60 jobs found

Senior Paraplanner - Technical Planning Hybrid / Sawbridgeworth Competitive salary and a comprehensive benefits package including exam support Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients. Overview A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey. Paraplanner Role: As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice. Paraplanner Key Responsibilities: Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning Prepare high-quality suitability reports in line with regulatory and internal standards Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies Liaise with product providers and internal stakeholders to gather accurate information Keep up to date with industry trends, legislation changes, and technical knowledge Paraplanner Requirements: Minimum 3 years' experience as a Paraplanner within a Wealth Management or Financial Planning environment Level 4 Diploma qualified (DipPFS or equivalent) - working towards Chartered status is desirable Strong technical knowledge of pensions, investments, tax, and estate planning Excellent written communication and analytical skills High attention to detail, with the ability to manage multiple cases and deadlines Proficient in financial planning software What's On Offer: Competitive negotiable salary (commensurate with experience) Annual performance bonus Flexible/hybrid working options 25 days holiday + bank holidays (increasing with service) Professional development support, including exam sponsorship and study leave Pension Death in Service Private Medical

Join a Chartered, Award-Winning Financial Planning Firm Are you an experienced Paraplanner looking for a genuinely client-facing role where you can work closely with senior advisers, attend client meetings and contribute directly to delivering exceptional financial planning outcomes? Due to continued growth, we are seeking a highly capable Paraplanner to partner with Director-level Financial Planners, supporting high-net-worth individuals, families, business owners and trustees. This is an excellent opportunity to join a highly regarded financial planning firm that combines technical excellence with a truly personalised approach to client advice. Working from modern offices in the City of London with a hybrid working arrangement, you'll become an integral part of the advisory team, helping clients navigate every stage of their financial planning journey. The Opportunity This is far more than a traditional report-writing role. You'll act as a trusted extension of the Financial Planner, attending client meetings, contributing to planning discussions, undertaking complex research and supporting the delivery and implementation of sophisticated financial planning strategies. The successful candidate will enjoy a varied, collaborative and intellectually stimulating position with significant exposure to clients and complex planning cases. Key Responsibilities Build strong working relationships with Director-level Financial Planners and their clients Attend virtual and face-to-face client meetings, taking detailed notes and documenting agreed actions Support the entire advice process from research and recommendation through to implementation and ongoing servicing Prepare high-quality suitability reports covering investments, pensions, protection and tax planning strategies Conduct technical research and analysis to support client recommendations Participate in annual client review meetings, assessing changing circumstances and planning requirements Support tax year-end planning projects and wider client initiatives Maintain accurate client records, workflows and wealth management portal information Collaborate with advisers to identify and deliver the most appropriate planning solutions Ensure all work is completed accurately, compliantly and within agreed timescales Work closely with the wider paraplanning team to maintain an efficient and flexible workflow Contribute to continuous improvement initiatives and share technical knowledge across the business About You We are looking for a technically strong and client-focused Paraplanner who enjoys building relationships and playing an active role in the advice process. Ideally You'll Have: 3-5+ years' paraplanning experience within a Financial Planning, Wealth Management or IFA environment Experience supporting advisers and high-net-worth clients across the full financial planning journey Strong technical knowledge of pensions, investments, protection, retirement planning and taxation Experience producing high-quality suitability reports with minimal supervision Confidence attending and contributing to client meetings Excellent communication and relationship-building skills Strong organisational abilities with exceptional attention to detail Experience using financial planning and back-office systems, including CRM platforms Good working knowledge of Word, Excel, Outlook and cashflow planning software such as Voyant Diploma in Regulated Financial Planning (Level 4) as a minimum Progression towards Chartered Financial Planner status What's on Offer? £50,000 - £55,000 basic salary Hybrid working arrangement Exposure to complex and rewarding financial planning cases Direct access to experienced, high-performing advisers Strong focus on professional development Support towards Chartered status Collaborative and supportive team environment Modern City of London offices Long-term career progression opportunities Apply Now If you're an ambitious Paraplanner who enjoys client interaction, technical financial planning and working alongside high-calibre advisers, we'd love to hear from you. Apply today to take the next step in your financial planning career.

Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.

A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.

BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

We are currently recruiting for an exciting new role for a Senior Pension Administrator to join an expanding, innovative Investment platform firm on a hybrid basis from London. Reporting directly to the Pensions Director, you will serve as the first point of contact for technical pension and ISA queries from financial advisers and clients. You will provide expert guidance, support colleagues across Client Services, Investments, and Transfers, and ensure all pension administration activities and regulatory reporting obligations are completed accurately and on time. Key Responsibilities Act as the first line of support for technical pension and ISA queries. Complete high-volume pension administration tasks accurately and efficiently. Respond to adviser and client enquiries promptly via telephone and email. Handle complex pension cases with confidence and authority. Support the operations team with specialist technical knowledge. Manage pension regulatory reporting requirements and submission deadlines. Interpret HMRC, FCA, and other regulatory requirements to ensure ongoing compliance. Identify opportunities to improve processes and documentation. Partner with the Engineering team to automate and streamline pension administration activities through the platform. Essential Experience and Skills Significant experience working within a UK investment platform offering Pension, ISA, and GIA products. Strong hands-on experience in complex pension administration, including: Drawdown cases Death benefit processing Taxation and regulatory payments Proven knowledge of HMRC pension and ISA reporting requirements, including: Tax relief claims Annual reporting submissions This is an excellent opportunity to join a well established firm in an exciting new role where you will be rewarded with a good salary, excellent benefits package and a clear career path as well as assistance with professional qualifications. Please quote 52535 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.

Senior Paraplanner Location: Fareham (On-site or Remote) - Working style flexible Salary: Up to £55,000 (Depending on experience and qualifications) Employment Type: Full-time About the Opportunity Are you a Level 6 qualified Advanced/Technical or Chartered Paraplanner looking for a role where your technical expertise truly makes an impact? This is an exciting opportunity to join a respected financial planning firm in Fareham as a Technical Client Support professional , working closely with advisers and clients to deliver high-quality, tailored financial solutions. What You'll Be Doing This is a highly technical, client-facing role where you'll be involved in every stage of the advice process. Your responsibilities will include: Client Meetings: Sitting in on client meetings alongside the adviser to understand objectives and provide technical input. Technical Analysis: Performing complex calculations, research, and cashflow modelling at Level 4/6 expertise. Report Writing: Producing detailed suitability reports in-house (with some reports outsourced to chartered paraplanners). Research & Planning: Conducting in-depth product and provider research, supporting the adviser with technical recommendations. You'll be the adviser's right-hand person for technical work, ensuring clients receive accurate, compliant, and tailored advice. About You We're looking for someone who brings: Qualifications: Level 6 Diploma in Financial Planning (essential). Experience: Strong paraplanning background with exposure to complex technical work. Skills: Excellent analytical ability, attention to detail, and strong communication skills. Mindset: A proactive, client-focused approach and ability to work collaboratively with advisers. Working Arrangements Remote or On-site: This role offers flexibility for fully remote or fully on-site working. No Hybrid: The firm does not currently offer hybrid arrangements. What's in It for You? Competitive salary up to £55,000 (depending on experience). Opportunity to work on complex technical cases and develop advanced expertise. Direct involvement in client meetings and strategic financial planning. Supportive team environment with exposure to high-quality advice processes. Ready to take your paraplanning career to the next level? Apply today and join a firm that values technical excellence and client care.

