opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Financial Adviser Colchester, Essex Hybrid £60,000-£80,000 + quarterly bonus If you are an experienced Financial Adviser looking for an established client bank rather than having to build from scratch, this role offers a strong starting point. You will take over clients from a retiring adviser, with a particularly strong emphasis on intergenerational wealth planning. The Business You will be joining an established independent financial planning business providing holistic advice to private clients across the region. The business is continuing to grow both organically and through acquisition and has recently strengthened its support team with the addition of two paraplanners and an administrator. The Role You will take responsibility for an existing client bank being handed over by a retiring adviser. The exact size of the bank is still being determined, but the intention is to give the incoming adviser an established base of client relationships. A key part of the brief is intergenerational wealth planning, so the business is particularly interested in an adviser with the experience to work effectively in this area. The position is based in Colchester and offers hybrid working. What they are looking for The business is looking for: An experienced Financial Adviser. Strong experience or a clear focus on intergenerational wealth planning. Someone established in their advisory career who is comfortable taking responsibility for an existing client bank. Benefits £60,000-£80,000 salary. Quarterly bonus calculated at 20% of business written, with no validation requirement. Additional employee benefits are provided. Applying If you are an experienced Financial Adviser looking for an established client bank, strong earning potential and a role based outside London, apply today or contact Finlink for a confidential conversation.

Job Title : Trainee Paraplanner Location : Sutton Coldfield (office based) Salary : From £35k per annum depending on experience and qualifications Job Type : Full-time, Permanent Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Trainee Paraplanner to join our team within a dynamic Independent Financial Adviser (IFA) firm. This role is critical in providing technical support to financial advisers, our outsourced paraplanning provider, and compliance team. The successful candidate will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Key Responsibilities: Provide technical support to our financial adviser team. Calculate and assess Capital Gains Tax (CGT) liabilities on investment disposals, including use of annual exemptions, allowable losses, and asset histories. Undertake chargeable event gain calculations for investment bonds and liaise with product Draft Suitability Reports and client recommendation letters ensuring accuracy and compliance. Assist in gathering, verifying, and analysing client data including fact finds, policy information, valuations, and cashflow reports. Liaise with product providers and platforms to obtain information, quotes, and up-to-date investment valuations. Monitor workflow and ensure all tasks are completed in line with service level agreements and compliance requirements. Maintain accurate and compliant client records in CRM and back-office systems (Intelligent Office). Support the compliance team in ensuring all documentation and advice processes adhere to FCA regulations. Contribute to the continuous improvement of operational processes and documentation standards. Act as a point of contact for adviser queries regarding technical matters. About you : Existing IFA paraplanning experience and part way through Diploma is preferred Attention to detail Able to work well within a team and individually What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Junior Paraplanner, Assistant Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Research Analyst, Financial Planning Assistant, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.

