166 jobs found

Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH click apply for full job details

This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details

This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addit click apply for full job details

This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details

This Paraplanner job is available within an award winning firm that truly cares about their team. You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines Researching the whole of market and under click apply for full job details

This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflo click apply for full job details

Do you have experience managing a team of Paraplanners and seeking your next role as Paraplanning Manager? Our client, is a national IFA firm who are looking for an experienced individual to manage a team of Paraplanners, acting as their line manager and ensuring the team produce efficient and accurate research and reports for their IFAs click apply for full job details

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details

Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports: Prepare detailed, accurate, and compliant suitability reports and recommendatio click apply for full job details

The Company: This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Manager to lead a team of 10-15 Financial Advisors with varying levels of experience. This is a fantastic opportunity for a qualified Advisor or Paraplanner to move into more of a management role, whilst still utilising their click apply for full job details

Trainee IFA Admin 26,000 - 28,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits Manchester Are you looking to kickstart your Financial Services career, in a well-established Independent Financial Advisors, who will invest in your career with ongoing Study Support and tailored training to progress to a Paraplanner and Financial Advisor? On offer is the opportunity to join a tight knit advisors that offer generous company bonuses, a great pension scheme along with ongoing opportunities to advance your career. In this role you will be part of a small team of 6. Following training you will be working on client reviews, investment administration, regulatory compliance, and general office support, including data management, correspondence, and customer service. This company are a growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. This role would suit someone looking to kickstart their career in financial services in a firm known for their training and progression. The Role - Working in a team of 6 - Completing client reviews & investment administration - Data management and correspondence - General Administrative duties - Monday - Friday, 9am - 5pm The Person - Passion for Financial Services. - Good attention to detail. Reference Number: BBBH18017c IFA Administrator, Independent Financial Advisor, IFA, Pensions Administration, Financial Advisor, Financial Services, Paraplanner, Manchester We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon 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 our website If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

The Role: I am recruiting a Financial Adviser on behalf of MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). The successful candidate is likely to be a relatively recently qualified Financial Adviser (Financial Planner, Financial Advisor, IFA) or an experienced Paraplanner with client facing experience, who is ready to click apply for full job details

Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the click apply for full job details

Paraplanner Role • Job Type: Full-time, Permanent • Salary: £40,000 - £45,000 (negotiable based on qualifications and experience) • Location: Manchester City Centre About the Company Are you looking for an exciting opportunity to grow your career in financial planning? We are working with a modern, forward-thinking financial advisory firm that specialises in pensions and investments click apply for full job details

Recruit Wealth are representing one of the UK s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser s diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.

Are you a Diploma qualified Paraplanner looking to join a dynamic financial planning firm in London and receive support to obtain qualifications to develop your career? As a Paraplanner, you will provide the Financial Advisors with high-quality support by successfully undertaking the following duties: Supporting the team of Financial Advisors by providing technical information and participating in c click apply for full job details