404 jobs found

FP Support (Paraplanner Development role) - Basic to £45,000 Bonus, Benefits, Flexi & Hybrid working. A high quality and expanding Financial Planning Practice is looking for an additional development support individual to join their business. This brand new role will be working alongside established Financial Planners with key responsibility to support the Financial Planners and their Clients. Duties will include assisting with research and report writing, system and database management, technical support, Client relationship management, business processing and administration. Full exam and personal development support will be provided alongside development opportunities including Paraplanning and Advising. Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.

Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations. The firm has built a reputation for delivering high-quality financial planning and they're now focusing on improving processes and scaling their advice offering. The Opportunity This is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You'll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You'll gain exposure to more complex cases, adding further variety to the role. Key Responsibilities Undertake detailed research across pensions, investments, protection, tax and estate planning Analyse client circumstances, objectives and existing arrangements Prepare detailed suitability reports and recommendation letters Support Financial Advisers through the full advice process Use cashflow modelling tools to support client outcomes and recommendations Liaise with providers to obtain quotations, projections and technical information Ensure all work meets FCA standards and internal compliance requirements Prepare client meeting packs and technical documentation Contribute to improving internal processes and technical standards Skills & Experience Required Minimum 3 years' experience in a Paraplanning role within a Financial Advice firm Level 4 Diploma qualified or working towards this Technical knowledge across pensions, investments and protection Good IT skills, including Excel, Word and PowerPoint Experience with research tools such as FE Analytics (desirable) Exposure to cashflow modelling software such as Voyant or CashCalc (desirable) The Offer Salary up to £60,000 (DOE) Hybrid working (3 days in the office, 2 from home) Study support towards Chartered status Excellent progression pathways (Technical Specialist, Adviser or leadership) Exposure to complex client cases Opportunity to join a growing and evolving business This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!

The Opportunity Our client, a highly respected, award-winning independent wealth management firm near Ipswich is looking to appoint an ambitious Independent Financial Adviser to join its growing team. This is a fantastic opportunity for an Independent Financial Adviser with 2-3 years' experience who is motivated to build long-term client relationships and develop their career within a supportive, forward-thinking environment. You'll benefit from an existing client bank, a steady flow of leads, and full paraplanning and administrative support, allowing you to focus on delivering high-quality advice. The Role You will provide holistic, independent financial planning advice to clients across pensions, investments and protection, while continuing to build and develop your own portfolio. Responsibilities include: Delivering tailored financial planning advice aligned to client objectives Managing and developing relationships with existing clients Building new business through referrals and provided leads Working closely with paraplanners and administrators to ensure a seamless client journey Maintaining strong technical knowledge and staying up to date with market and regulatory developments About You 2-3 years' experience as a Financial Adviser or Trainee Adviser Level 4 Diploma in Regulated Financial Planning (or close to completion) Commercially minded, driven, and motivated to grow a client bank Strong communication skills with a client-centric approach Ambitious and keen to continue progressing professionally Full support is provided for those looking to work towards Chartered status. What's on Offer Salary to £55,000 Attractive bonus structure Clear progression pathway and long-term career development Existing client bank and consistent lead flow Full paraplanning and administrative support Collaborative, supportive team environment Comprehensive benefits package If you're a Financial Adviser looking to take the next step in your career within a well-established, client-focused firm, this could be an excellent move. For more information, please contact Harry at Financial Divisions

Paraplanner up to £45,000 Hybrid Liverpool Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business? This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development. The Role As a Paraplanner , you'll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals. You'll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment. Key Responsibilities Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies. Analyse client portfolios and identify opportunities for improvement or growth. Prepare tailored financial plans and recommendations in line with client objectives. Draft high-quality suitability reports and investment proposals. Ensure all work meets FCA compliance standards. Attend client meetings when required to assist with fact-finding and risk profiling. Provide clients with regular updates and reviews of their portfolios. About You Diploma in Regulated Financial Planning (Level 4) or working towards completion. Previous experience in a Paraplanning or Financial Planning Support role. Strong knowledge of financial products and services. Excellent attention to detail and communication skills. Confident working both independently and as part of a team. Proficient in financial planning software and Microsoft Office. What's on Offer Full study support towards further qualifications. A supportive, collaborative working culture. Flexible and hybrid working arrangements. Excellent benefits package, including pension and holidays.

