Paraplanner Paraplanner - £35,000 - £45,000 - Chester We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals. The Job: As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include: - Preparing detailed analysis of clients existing portfolios - Providing technical support to Advisers - Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling - Working closely with Advisers to research and formulate appropriate recommendations - Preparing Recommendation Reports and supporting documentation - Ensuring full adherence to compliance procedures, core values, and high standards of client service - Liaising regularly with product providers, account managers, and clients - Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development The Candidate: The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is: - Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred - Organised, methodical, and able to prioritise workloads effectively - Highly attentive to detail with strong numerical and analytical skills - A strong team player with excellent communication skills - Proficient in MS Office Word, Excel, Outlook - Experienced with Intelliflo (IO) back-office system (advantageous). - Investment platforms such as Abrdn, Aviva, Aegon RO qualifications are desirable but not essential if substantial paraplanning experience can be demonstrated. The Package: - Competitive salary, dependent on experience - 20 days holiday + bank holidays - Annual salary review with performance-related pay increases - Working hours: 9:00am 5:30pm, with access to flexible working when required - Group pension scheme - Excellent training and career progression opportunities, including internal and external training programmes - Full sponsorship for financial advice qualifications - Study days for relevant examinations - Access to free financial advice and support - Cycle to Work Scheme - Company social events If you are an experienced paraplanner looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further. Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Mar 19, 2026
Full time
Paraplanner Paraplanner - £35,000 - £45,000 - Chester We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals. The Job: As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include: - Preparing detailed analysis of clients existing portfolios - Providing technical support to Advisers - Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling - Working closely with Advisers to research and formulate appropriate recommendations - Preparing Recommendation Reports and supporting documentation - Ensuring full adherence to compliance procedures, core values, and high standards of client service - Liaising regularly with product providers, account managers, and clients - Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development The Candidate: The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is: - Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred - Organised, methodical, and able to prioritise workloads effectively - Highly attentive to detail with strong numerical and analytical skills - A strong team player with excellent communication skills - Proficient in MS Office Word, Excel, Outlook - Experienced with Intelliflo (IO) back-office system (advantageous). - Investment platforms such as Abrdn, Aviva, Aegon RO qualifications are desirable but not essential if substantial paraplanning experience can be demonstrated. The Package: - Competitive salary, dependent on experience - 20 days holiday + bank holidays - Annual salary review with performance-related pay increases - Working hours: 9:00am 5:30pm, with access to flexible working when required - Group pension scheme - Excellent training and career progression opportunities, including internal and external training programmes - Full sponsorship for financial advice qualifications - Study days for relevant examinations - Access to free financial advice and support - Cycle to Work Scheme - Company social events If you are an experienced paraplanner looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further. Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Paraplanner Bromsgrove (Hybrid) - up to £55,000 Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Bromsgrove who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial Services, Wealth Management
Mar 19, 2026
Full time
Paraplanner Bromsgrove (Hybrid) - up to £55,000 Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Bromsgrove who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial Services, Wealth Management
WEALTHLINK RECRUITMENT LTD
Sutton Coldfield, West Midlands
Paraplanner Sutton Coldfield Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Sutton Cokdfield who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Mar 19, 2026
Full time
Paraplanner Sutton Coldfield Salary up to £50,000 We are working with a Chartered Independent Financial Adviser based in Sutton Cokdfield who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you are interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
