30 jobs found

Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to c. 55,000 + Quarterly Bonuses + Good Benefits Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Senior Paraplanner £40,000 to £60,000 Gosforth, Newcastle upon Tyne Permanent Full-time Office-based Are you a Level 4 Diploma-qualified Paraplanner looking to practise genuine lifestyle financial planning? The FIMS Consultancy is representing a growing boutique financial planning practice seeking an experienced Paraplanner to join its friendly Newcastle team click apply for full job details

Are you an accomplished Paraplanning professional with extensive technical skills? Are you looking to play a major role within an expanding firm who are focused on delivering a first class service to sophisticated HNW Clients? A role now exists for a Senior Paraplanner to work closely with the Principle to mould their offering to clients. Your role will be to provide insight and analysis across a range of Financial Planning areas. Your work will include deliver holistic services across all areas of Wealth Management including Retirement, Investment and Tax issues. You will have extensive client and introducer contact and you will act as the main point of contact for all technical issues. Applications are invited from accomplished individuals with a background in technical/Paraplanning work who wish to move to a forward thinking and well respected firm. You will have achieved Chartered Status and have expertise in areas such as Pensions (Transfers, Divorce, Lifetime Allowance), Investments (VCT/EIS/BPR & Discretionary Management), Tax and Trust work. In addition, you will have experience in cash flow modelling and relevant Financial Planning software. You must be able to combine detailed analytical work with the ability to relay complex information clearly and concisely to Advisors, Clients and Intermediaries. This role can be office based or remote and the successful applicant must be able to demonstrate a strong work ethic and commitment to professionalism and accuracy. This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence. Wealth Management, Holistic Financial Planning, Independent Financial Advice, Pensions, Investments, Tax, Trusts, Chartered Financial Planner, IFA, Paraplanning, Technical, Manager By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Financial Services Administrator /Office Lead, required for a new permanent job opportunity in Chesterfield An exciting opportunity has arisen to join a growing and well-established financial services organisation based in Chesterfield. Due to continued expansion and strategic growth plans, the business is looking to appoint an experienced Senior Financial Services Administrator to support the delivery of high-quality client services whilst leading and developing a small administration team. Reporting directly to the Operational Director, this is a hands-on leadership position that offers genuine career progression within a friendly, professional and supportive environment. Key vacancy information - Chesterfield (near Barlborough) Office-Based Full-Time 35 Hours per Week Salary: Competitive DOE 32,000 - 36,000 Start Date: October/November 2026 The Role As Financial Services Administrator ( Office Lead), you will play a key role in ensuring the smooth running of the administration function whilst overseeing a team of up to four staff members. You will be responsible for maintaining exceptional service standards, supporting business operations and helping to develop team performance. This is an excellent opportunity for an experienced financial services professional who is looking to step into a senior position with people management responsibilities. Key Responsibilities Lead, motivate and develop a team of up to four Financial Services Administrators Oversee day-to-day administration activities to ensure efficient service delivery Support and mentor team members, conducting regular performance reviews and development discussions Monitor workflows and allocate workloads effectively across the team Provide guidance and support to Paraplanners and wider administration colleagues Ensure all client documentation is processed accurately and within required timescales Liaise with financial advisers, paraplanners and clients to maintain excellent service levels Maintain compliance with FCA regulations and internal procedures Assist with process improvements and contribute to operational efficiencies Produce reports and management information as required Support the Operational Director with departmental objectives and business initiatives What You'll Need to Succeed Ideally, 1-2 experience in a Financial Services Administration role Ideally Previous experience within wealth management, IFA, pensions, investments or financial planning environments or similar Experience mentoring, coaching or supervising staff would be ideal but not advantageous Strong understanding of financial services processes and regulatory requirements Excellent organisational and prioritisation skills High attention to detail and accuracy Strong communication and stakeholder management skills Proficient in Microsoft Office applications, particularly Excel and Outlook Ability to manage multiple priorities within a busy environment Proactive approach with a commitment to continuous improvement What You'll Get in Return Long-term career opportunity within a growing financial services organisation Opportunity to lead and develop a small team Clear progression and development prospects Supportive and collaborative working environment Office-based role with free on-site parking Monday to Friday working pattern 35-hour working week (9:00am to 5:00pm) Join a business investing in future growth and expansion 32,000 - 36,000 What You Need to Do Now Apply today to find out more about this exciting Chesterfield-based opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