Our client is a Chartered independent wealth planning firm in Kent offering whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. Currently they manage the affairs of 1000 clients with assets ranging from £100k - £20m. The business has £600m AUM. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes. The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 25 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. This is a brand-new role for a Senior Paraplanner to be based in either of their Kent based offices supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will work on the more technical cases and have a genuine input into the advice that is given and you will be engaging with the Advisers on the best course of action for each case as opposed to simply writing Suitability Reports. This role will suit a Level 4 qualified Paraplanner who may be working towards Chartered Status. CV to Jim at Financial Divisions

Our client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office near Bishops Stortford. Due to an increase in business captured through recommendations and consistently high levels of customer service, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support the Financial Advisers in the business. They are looking to hire an individual who has aspirations to become an advisor in the future and offer a heavily client facing paraplanning opportunity. As you gain exposure to their business and working practices you will develop good working relationships with both the inhouse team of advisors and your clients. You will already be an accomplished suitability report writer and technical researcher with experience of helping to perform annual reviews, cash flow planning, ensuring compliance of client files and assisting with file audits. You will be diploma qualified or be actively studying to achieve your diploma status having already gained some exam success ( RO papers). This would be the golden opportunity to grow your client facing skills and become the main company Paraplanner in time with the support and mentoring of the Director of the business. If you are working within a Private Client Wealth Management role, providing holistic paraplanning support my client would be very interested in viewing your cv. CV to Jim at Financial Divisions

Paraplanner up to £45,000 Hybrid Manchester Are you a detail-oriented Paraplanner looking to join a forward-thinking and supportive financial planning business? This is an exciting opportunity to become part of a firm that truly values quality advice, collaboration, and career development. The Role As a Paraplanner , you'll work closely with advisers to deliver high-quality, compliant financial advice and play a key part in helping clients achieve their financial goals. You'll be responsible for conducting in-depth product research, preparing financial plans, and producing clear, accurate suitability reports, all while contributing to a positive, professional team environment. Key Responsibilities Conduct detailed research on financial products, including pensions, investments, insurance, and tax strategies. Analyse client portfolios and identify opportunities for improvement or growth. Prepare tailored financial plans and recommendations in line with client objectives. Draft high-quality suitability reports and investment proposals. Ensure all work meets FCA compliance standards. Attend client meetings when required to assist with fact-finding and risk profiling. Provide clients with regular updates and reviews of their portfolios. About You Diploma in Regulated Financial Planning (Level 4) or working towards completion. Previous experience in a Paraplanning or Financial Planning Support role. Strong knowledge of financial products and services. Excellent attention to detail and communication skills. Confident working both independently and as part of a team. Proficient in financial planning software and Microsoft Office. What's on Offer Full study support towards further qualifications. A supportive, collaborative working culture. Flexible and hybrid working arrangements. Excellent benefits package, including pension and holidays.

Trainee Financial Adviser - Sheffield ALL CLIENTS PROVIDED Servicing role, perfect first advice role Full training given and support to gain sign off with CAS Retention and business quality-related bonuses Support to gain chartered status Tempest Jones Consulting is thrilled to be working with a growing practice of Financial Planners in Sheffield as they embark on their search for an additional Financial Adviser. This business specialises in the provision of holistic financial planning covering retirement, savings and investments, protection and tax/estate planning, to individuals and owner managed businesses. This is an exciting opportunity to join an accomplished business during a period of significant growth. This is a Servicing role so would suit an experienced Financial Adviser or a Trainee Financial Adviser such as a Paraplanner looking to take on their first advice role. Trainee Financial Adviser - what will the role entail? We are seeking a Trainee Financial Adviser to join a dynamic and supportive team. The successful candidate will inherit a loyal client bank, providing advice across investments, pensions, IHT and protection on an ongoing basis. You will conduct a mixture of face to face, virtual and telephone appointments with clients throughout Yorkshire. Following meetings, you will have the support from a highly skilled administration team to free up your time to service your clients. This company offers full training to an experienced financial services professional such as a paraplanner with the level 4 Diploma, looking to take their first step into a client facing advising role. You will be given all the support you require to gain competent adviser status. Trainee Financial Adviser Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning related role such as Paraplanning, or experience as a servicing financial adviser, banking adviser or financial planning BDM. Strong communication skills and confidence in both face-to-face and telephone interactions. Ability to build trusted relationships with clients in a professional and engaging way. A warm and empathetic manner when speaking to clients. Competence completing accurate bespoke advice reports. Strong record of compliance and business quality in previous roles. Trainee Financial Adviser application process Please send your CV to . com for further information or a confidential chat.