Senior IFA Administrator Gatwick, West Sussex £30,000 - £42,000 Hybrid (3 days in office, 2 days work from home) Role objective The Senior Administrator is responsible for delivering high-quality administrative, operational and client servicing support to Financial Advisers and Paraplanners, while acting as a technical expert within the administration team. The role ensures the accurate and efficient delivery of client servicing, new business, investments and pensions administration, whilst maintaining high standards of regulatory compliance, client experience and operational excellence. The Senior Administrator also supports the continuous improvement of processes and provides guidance and assistance to colleagues where appropriate. Key responsibilities Client and adviser support Work closely with Financial Advisers and Paraplanners to provide ongoing administrative and servicing support to clients, operating as part of a pooled team where required. Support advisers by collating information, preparing documentation and coordinating actions before and after client meetings. Manage client and adviser requests through to timely resolution, ensuring communications are professional, accurate and aligned to company policies and procedures. Prepare client correspondence, forms and supporting documentation to a high standard. Assist with onboarding new clients and ensure new client records are created accurately and maintained on relevant systems. Answer telephone calls and handle client enquiries professionally, escalating where appropriate. New business, investments and pensions administration Process new business and top-up submissions via relevant provider platforms, ensuring adviser instructions and compliance requirements are complete before submission. Work with provider platforms to record expectations for new monies, process switches, complete fund purchases and sales, and administer ad hoc income requests. Manage the Letter of Authority process, proactively liaising with providers to obtain information and minimise delays to client servicing Support all investment and pension administration activity, ensuring tasks are completed accurately, efficiently and within agreed timescales. Generate fee expectations, invoices and related finance information in line with internal processes. Client reviews and ongoing servicing Coordinate annual review preparation, including pre-meeting packs, follow-up actions and client annual review reports. Ensure client review meetings are arranged, monitored and completed in line with agreed service levels. Maintain accurate client records and back-office systems, ensuring all documentation is complete, up to date and compliant with regulatory and internal requirements. Undertake report writing support for advisers where required. Planning, quality and team contribution Plan, prioritise and manage workload effectively to meet deadlines and support timely client outcomes. Identify issues, risks or delays early and escalate to the Operations Manager where appropriate. Contribute to ad hoc projects, platform migration work and process improvement initiatives as required. Work flexibly across propositions and teams, demonstrating a "one team" approach. Handle client and employee data securely and in accordance with data protection requirements and company policy. Follow company procedures and regulatory requirements when handling complaints, potential breaches or service issues. Support with training of administrative staff Complete personal learning, training and assessment activity in line with individual training and competence requirements. Person specification Knowledge and experience Previous administrative experience, ideally gained within financial services or the IFA market. Advanced working knowledge of Intelliflo Office (Intelligent Office). Experience dealing with provider platforms, new business processing, investments and pensions administration. Proficient in Microsoft Office and confident learning new systems and software. Understanding of the importance of data protection, confidentiality, accurate record keeping and regulatory compliance. Skills and behaviours Excellent attention to detail and a strong commitment to accuracy. Clear, concise and professional communication skills, both verbal and written. Strong interpersonal skills with the confidence to build effective relationships with clients, advisers, colleagues and providers. Highly organised, with the ability to manage multiple tasks, prioritise effectively and meet deadlines. A collaborative, team-oriented approach with the ability to work independently when required. Flexible and adaptable, with a positive approach to change and continuous improvement. Ability to follow processes and procedures while using initiative to resolve non-standard issues, seeking support where appropriate. Excellent timekeeping and a professional approach to work. Role level guidance This is a Senior Administrator role suited to an experienced administrator with strong technical capability, a high level of accuracy and the confidence to support more complex client servicing, new business and provider platform activity with appropriate autonomy.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. 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: Cheltenham Salary: Up to £55,000 Duration: Full time, Permanent, Hybrid, Part-Time We are working with a Chartered Independent Financial Adviser based in Gloucestershire who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Paraplanner Location: Sheffield Salary: Up to £45,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Sheffield who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £45,000 1 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Flexible working hours policy What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Paraplanner Location: Stamford Salary: Up to £50,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Stamford who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Technical Specialist / Senior Technical Assistant (Paraplanner) Location: Gerrards Cross, Buckinghamshire Salary: Up to £40,000 per annum Working Pattern: Hybrid Working Are you an experienced Paraplanner or Technical Specialist looking to take the next step in your career with a highly respected financial planning business? We're seeking a technically strong and client-focused Technical Specialist / Senior Technical Assistant (Paraplanner) to join our growing team in Gerrards Cross. This is an excellent opportunity for someone who enjoys combining technical analysis, financial planning research, and client interaction while working closely alongside Advisers and a supportive Client Services team. With outstanding benefits, a collaborative culture, and genuine investment in professional development, this role offers the perfect environment to continue building your career within financial planning. The Role Supporting Advisers throughout the client journey, you'll play a key role in delivering high-quality financial planning solutions and helping clients achieve their long-term objectives. Key responsibilities include: Preparing and supporting client review and new business meetings Gathering and analysing client information Conducting technical research across pensions, investments and protection Producing detailed suitability reports and recommendation documents Undertaking cashflow modelling using Voyant Using Genovo to assist with report writing and suitability documentation Liaising with Discretionary Fund Managers (DFMs) and product providers Assisting Advisers during client meetings where appropriate Ensuring all work meets regulatory and compliance standards Supporting ongoing client reviews and technical planning requirements About You We're keen to speak with individuals who have: At least 3 years' experience within an IFA / Financial Planning environment Previous experience in paraplanning, adviser support or technical administration Strong suitability report writing skills Experience of financial planning research and technical analysis Exposure to cashflow modelling Experience working with DFMs Knowledge of Voyant and Genovo (highly desirable) A strong understanding of FCA compliance requirements Excellent written and verbal communication skills Qualifications Level 4 Diploma in Financial Planning (or equivalent) achieved Or candidates who are close to completing their Level 4 qualification will also be considered What's in it for You? This firm offers one of the most attractive benefits packages in the market, including: Salary up to £40,000 Hybrid working 28 days annual leave 3 additional days at Christmas Bank holidays Every last Friday of the month off (12 Wellness Days per year) Total annual leave entitlement of up to 51 days per year Private Medical Insurance (PMI) Annual bonus scheme Life assurance Shared parental leave benefits Full exam support and study funding Apply Now If you're an ambitious Paraplanner looking for a highly technical, client-focused position with genuine career progression, we'd love to hear from you. Apply today to discuss this opportunity in confidence.

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

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

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.

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.

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