Are you a Paraplanner looking to join a close-knit, client-focused team where you'll be valued and supported? This is an exciting opportunity to become an integral part of a growing wealth management firm in the Birmingham area. As a Paraplanner, you'll play a key role in supporting a team of advisors, working on technical calculations, producing high-quality suitability reports, and contributing to the delivery of excellent client outcomes. This Paraplanner role offers the chance to work in a genuinely supportive environment where your technical skills will be appreciated and developed through ongoing training support. Your responsibilities as a Paraplanner will include: - Preparing comprehensive suitability reports for clients - Conducting technical and tax calculations - Supporting financial advisors with case preparation - Ensuring all client documentation meets regulatory standards Paraplanner Requirements: - Essential: Approximately 2 years' paraplanning experience - Essential: Proven report writing experience - Essential: Technical calculation experience, particularly tax calculations - Desirable: Diploma in Financial Planning (halfway through or a few papers remaining is acceptable) - Desirable: Experience with Intelligence Office, Dynamic Planner, or similar systems The Company Our client is a boutique wealth management firm with a close-knit team culture. They pride themselves on being client-focused and non-corporate, offering a genuinely pleasant working environment where team members are supported and valued. Paraplanner Benefits: - Competitive salary from £35,000 (depending on experience and qualifications) - 4.5-day working week - finish at 1pm every Friday - Training and development support - Standard benefits package Location This Paraplanner position is 100% office-based in the Birmingham/Sutton Coldfield area. Candidates must be commutable to this location. Ready to take the next step in your paraplanning career? Apply today to find out more about this excellent Paraplanner opportunity! Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Paraplanner Location: Sutton Coldfield (Office Based) Job Type: Full-Time, Permanent Hours: Monday to Thursday 8:30am to 5:00pm, Friday 9:00am to 1:00pm Salary: From £35,000 per annum, depending on experience and qualifications The Opportunity An established and growing Independent Financial Planning firm is seeking a Paraplanner to join its experienced and supportive team. This is an excellent opportunity for an individual with experience within an IFA or Financial Planning environment who is looking to further develop their technical expertise and progress their career within a professional and client-focused business. The firm is keen to speak with experienced Paraplanners, but would also welcome applications from individuals with some paraplanning exposure who are actively working towards their Level 4 Diploma in Regulated Financial Planning and looking to take the next step in their career. The successful candidate will provide technical support to Financial Advisers, undertake research and analysis, and assist in delivering high-quality financial planning solutions whilst ensuring regulatory and compliance standards are maintained. Key Responsibilities Provide technical support to Financial Advisers Prepare suitability reports and client recommendation letters, ensuring accuracy and compliance. Gather, verify and analyse client information, including fact finds, policy information, valuations and cashflow modelling data. Calculate Capital Gains Tax (CGT) liabilities, taking into account annual exemptions, allowable losses and asset histories Undertake chargeable event gain calculations for investment bonds. Liaise with providers and investment platforms to obtain policy information, quotations and up-to-date valuations. Maintain accurate and compliant client records using CRM and back-office systems. Support compliance processes and help ensure all advice documentation adheres to FCA requirements. Manage and prioritise workloads to ensure service standards and deadlines are consistently met. Act as a point of contact for technical queries from advisers. Contribute to the ongoing improvement of operational processes and documentation standards. Benefits In return, you will join a business that genuinely invests in its people and offers excellent opportunities for professional development and career progression. Competitive salary from £35,000 per annum. Full study support towards professional qualifications. Clear career progression opportunities. 25 days annual leave plus bank holidays. Option to purchase up to 3 additional days' holiday. Pension scheme with 3% employer contribution and 5% employee contribution. Death in Service benefit of 4x annual salary. Free on-site parking. Access to additional healthcare-related benefits, including subsidised NHS prescriptions. Supportive and collaborative team environment. Exposure to a broad range of financial planning and technical cases. Apply Now Whether you are an experienced Paraplanner seeking your next challenge or an ambitious financial planning professional progressing through your Diploma studies, this is an excellent opportunity to join a growing and supportive firm committed to investing in its people. Apply today with your CV for a confidential discussion.