Paraplanner - Wealth Management (Hybrid) Location: Manchester UK - Hybrid (2-3 days in office / 2-3 days WFH) Salary: £40,000-£50,000 (Negotiable) Start Time: Flexible between 8:00-10:00am to avoid peak traffic We are partnered with a well-known and highly respected wealth management firm, seeking an experienced Paraplanner to join their dynamic team. This is a hybrid role offering a flexible working pattern and an opportunity to contribute to a high-performing, client-focused environment. What You'll Do: Prepare and review financial plans, reports, and recommendations for clients Support financial advisers with research, calculations, and paraplanning tasks Ensure compliance with regulatory and company standards Liaise with clients and other professionals as required Contribute to continuous process improvements within the team What We're Looking For: Minimum level 4 Diploma in Financial Planning (DipFA / equivalent) At least 3 years' paraplanning experience in a regulated environment Strong technical knowledge of investment, mortgages, pension, and retirement planning Excellent attention to detail and organisational skills Proactive, client-focused, and able to work both independently and as part of a team Why Join: Flexible start times to suit your lifestyle Hybrid working - balance office collaboration with home working Competitive salary with room for negotiation Work with a prestigious, well-established wealth management firm Apply Today to join a team that values expertise, flexibility, and professional growth.

A rapidly growing financial advisory firm is seeking an experienced Paraplanner to join its expanding team. The business is enjoying double-digit growth and has already met its Q1 targets, operating in a fast-paced, dynamic environment that rewards proactive individuals. The firm manages approximately £300 million in assets for around 1,000 clients, ranging from smaller ISA investors to ultra-high-net-worth individuals. The client base is diverse, and the firm prides itself on providing comprehensive financial advice rather than cherry-picking clients. Salary range: £40,000 - £60,000 depending on experience and technical depth Clear progression to Junior Financial Planner with commission potential This role offers excellent scope for progression, with a clear pathway into a Trainee Adviser position within 6-12 months for the right individual. The Paraplanner will play a critical role in supporting the Managing Director with a busy client portfolio, ensuring the smooth and efficient delivery of advice. The successful candidate will be technically strong, commercially aware, and motivated to develop quickly within financial planning. Key Responsibilities Producing comprehensive reports for advisers Drafting complex suitability letters using established templates Attending client and adviser meetings to gather information for report writing Conducting technical research and summarising findings clearly and concisely Presenting pros and cons of different providers in a commercially focused manner Performing cashflow modelling using FE Managing daily workflows via Simplan Supporting general administration related to financial advice delivery Skills and Experience Required Experience as a Paraplanner Strong experience using FE for report writing and cashflow modelling Proven ability to draft complex suitability letters (including trusts, pension consolidation, tax-free withdrawals, IHT planning) Experience with whole-of-market research Ability to summarise complex technical information into concise, actionable bullet points

Financial Adviser - HNW Clients Whole of Market Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term client relationships, and a supportive internal culture. Rather than focusing on aggressive marketing, this firm grows organically through referrals and trust, offering a collaborative team environment where integrity comes first. This is a rare opportunity for a Financial Adviser to take over a fully serviced book of 75-90 high-net-worth client households, many with portfolios exceeding £1M. The adviser will focus on building trust and delivering exceptional service, supported by a full paraplanning and administrative team. Salary up to £70,000 + Bonus & hybrid working model This role suits an experienced Independent Financial Adviser (IFA) who thrives in a culture-led, whole-of-market firm where client care is prioritised over sales targets. Responsibilities Seamlessly take over and manage a ready-made client book acquired through retirement-led business succession Deliver holistic financial planning and advice to high-net-worth clients across pensions, investments, tax planning, and estate strategies Build trusted, long-term relationships with clients by focusing on ethical, goals-based financial planning Collaborate with paraplanners, administrators, compliance teams, and external professionals such as solicitors and accountants Contribute to the team culture by working closely within a pod of advisers and support staff Key Highlights of the Opportunity Join a Whole of Market Wealth Management firm with access to unrestricted product choice Step into an existing book of 75-90 HNW client households-no cold calling or lead chasing Enjoy full back-office support, allowing more time for client-facing activity and strategic planning Deliver advice to clients with complex financial needs, typically with assets over £1M Work in a hybrid model, blending the flexibility of home working with the community of a team-led office Progress your career in an environment that values integrity, collaboration, and outcomes over sales metrics Earn bonuses up to £20,000 annually, in addition to a competitive base salary and transparent fee-split model Ideal for advisers looking to grow their own client book over time, supported by continuous firm-led acquisitions Requirements Experience as a Financial Adviser or Financial Planner Experience working with HNW clients, managing complex financial scenarios Level 4 Diploma in Financial Planning (CII, LIBF or equivalent); Chartered status beneficial but not essential Strong interpersonal skills and a proven ability to build long-lasting client relationships A collaborative, team-oriented approach and respect for operational teams Familiarity with cashflow modelling software