Berry Recruitment are NOW hiring for a committed and motivated Customer Service/Planner Administrator to work for a small and supportive organisation in a small village near Thame, Oxfordshire. Commutable from Thame, Haddenham, Bicester and Aylesbury. Role: Customer Service/Planner Salary: 29,000 - 29,000 per annum Location: Bicester , Oxfordshire Hours: Monday to Friday - Office Based Key Responsibilities of the Customer Service/Planner: Comfortable and confident talking on the phone to internal and external people. Excellent time management - responding quickly and effectively to client queries/general emails. Responsible for managing a busy shared inbox as well as your own personal inbox. Scheduling and allocating works to internal engineers as well as subcontractors in a timely and efficient manner. Prioritising important works to ensure the SLAs are met which have been set by the client. Consistently updating in-house system. Raising various jobs and purchase orders daily. Working as a team to complete various daily tasks. Form and maintain working relationships with work colleagues, account managers, engineers and clients. About you: Must have access to your own transportation due to the location. Great organisational and time management skills. Confident and comfortable communicating over the phone with internal and external parties. Strong written communication skills for responding to emails. Excellent communication skills with the ability to convey technical information clearly to non-technical users. Ability to form and maintain professional relationships with colleagues, account managers, engineers, and clients. Ability to work effectively as part of a team to complete daily tasks. Great attention to details. No candidate will meet every single desired qualification we have listed. If your experience looks a little different but you think you can role; value to the role, we'd love to learn more about you!" For more information and to apply, contact the Oxford branch of Berry Recruitment - (phone number removed) or click 'Apply Now' to submit your application. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
Mar 19, 2026
Full time
Berry Recruitment are NOW hiring for a committed and motivated Customer Service/Planner Administrator to work for a small and supportive organisation in a small village near Thame, Oxfordshire. Commutable from Thame, Haddenham, Bicester and Aylesbury. Role: Customer Service/Planner Salary: 29,000 - 29,000 per annum Location: Bicester , Oxfordshire Hours: Monday to Friday - Office Based Key Responsibilities of the Customer Service/Planner: Comfortable and confident talking on the phone to internal and external people. Excellent time management - responding quickly and effectively to client queries/general emails. Responsible for managing a busy shared inbox as well as your own personal inbox. Scheduling and allocating works to internal engineers as well as subcontractors in a timely and efficient manner. Prioritising important works to ensure the SLAs are met which have been set by the client. Consistently updating in-house system. Raising various jobs and purchase orders daily. Working as a team to complete various daily tasks. Form and maintain working relationships with work colleagues, account managers, engineers and clients. About you: Must have access to your own transportation due to the location. Great organisational and time management skills. Confident and comfortable communicating over the phone with internal and external parties. Strong written communication skills for responding to emails. Excellent communication skills with the ability to convey technical information clearly to non-technical users. Ability to form and maintain professional relationships with colleagues, account managers, engineers, and clients. Ability to work effectively as part of a team to complete daily tasks. Great attention to details. No candidate will meet every single desired qualification we have listed. If your experience looks a little different but you think you can role; value to the role, we'd love to learn more about you!" For more information and to apply, contact the Oxford branch of Berry Recruitment - (phone number removed) or click 'Apply Now' to submit your application. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Wealth Planners in East Anglia.Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an ambitious Financial Planner, most likely with 1-4 years authorised experience, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out their wealth planning offering, and are seeking an experienced Leader to head a team of Wealth Planners in East Anglia (Cambridge, Ipswich and Norwich offices). This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. You will be responsible for the leadership, coaching, development and T&C of a team of Wealth Planners/Senior Wealth Planners in London. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition. This area of the business has ambitious growth plans, which will lead to significant career progression opportunities. The role would suit an experienced leader with the ability to inspire your team and take them on a journey.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Mar 19, 2026
Full time
We are pleased to be working on an exciting expansion project with a major UK Private Bank who are building out a new wealth planning offering and looking to hire several Senior Wealth Planners in East Anglia. Opportunities across their Cambridge, Ipswich and Norwich offices. This is a chance to join an exciting new proposition and venture in its infancy, within a highly respected brand, offering excellent and varied career progression opportunities. Some key highlights are as follows: Provide financial planning advice, led by cash flow modelling, to clients with up to £1M investable assets (likely to increase to £3M) All clients/leads provided for you - no external self-generation required Progressive, tech-enabled proposition New business focus - spend your time in front of new clients and prospects, not doing annual reviews Get involved in shaping and developing this new division - opportunity to have a genuine input Hybrid working model Significant career progression opportunities Excellent package including generous basic salary, benefits incl. 10% n/c Pension and BUPA, and annual bonus. You will be an experienced (min. 5 years), high calibre Financial Planner, open to new ways of working and keen to take on a fresh challenge. If this is you, get in touch for more details.