Senior Financial Services Administrator required for a new permanent job opportunity in Chesterfield An exciting opportunity has arisen to join a growing and well-established financial services organisation based in Chesterfield. Due to continued expansion and strategic growth plans, the business is looking to appoint an experienced Senior Financial Services Administrator to support the delivery of high-quality client services whilst leading and developing a small administration team. Reporting directly to the Operational Director, this is a hands-on leadership position that offers genuine career progression within a friendly, professional and supportive environment. Key vacancy information - Chesterfield (near Barlborough) Office-Based Full-Time 35 Hours per Week Salary: Competitive DOE 32,000 - 36,000 Start Date: October/November 2026 The Role As Senior Financial Services Administrator, you will play a key role in ensuring the smooth running of the administration function whilst overseeing a team of up to four staff members. You will be responsible for maintaining exceptional service standards, supporting business operations and helping to develop team performance. This is an excellent opportunity for an experienced financial services professional who is looking to step into a senior position with people management responsibilities. Key Responsibilities Lead, motivate and develop a team of up to four Financial Services Administrators Oversee day-to-day administration activities to ensure efficient service delivery Support and mentor team members, conducting regular performance reviews and development discussions Monitor workflows and allocate workloads effectively across the team Provide guidance and support to Paraplanners and wider administration colleagues Ensure all client documentation is processed accurately and within required timescales Liaise with financial advisers, paraplanners and clients to maintain excellent service levels Maintain compliance with FCA regulations and internal procedures Assist with process improvements and contribute to operational efficiencies Produce reports and management information as required Support the Operational Director with departmental objectives and business initiatives What You'll Need to Succeed Ideally, 1-2 experience in a Financial Services Administration role Previous experience within wealth management, IFA, pensions, investments or financial planning environments Experience mentoring, coaching or supervising staff Strong understanding of financial services processes and regulatory requirements Excellent organisational and prioritisation skills High attention to detail and accuracy Strong communication and stakeholder management skills Proficient in Microsoft Office applications, particularly Excel and Outlook Ability to manage multiple priorities within a busy environment Proactive approach with a commitment to continuous improvement What You'll Get in Return Long-term career opportunity within a growing financial services organisation Opportunity to lead and develop a small team Clear progression and development prospects Supportive and collaborative working environment Office-based role with free on-site parking Monday to Friday working pattern 35-hour working week (9:00am to 5:00pm) Join a business investing in future growth and expansion 32,000 - 36,000 What You Need to Do Now Apply today to find out more about this exciting Chesterfield-based opportunity. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Your new company An established and highly regarded South West professional services firm is seeking an experienced Paraplanner to join its growing Financial Planning team in Taunton or Exeter The successful candidate will work closely with Financial Planners, Client Executives and fellow Paraplanners, acting as a trusted technical specialist and playing a key role in the delivery of complex financial planning solutions. This position offers the opportunity to influence client outcomes, support colleagues' development and contribute to the continual improvement of technical standards and processes across the team.The salary is up to 50k per year depending on experience with many many company benefits. The role is full time permanent and hybrid working scheme operated. This role would suit an ambitious and technically strong Paraplanner seeking a senior position within a growing financial planning team. The successful individual will benefit from a collaborative working environment, opportunities for professional development and the chance to play an influential role in shaping client solutions and technical excellence across the business. Your new role Take technical ownership of complex pensions, investment and protection cases. Produce high-quality suitability reports and technical recommendations. Conduct detailed research across products, funds and financial planning solutions. Utilise cashflow modelling and scenario planning to support long-term client decision-making. Act as a technical escalation point for Financial Planners, Client Executives and Paraplanners. Review technical work and provide constructive feedback to maintain quality standards. Support and mentor colleagues, helping develop technical knowledge and capability within the team. Collaborate with advisers to challenge assumptions and identify the most suitable client solutions. Contribute to process improvements and help embed regulatory and legislative changes into day-to-day practice. What you'll need to succeed Significant paraplanning experience within a financial planning environment. Level 4 Diploma in Financial Planning (or equivalent) as a minimum. Strong technical expertise across pensions, investments, protection and holistic financial planning. Experience supporting complex client cases and delivering technical recommendations. Excellent analytical, research and report-writing skills. A sound understanding of FCA regulations and client outcome requirements. Experience using financial planning systems, cashflow modelling software and CRM platforms. Strong communication skills with the ability to explain technical concepts to a range of audiences. A proactive and highly organised approach, with a commitment to delivering exceptional quality. Progress towards Chartered status would be viewed favourably. What you'll get in return Royal London Pension Life Assurance Holiday allowance Many many more! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax and also working with the NHS. We are urgently seeking a Senior Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Technical calculations, specifically around tax and NHS pensions Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £70,000 gross per annum (depending upon experience level) 25 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required, and remote working possible (2-3 days / week) Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser Full sponsorship for financial advice qualifications Study days for relevant examinations Company social events