Client Executive - Truro (Hybrid: 2 Days from Home) Salary: Up to £35,000 (DOE) We're looking for a motivated, detail-driven Client Executive to join our Financial Planning team in Truro. If you're passionate about delivering first-class client service and enjoy supporting clients in a professional, regulated financial services environment, this could be the ideal next step in your career. In this role, you'll provide vital administrative and relationship support to our Financial Planners and Paraplanners. You'll play a key part in ensuring clients receive a seamless, efficient and highly professional service at every stage of their journey. As a first point of contact for many client queries, you'll help build trusted and long-lasting client relationships. Alongside a competitive salary and hybrid working, you'll benefit from excellent training, development opportunities and the chance to progress within a supportive, team-focused environment. What You'll Be Doing Day to Day Acting as the first point of contact for non-advice client queries Building strong client relationships and maintaining regular communication Managing end-to-end processing of investment, pension and protection business Ensuring all work meets FCA requirements and internal compliance standards Maintaining accurate client records and supporting audit and file-check activity Working closely with Financial Planners, Paraplanners and product providers Preparing review packs, meeting documentation and client correspondence Booking and coordinating client meetings, including follow-up actions Assisting clients with application forms when needed Supporting workflow management, team meetings and ongoing process improvements Helping to onboard and train new team members Managing your workload independently and escalating issues proactively About You You'll thrive in this role if you are: Client-focused, professional and confident in your communication Highly organised with outstanding attention to detail Comfortable working independently within set processes A collaborative and supportive team player Discreet and professional when handling sensitive information Skilled at problem-solving and offering practical solutions Empathetic, patient and adaptable when dealing with complex situations Proactive and eager to grow your skills and knowledge It's an advantage if you also have: Around 2 years' experience in financial services administration (ideally IFA or professional services) Knowledge of FCA regulations, AML requirements and general compliance Familiarity with CRM systems such as Intelliflo Understanding of financial products and investment/pension platforms Progress toward a CII Level 3 qualification (or similar) What's on Offer Salary up to £35,000 , depending on experience Hybrid working: up to 2 days per week from home Supportive, collaborative team environment Excellent career development and progression opportunities A strong focus on wellbeing, flexibility and professional growth

. Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support. We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports. This role offers hybrid working with one office day per week , but we are also open to fully remote arrangements for the right candidate. Key Responsibilities Suitability Reporting Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readiness Annual Review Support Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments Maintain ongoing suitability in line with FCA requirements Technical Research Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning Analyse fund data, product options and technical solutions Client & Adviser Support Provide support to advisers before and after client meetings Communicate with providers to obtain policy information, illustrations, and documentation Compliance & Record Management Conduct AML checks, identity verification, and maintain regulatory documentation Ensure all client files and CRM data remain accurate and complete Collaboration & Continuous Improvement Work closely with advisers, administrators, compliance teams and investment specialists Contribute to developing paraplanning processes, templates and best practices as the business evolves Skills & Experience Essential Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm Level 4 Diploma (DipPFS or equivalent) Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products Excellent report-writing, analytical and technical research skills Understanding of FCA regulations, including ongoing suitability and annual assessments Experience conducting AML and due diligence checks Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant) Highly organised, self-motivated and comfortable working independently Desirable Experience within firms undergoing M&A activity Exposure to DFM models, cashflow modelling and tax optimisation strategies Experience with HNW clients or complex financial planning cases What We Offer £38,000-£50,000 depending on experience Hybrid working with only one office day per week Fully remote considered for high-calibre candidates Opportunity to join a business experiencing exciting, ongoing growth Supportive, collaborative culture with career development potential An array of benefits