Location: Poole Hours: Monday Friday, 08.00am-17.00pm, 40 hours per week, office based but with occasional travel Salary: £35K-£38K plus bonus Benefits: 22 days rising after 2 years, Holiday buy-back scheme, Pension, Growth by sharing bonus scheme, on-site parking, Modern open plan offices, Free lunch every Friday, Company sick pay, Company social and corporate events, monthly + annual bonus structure, training provided. Aspire Jobs are delighted to be working with our client who are a well-established, growing FMCG global solutions provider who are now looking for an experienced Supply Chain Planner to work at their offices based in Poole, Dorset. The Supply Chain Planner will be responsible for all aspects of the fulfilment process ensuring that supplier data is maintained accurately and to deadlines. You will be used to working in a fast paced environment. The successful Supply Chain Planner will have: - Proven experience working in FMCG wholesale distribution where you manage lots of different products Strong experience within supply chain, purchasing, inventory and logistics management Ability to work with products that have varying lead times Ability to build good working relationships with suppliers Excellent written and verbal communication skills Proficient with supply chain and purchasing systems Commercial understanding Exceptional customer service skills Ability to work in a fast-paced environment and remain calm under pressure A proactive, can-do attitude and strong work ethic Job duties for the Supply Chain Planner are: - Raise purchase orders in a timely and efficient manner Ensure purchase order acknowledgements are provided by suppliers Monitor and escalate any issues with product delays and keep all departments informed Analyse data to support prediction of future needs Maintain accurate inventory forecasts Maintain the company CRM database Liaise with other departments advising them of any product issues Expedite purchase orders to maintain high service levels. Ensure supplier non-conformances are recorded, investigated and closed in a timely manner Capture and report data on product and supplier commercial performance Prepare information & reports for supplier reviews and negotiations
Mar 19, 2026
Full time
Location: Poole Hours: Monday Friday, 08.00am-17.00pm, 40 hours per week, office based but with occasional travel Salary: £35K-£38K plus bonus Benefits: 22 days rising after 2 years, Holiday buy-back scheme, Pension, Growth by sharing bonus scheme, on-site parking, Modern open plan offices, Free lunch every Friday, Company sick pay, Company social and corporate events, monthly + annual bonus structure, training provided. Aspire Jobs are delighted to be working with our client who are a well-established, growing FMCG global solutions provider who are now looking for an experienced Supply Chain Planner to work at their offices based in Poole, Dorset. The Supply Chain Planner will be responsible for all aspects of the fulfilment process ensuring that supplier data is maintained accurately and to deadlines. You will be used to working in a fast paced environment. The successful Supply Chain Planner will have: - Proven experience working in FMCG wholesale distribution where you manage lots of different products Strong experience within supply chain, purchasing, inventory and logistics management Ability to work with products that have varying lead times Ability to build good working relationships with suppliers Excellent written and verbal communication skills Proficient with supply chain and purchasing systems Commercial understanding Exceptional customer service skills Ability to work in a fast-paced environment and remain calm under pressure A proactive, can-do attitude and strong work ethic Job duties for the Supply Chain Planner are: - Raise purchase orders in a timely and efficient manner Ensure purchase order acknowledgements are provided by suppliers Monitor and escalate any issues with product delays and keep all departments informed Analyse data to support prediction of future needs Maintain accurate inventory forecasts Maintain the company CRM database Liaise with other departments advising them of any product issues Expedite purchase orders to maintain high service levels. Ensure supplier non-conformances are recorded, investigated and closed in a timely manner Capture and report data on product and supplier commercial performance Prepare information & reports for supplier reviews and negotiations
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 skilled and experienced 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 Retirement, Investment, Estate 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 (including Transfers and Divorce), 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 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
Mar 19, 2026
Full time
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 skilled and experienced 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 Retirement, Investment, Estate 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 (including Transfers and Divorce), 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 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
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in Abingdon (hybrid working). In this role you will be given a portfolio of clients with circa £250k recurring income to advise, grow and develop. In addition you will also benefit from administration and paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £85k, bonus scheme and benefits, hybrid working available.
Mar 19, 2026
Full time
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in Abingdon (hybrid working). In this role you will be given a portfolio of clients with circa £250k recurring income to advise, grow and develop. In addition you will also benefit from administration and paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £85k, bonus scheme and benefits, hybrid working available.
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 skilled and experienced 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 Retirement, Investment, Estate 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 (including Transfers and Divorce), 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 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
Mar 19, 2026
Full time
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 skilled and experienced 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 Retirement, Investment, Estate 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 (including Transfers and Divorce), 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 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