This Head of Paraplanning job in South Leicester provides opportunity to join a local, medium sized Financial Planning firm. Our client is looking to recruit an experienced Paraplanner Team Leader to join the team as Head of Paraplanning. You will be providing leadership and operational oversight of their paraplanning department. You should lead from the front as a Diploma qualified individual with strong paraplanning technical experience and expertise. The business is proud of the internal development they offer to their team, which you should look to embrace through supporting team development and process improvement. Your duties will include: Oversee and manage workload through delegating tasks / workflows, focusing on prioritising works, turnaround times, managing Financial Adviser needs and meeting case deadlines Report to the Senior Management team Provide process improvement across your team and the wider business Providing technical help for the team, Financial Advisers and other departments Ensure the quality of the department is of high standard and consistent Provide staff training and mentoring, including tracking progress Hold regular 1:1s, departmental meetings and technical training sessions Be involved in Paraplanner recruitment Head of Paraplanner Requirements You should have supervisory, team leader / management experience You should hold Level 4 Diploma qualified in Financial Planning or equivalent You should have strong experience within paraplanning and capable of being the Head of Paraplanning The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Head of Paraplanning Benefits Salary to be discussed upon application Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 1 days from home, after completion of probation 25 days holiday plus bank holidays After 3 months service, generous non-contributory pension scheme and 4x DIS 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester Call us now on or 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.

Take on a career-defining leadership role with a respected Chartered financial planning firm. As Head of Financial Planning , you will lead a team of talented planners, shape the way advice is delivered, and play a central role in driving the firm's growth and client outcomes. This is a high-impact position for an experienced leader or senior financial planner who thrives on mentoring others, improving processes, and influencing business strategy while maintaining the highest standards of technical and client excellence. Your Impact • Lead and inspire: Take responsibility for the firm's financial planners, setting the tone for technical excellence, compliance, and client outcomes.• Shape the advice journey: Partner with paraplanners and support staff to streamline processes, ensuring a seamless, high-quality client experience.• Grow the business: Support advisers in winning and retaining clients, driving revenue growth in a sustainable, client-first way.• Act as the voice of the planners: Represent the planning team at senior level, influencing business decisions and driving continuous improvement.• Lead by example: Maintain your own client relationships and demonstrate best-practice holistic financial planning. About You • Chartered Financial Planner (or close to completion) with strong holistic and technical planning skills.• Proven experience leading or mentoring a team of financial planners/advisers, or operating in a senior client-facing capacity with leadership responsibilities.• Skilled in cashflow modelling and comfortable with complex financial planning cases.• Commercially minded but committed to client outcomes and long-term relationships.• A natural leader who enjoys developing others and shaping a positive team culture.• Ideally, able to transition an existing client book or professional network. What's on Offer • Attractive package: £80,000 - £100,000 base salary plus performance bonus and benefits.• Strategic influence: A genuine opportunity to shape how advice is delivered and how the planning function grows.• Full support infrastructure: Paraplanning, admin, and lead generation provided, allowing you to focus on leadership and high-value work.• Professional culture: Work with a Chartered, client-focused firm that values collaboration, quality, and care.• Career progression: Pathway to senior leadership, with scope for equity discussions for the right individual. This is your opportunity to make a lasting impact - leading a planning function, developing people, and helping grow a respected firm that puts quality advice and client relationships first. Apply now to explore how this opportunity can accelerate your career.

Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Senior Client Services Manager / Paraplanner to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified): Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firmIf interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Paraplanner West Yorkshire, Huddersfield This would be a perfect opportunity if you are based anywhere that is accessible to the West Yorkshire area. Are you a career minded individual looking to join a rapidly growing team and support a successful business in its next stage of development? Would you like the opportunity to work towards a Senior Paraplanning role? Or would you potentially like to be o click apply for full job details

Job Title: Paraplanner Industry: Financial Services Location: London Salary: £45,000 - £50,000 Job Reference: 9040 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in London to join a quickly expanding private wealth management company. Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are also able to offer the candidates career progression into advice, making this a great opportunity for both career paraplanners and aspiring financial advisers. Duties: Run Cashflow models for clients & tax calculations Build appropriate solutions for clients & make recommendations in conjunction with advisors Write suitability reports for cases Attending client meetings Benefits: 28 days holiday, plus ability to buy more Progression opportunities to Advice, management or other senior roles Full exam support to Chartered 5% employer contribution to pension Group Death in Service of 4 x basic annual salary Group Income Protection Private Medical Insurance after probation period Flexible benefits platform with discount schemes Cycle to work scheme Flexible working - home and in any office Skills and experience required: Level 4 Diploma Qualified minimum Minimum of 3 years' experience in a similar Paraplanning role 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 a Financial Planning firm based in Bournemouth on a Paraplanning role.