We are working with a growing UK-based financial planning and advisory firm providing holistic and tailored financial advice to individuals and families. The business has experienced strong growth in recent years and continues to expand its service offering and national presence, including involvement in merger and acquisition activity within the sector. They are seeking an experienced and technically capable Paraplanner to join our team and support the continued delivery of high-quality financial planning advice. Key Responsibilities Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of financial products Review client fact-finds, risk profiling and objectives to ensure recommendations are appropriate and clearly documented Support Financial Planners with the preparation of client annual reviews Gather data, conduct valuations, review client objectives and prepare Annual Suitability Assessments in line with regulatory requirements Conduct detailed research across investment funds, pension schemes, tax wrappers, protection products and estate planning strategies Communicate with product providers to obtain policy information, valuations, illustrations and documentation Assist advisers with meeting preparation and post-meeting follow-ups Conduct Anti-Money Laundering checks and identity verification Ensure client records and documentation meet regulatory and internal compliance standards Maintain accurate and up-to-date records within the firm's CRM and back-office systems Work closely with advisers, administrators, compliance teams and investment managers to ensure seamless client service Contribute to improving paraplanning processes, templates and best practices as the firm continues to grow Fully remote work can be considered Skills & Experience Minimum 2 years' experience as a Paraplanner within a UK financial planning or advisory firm Diploma in Regulated Financial Planning (DipPFS or equivalent Level 4 qualification) Strong knowledge of financial planning products including pensions (DC & DB), ISAs, GIAs, bonds, trusts and protection Experience conducting AML checks and maintaining regulatory standards Excellent report-writing ability with strong attention to detail Good understanding of FCA regulations, particularly around ongoing suitability and annual assessments Experience using financial planning and research tools such as CRM/back-office systems, cashflow modelling software, or investment research platforms Highly organised with the ability to manage multiple priorities and work both independently and collaboratively Experience supporting a firm during or after merger and acquisition activity Familiarity with discretionary investment management, cashflow modelling and tax planning strategies Exposure to high-net-worth client cases and complex financial planning scenarios If this sounds like the role for you, apply today

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have 3-4 years of paraplanning experience and be level 4 qualified. You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.

Are you a highly skilled Paraplanner ready to take your career to the next level? Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients? We are looking for a Senior Paraplanner & Technical Adviser to join our clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas. You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions. If you thrive in a highly technical environment and want your expertise to have real influence, this role offers the perfect opportunity. Why This Role is Different This is not a traditional paraplanning role. You will have the opportunity to: Work on complex and intellectually stimulating financial planning cases Play a strategic technical partner role to advisers Provide regulated advice on specialist cases Mentor and develop the next generation of paraplanners and advisers Influence technical standards and planning strategy across the business Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients' financial futures. What You'll Be Doing Complex Financial Planning & Research Lead in-depth technical analysis and research across areas such as: Inheritance Tax mitigation strategies Trust structures and estate planning Offshore investment bonds Segmentation, assignments and withdrawals Top-slicing relief and time apportionment rules You'll be responsible for transforming complex technical structures into clear, effective planning strategies. Technical Advice & Suitability Reports Prepare high-quality suitability reports for complex planning cases including: Pension crystallisation strategies Estate and IHT planning Trust and investment bond planning You will also have the opportunity to step into the adviser role on specialist cases where appropriate. Cashflow Modelling Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes , helping clients clearly visualise their financial future. Technical Leadership & Compliance Provide technical sign-off and quality assurance on complex advice cases Ensure all recommendations meet regulatory standards and Consumer Duty expectations Act as a trusted technical authority within the advisory team Mentoring & Development Support the development of colleagues by: Coaching paraplanners and advisers on complex planning areas Providing technical guidance on trusts and estate planning Helping raise the overall technical capability across the business Continuous Improvement Identify opportunities to improve paraplanning processes, efficiency and technical standards. About You You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners. You'll bring: Significant experience as a Senior Paraplanner or Technical Specialist Strong expertise in Inheritance Tax planning, trusts, and estate structures Confidence working with high-net-worth clients and professional intermediaries such as solicitors and accountants The ability to translate complex technical planning into clear, client-focused recommendations Excellent written and verbal communication skills A proactive and solutions-focused mindset Qualifications Essential Level 4 Diploma in Regulated Financial Planning Valid Statement of Professional Standing (SPS), or ability to obtain quickly Highly Desirable AF1 Tax & Trusts STEP Certificate or Diploma Systems Experience Experience using financial planning tools such as: Intelligent Office Iress CashCalc Microsoft Office Why Join? You'll be joining a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future. Our client is passionate about providing clear, accessible financial guidance and advice, supporting individuals with financial education, retirement planning and investment advice. By joining you'll benefit from: Exposure to complex and intellectually rewarding financial planning work The opportunity to influence technical standards and advice delivery A collaborative environment with highly experienced financial planning professionals The chance to develop further as a trusted technical authority An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work" The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Paraplanner Leicester Office-based (1 day per week from home)Salary up to £42,000 + Excellent Benefits An established and highly respected Chartered Wealth Management and Financial Planning firm is seeking an experienced Paraplanner to join their team in the Leicester office. This role is ideal for a highly competent and detail-focused report writer who enjoys working closely with Financial Advisers to deliver high-quality, client-focused financial planning support. While the Level 4 Diploma in Financial Planning would be advantageous, it is not essential for this role - strong paraplanning and technical report writing experience is the key requirement. The role offers a collaborative working environment with advisers and support staff based in the office for most of the week, alongside one day working from home and an early 3pm finish every Friday . The firm itself is a well-established national wealth management business providing independent financial advice, investment management and estate planning services to a broad client base. The Role You will work closely with Financial Advisers to deliver high-quality technical support, ensuring advice recommendations are clearly documented, compliant and tailored to client needs. Your responsibilities will include: Writing detailed and compliant suitability reports across a range of financial planning areas Conducting technical research and product analysis to support adviser recommendations Preparing client review documentation and financial planning reports Supporting advisers with case preparation and recommendation structuring Ensuring all documentation meets regulatory and compliance standards Liaising with advisers, administrators and providers to progress client cases Maintaining accurate client records and documentation Assisting with pipeline management and case tracking Supporting advisers in delivering a smooth and efficient client journey Candidate Profile We are keen to speak with individuals who have strong technical paraplanning experience , particularly those who take pride in producing clear, well-structured and accurate client reports. Key requirements include: Previous experience working as a Paraplanner within Wealth Management or Financial Planning Strong suitability report writing experience across a range of advice areas Good technical knowledge of investments, pensions and protection Excellent written communication and attention to detail Strong research and analytical skills Ability to work collaboratively with advisers and support teams Level 4 Diploma in Financial Planning is beneficial but not essential Package Salary up to £42,000 1 day per week working from home Early 3pm finish every Friday 25 days annual leave Company pension scheme Additional flexible benefits This is an excellent opportunity for an experienced Paraplanner who enjoys technical work and producing high-quality financial planning reports to join a well-established firm offering stability, a supportive environment and a strong team culture.