Financial Administration Support / PA - Wealth Planning Practice Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who thoroughly enjoys supporting others, prodes themselves on their organisational skills and has experience with administration, client communication, as well as inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role, whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: Diary and meeting management Inbox management and correspondence Coordinating client appointments and follow-up actions Managing adviser workflows and task allocation Liaising with clients and professional connections Working with outsourced administrators and paraplanners Ensuring client reviews and ongoing service activities run smoothly Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in Wealth Planning Administration and opportunities for management down the line. What they are looking for Excellent organisational skills Strong attention to detail Experience managing diaries, inboxes and competing priorities Experience coordinating tasks and ensuring actions are completed Strong written and verbal communication skills A proactive mindset and willingness to learn A genuine desire to build a career within financial planning What's On Offer? £30,000 - £42,000 salary depending on experience Hybrid working after probation Opportunity to work directly alongside an experienced Financial Adviser Clear long-term career development opportunities Friendly and supportive working environment Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available on request Hours: 5 days per week - 9am until 5pm (Monday - Friday) Contract type: Permanent Benefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) NHS Top up Medical Cash Plan (increasing with length of service) Gym membership Free onsite parking Bike to work scheme Exam support and funding Inhouse development path for those that want to develop throughout the various roles Team socials Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business. Key Duties and Responsibilities: Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey Sending Letter of Authorities to third party providers Chasing outstanding information with third party providers Analysing of policy information Preparation of basic suitability letter and reports Accurately recording clients data and compliance Communication between client and adviser to ensure both parties are updated throughout the process Working within desired timescales for completion of tasks Project a professional image in both appearance and attitude and provide quality support on time to agreed standards Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally Develop technical competence at an appropriate level to meet the requirements of the role Maintain a good working relationship with colleagues, clients and third parties. Person Specification: Genuine interest in Financial Services and paraplanning as a long term career Interest in taking exams and keen to develop is essential High level of attention to detail and accuracy Highly organised Excellent written and verbal communication skills IT Skills Demonstrates a positive attitude at all times Works well as an individual and also as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What's most important is the desire to learn, and build a worthwhile career.

Senior Paraplanner - Level 4 Woking, Surrey Office-based Up to £50,000 DOE + benefits If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements. The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work. The Role Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate planning strategies. Your work will cover areas including: Retirement and pension planning Investments and portfolio reviews Cashflow modelling and scenario analysis Inheritance Tax planning Trust and estate planning Protection planning Complex high-net-worth client cases You will analyse fact finds, meeting notes and existing arrangements, undertake product and provider research, and prepare suitability reports and supporting documentation. You will also support advisers around client meetings, with the opportunity to attend meetings where appropriate, while ensuring recommendations meet regulatory and compliance requirements. Alongside individual casework, you will keep your technical knowledge current and contribute to the firm's Investment Committee and wider technical planning work. What they are looking for You will need: A minimum Level 4 Diploma in Financial Planning At least three years' dedicated Paraplanning experience within an IFA, financial planning or wealth management business Strong technical knowledge across pensions, investments, protection, trusts, tax planning and Inheritance Tax Proven experience producing detailed suitability reports Experience with back-office systems, wrap platforms and financial planning software Strong research and analytical skills Excellent attention to detail and written communication The ability to manage multiple cases and prioritise your workload effectively Experience working with high-net-worth clients would be beneficial, as would experience using Intelliflo, FE Analytics and cashflow modelling software. Benefits Salary up to £50,000 , depending on experience Discretionary annual bonus 25 days' annual leave plus bank holidays Company pension scheme Death in Service benefit Support for professional qualifications and career development Exposure to technically challenging and complex financial planning work Free on-site parking This is a full-time, office-based position, so you will need to live within a reasonable commuting distance of Woking. Applying If you are an experienced Paraplanner looking for greater exposure to complex planning work within an established independent practice, apply today or contact Finlink for a confidential conversation.

Job Title: Trainee Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: £28,000 - £36,000 Job reference: 10549 Job Description: Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Sutton Coldfield to join a brilliant Financial Planning firm. This role as a Trainee Paraplanner is a really varied role, a hybrid role regarding back-office functions. This role would see through the client's enquiries and cases from cradle to grave, compiling research and liaising with advisers, completing suitability reports and ensuring the smooth running of the advice process. This Trainee Paraplanner role will give you the opportunity to further develop your skill-set and build on your existing knowledge. You will be supporting the technical Financial Adviser's in the role and they offer a great salary and benefits package. What's in it for you: Salaries up to £36,000 dependent on skill set and experience (negotiable) Pension contribution NHS top-up scheme 25 days holiday plus bank holidays plus a 2-day holiday exchange Great office location for transport links Early finish on a Friday Supportive and friendly team to join Ongoing study support and career professional development Skills and experience required: Some R0 qualifications toward your Level 4 Diploma Previous suitability report writing experience, ideally in an IFA or Wealth Management firm Organisation and analytical skills Ability to prioritise workload About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on a Trainee Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

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