7 jobs found

Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.

Paraplanner Chester, Cheshire Up to £45,000 Hybrid Working We're working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team in Chester, Cheshire. As a result of the companies recent success and business growth, we are looking to expand the paraplanning team to support the advisers, with further opportunities to develop your career available. The Role You'll be joining a well-established team, providing high-level technical support to financial advisers across pensions, investments, and holistic financial planning. The role is varied and fast-paced, ideal for someone who thrives in a collaborative environment and enjoys being a key part of the advice process. What We're Looking For Minimum 3 years' experience in a paraplanning or technical support role Level 4 Diploma qualified (Chartered status is a bonus but not essential) Strong report writing, research, and analytical skills Comfortable working across multiple platforms and systems Able to work independently and manage deadlines confidently Working Model Hybrid setup - typically 3 days in the office , with flexibility for remote working depending on experience and team needs Supportive, forward-thinking culture with scope to grow as the team expands Package Up to £45,000 basic salary (flexible for exceptional candidates) Benefits package and career development opportunities within a national firm If you're an experienced paraplanner looking for a role with autonomy, progression, and a strong team culture, this could be a great fit. Let me know if you'd like to discuss the opportunity further or be considered.

Job Title/Location: Pensions Project Manager, London/Hybrid or fully remote Salary: £50,000 to £60,000 Office/WFH: Either office based 2 days p/w in London + 3 days p/w WFH, or Remote Requirements: Very strong DB or DC pensions administration experience + prior projects experience, ideally some experience in managing projects or a similar level Role Snapshot: Initiation & delivery of projects to time, cost & scope whilst also supporting the facilitation & prioritisation of business improvement projects. Really positive situation surrounding this expanding business - a number of recent new scheme/business wins leading to the creation of new roles & new teams. The Company: An established pensions business, multiple industry award winners and recognised for their investment in people. This ongoing expansion makes for good development opportunities in terms of learning and progressing within the company. The Role: The Pensions Project Manager is a key member of the Project Management Office (PMO) team and responsible for the delivering projects within the business to support delivering contractual services to members and clients. The Project Manager is also responsible for delivery of internal business improvement projects. A varied range of projects including internal business change, software development, new client implementation & client change projects. Key responsibilities include: Initiation/delivery of projects to time, cost & scope for both internal & external stakeholders. This includes project initiation, planning, monitoring, reporting, risk management & change control. Define project scope & objectives, involving all relevant stakeholders, ensuring technical feasibility. Co-ordinate & monitor internal & external resources to ensure delivery against project objectives, budgets & timescales. Organise, manage & lead internal/external project meetings to deliver status reports & project updates to all stakeholders. Track project performance to analyse the successful completion of all goals. Identify & recommend additional commercial opportunities, inc. post-live projects. Deputise for the Lead Project Manager & represent the team as and when required. Skills / Experience Required: For this Pensions Project Manager role you must possess very strong DB or DC administration experience, have prior experience of pension projects, ideally from a management perspective and be PRINCE2 qualified, or equivalent. Additional Information: Salary for the Pensions Project Manager role is to £60,000 + professional study support & company pension. The average working week is 2 days office & 3 days WFH if office based. For those outside of the South-East, there is an option to work the role remotely. Please apply below. The Pensions Project Manager role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.

Financial Adviser Circa £50-60K Leicestershire Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch A Leicestershire based Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can demonstrate a wealth of knowledge as well as evidence of handling multiple clients. Low validation and ongoing counting towards target means the bonus are very achievable, and encourages the IFAs to build their client bank further with new business meetings. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: - £10-15m client bank to inherit - Admin / Paraplanning support - Circa £50-60K basic + low validation level for bonus - Hybrid working available once settled in - Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.