Paraplanner (Level 4 Diploma Qualified) Location: Woking, Surrey Salary: Up to £50,000 (dependent on experience) + bonus & benefits A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment. Key Responsibilities Analyse client information including fact finds, existing records and adviser meeting notes Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning Support advisers in preparation for client meetings and reviews Analyse existing client portfolios and identify planning opportunities Research financial products and providers to support appropriate recommendations Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning Attend client meetings alongside Financial Advisers when required Work closely with internal teams to ensure efficient processing and submission of business Keep up to date with regulatory developments and ensure compliance with industry standards Maintain relationships with product providers and platforms Contribute to internal investment discussions and committee activity Requirements Minimum Level 4 Diploma in Financial Planning (essential) At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning Experience using back-office systems such as Intelliflo , wrap platforms, FE Analytics and cashflow planning software Excellent attention to detail with strong written and verbal communication skills Professional, organised and solution-focused approach Strong team player able to work collaboratively within a technical team Based locally or within a reasonable commuting distance of Woking What's on Offer Salary up to £50,000 (negotiable depending on experience) 25 days holiday + bank holidays Company pension Discretionary annual bonus Death in service (3x salary) Ongoing career development and support with further qualifications Friendly, professional and sociable office environment Free on-site parking If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development. Apply today to find out more.

Senior Paraplanner Worcester Wealth Management Hybrid Working to £62,000 plus excellent benefits package A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division . Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Worcester-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning . You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients' objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: Conducting detailed research across financial planning products and strategies Preparing clear, client-focused suitability reports and technical documentation Supporting advisers with cashflow modelling and financial planning analysis Assisting in the development of financial planning strategies to meet client objectives Acting as a technical reference point within the team Mentoring and supporting junior paraplanners and contributing to team development Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) Experience supporting advisers across investments, pensions, and protection Strong suitability report writing and technical research experience Experience with cashflow modelling tools Excellent attention to detail and analytical skills A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities . Package £55,000 - £62,000 base salary Discretionary bonus Comprehensive benefits package including pension, PMI and income protection Hybrid working (typically 3 days in the office after probation)