Berrys At Berrys, we are specialists in land and property. Operating from offices across the Midlands, we offer an array of services valuation, business consultancy, planning, architecture and building surveying - helping clients unlock the full potential of their assets. Our strength lies in our multi-disciplinary approach. You will work alongside other rural surveyors, planners and architects in a collaborative environment that offers both scale and autonomy. We are large enough to provide varied, high-quality work, yet agile enough for individuals to shape their own impact and build meaningful professional relationships. The Opportunity A strategic opportunity has arisen within our Shrewsbury office for an ambitious and commercially driven Associate Rural Chartered Surveyor to help grow our rural consultancy offering in the region. This is a leadership role. The successful candidate will act as one of our figureheads within the office, providing technical excellence, commercial direction and external profile, while working closely with colleagues across disciplines to deliver integrated client solutions. We are seeking an MRICS-qualified professional with significant experience across rural professional work and a proven track record in business development, client relationship management and team growth Associate Rural Chartered Surveyor - Operational Requirements: Be a figurehead within our Rural Surveyors offer in the Shrewsbury office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Deliver high-quality professional work. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role carries a strong strategic focus, the successful candidate will also be expected to remain actively involved in fee-earning work, collaborating with the team to coordinate and deliver high-quality expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Maintain compliance with RICS standards, agricultural policy and environmental legislation, anticipating regulatory change. Contribute to operational efficiency, productivity and profitability within the team. Associate Rural Chartered Surveyor - Strategic Requirements: Develop and deliver collaboratively a clear growth strategy for Rural consultancy within Shrewsbury and the wider region, aligned with the firm s overall business objectives. Drive revenue growth, focusing on new instructions while strengthening and expanding existing client relationships. Contribute to positioning Berrys as a leading rural consultancy in the region, enhancing our profile, reputation and visibility in the marketplace. Identify and capitalise on cross-disciplinary opportunities, integrating Rural expertise with planning, development, valuation and architecture services to maximise client value and internal collaboration. Critically review the current agency and professional service offering, identifying gaps, market opportunities and areas for diversification, and implement a plan to strengthen and broaden the offer. Utilise established networks and cultivate new relationships with landowners, institutions, investors and developers to secure high-quality, sustainable instructions. Represent the firm confidently at industry events, professional forums and networking platforms, acting as an ambassador for the business. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Mar 19, 2026
Full time
Berrys At Berrys, we are specialists in land and property. Operating from offices across the Midlands, we offer an array of services valuation, business consultancy, planning, architecture and building surveying - helping clients unlock the full potential of their assets. Our strength lies in our multi-disciplinary approach. You will work alongside other rural surveyors, planners and architects in a collaborative environment that offers both scale and autonomy. We are large enough to provide varied, high-quality work, yet agile enough for individuals to shape their own impact and build meaningful professional relationships. The Opportunity A strategic opportunity has arisen within our Shrewsbury office for an ambitious and commercially driven Associate Rural Chartered Surveyor to help grow our rural consultancy offering in the region. This is a leadership role. The successful candidate will act as one of our figureheads within the office, providing technical excellence, commercial direction and external profile, while working closely with colleagues across disciplines to deliver integrated client solutions. We are seeking an MRICS-qualified professional with significant experience across rural professional work and a proven track record in business development, client relationship management and team growth Associate Rural Chartered Surveyor - Operational Requirements: Be a figurehead within our Rural Surveyors offer in the Shrewsbury office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Deliver high-quality professional work. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role carries a strong strategic focus, the successful candidate will also be expected to remain actively involved in fee-earning work, collaborating with the team to coordinate and deliver high-quality expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Maintain compliance with RICS standards, agricultural policy and environmental legislation, anticipating regulatory change. Contribute to operational efficiency, productivity and profitability within the team. Associate Rural Chartered Surveyor - Strategic Requirements: Develop and deliver collaboratively a clear growth strategy for Rural consultancy within Shrewsbury and the wider region, aligned with the firm s overall business objectives. Drive revenue growth, focusing on new instructions while strengthening and expanding existing client relationships. Contribute to positioning Berrys as a leading rural consultancy in the region, enhancing our profile, reputation and visibility in the marketplace. Identify and capitalise on cross-disciplinary opportunities, integrating Rural expertise with planning, development, valuation and architecture services to maximise client value and internal collaboration. Critically review the current agency and professional service offering, identifying gaps, market opportunities and areas for diversification, and implement a plan to strengthen and broaden the offer. Utilise established networks and cultivate new relationships with landowners, institutions, investors and developers to secure high-quality, sustainable instructions. Represent the firm confidently at industry events, professional forums and networking platforms, acting as an ambassador for the business. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning 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
Mar 19, 2026
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning 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
Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients. Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships. This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions. 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
Mar 19, 2026
Full time
Are you an ambitious Financial Services professional seeking the opportunity to further your career within an award winning firm? Do you want to provide innovative solutions to HNW clients? Are you looking to work with like minded professionals and benefit from an established portfolio of clients? If the answer is yes, we would like to hear from you Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract a positive and proactive Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management. Your role will be to manage an established portfolio of clients, providing holistic wealth management services and developing solutions to ensure financial growth and security. You will also benefit from an established arrangement with a professional practice who introduce further clients who require specialist advice. You will work closely with other Advisors, benefitting from knowledge and expertise in order to provide suitable solutions for your clients. Enquiries and applications are invited from Financial Planners who can demonstrate strong technical and business acumen and have the ability to deliver holistic advice to HNW clients. You will be progressing toward or have achieved Chartered Status and be able to demonstrate broad technical knowledge and understanding of industry developments. You will be a skilled client manager and be able to develop and maintain internal and external relationships. This is an excellent opportunity for a well-established Financial Services professional who is seeking an extremely professional and secure firm. Financial Services, Financial Planning, Wealth Management, IFA, Financial Advice, Professional Practice, Investments, Pensions. 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
