153 jobs found

We are seeking a Senior Paraplanner to join a top-10 wealth manager with a strong track record of growth, exceptional client satisfaction and a truly collaborative culture. The business has an excellent name in the industry with offices across the UK, Europe and beyond. This business combines personal service with scale and capability, delivering integrated wealth planning, discretionary investment management and advisory services to high-net-worth individuals, families, charities and professionals. This is a fantastic opportunity for a paraplanner ready to make a significant impact. About the role As a Senior Paraplanner you will play a pivotal role in supporting Wealth Planners to deliver high-quality holistic financial advice. Actively support Wealth Planners by carrying out thorough research across pensions, protection, investment management, tax planning and other financial planning areas to enable strong client outcomes. Prepare client-centric suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Provide complex technical input and proactive support that enhances the end-to-end advice process. Undertake accurate calculations and modelling, including cash-flow analysis, to support recommendations that align with each client's circumstances. Draft clear, fair and compliant communications that support good outcomes Act as a reference point for technical queries within the team and support the development of junior paraplanners. You will be considered for this role if you have: A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent) Strong experience working in a paraplanner capacity within a financial planning environment Excellent technical knowledge across pensions, investments, protection and taxation Strong report-writing and communication skills. Proactive approach to research, problem-solving and collaboration. A strong compliance focus, always acting in the best interests of clients and aligned with regulatory expectations. What's on offer This role offers a market-leading salary up to £62,000, together with a generous discretionary bonus and a comprehensive benefits package. The firm also supports flexible working, with hybrid arrangements (typically three days in the office and two days working from home once initial training is complete). This is a rare opportunity to join a market leading, client-focused wealth management business that combines scale and expertise with a relationship-led approach. You will be part of a high-performing team with access to excellent technical resources and the chance to influence the quality of advice delivered to a diverse and affluent client base.

We are seeking a Senior Paraplanner to join a top-10 wealth manager with a strong track record of growth, exceptional client satisfaction and a truly collaborative culture. The business has an excellent name in the industry with offices across the UK, Europe and beyond. This business combines personal service with scale and capability, delivering integrated wealth planning, discretionary investment management and advisory services to high-net-worth individuals, families, charities and professionals. This is a fantastic opportunity for a paraplanner ready to make a significant impact. About the role As a Senior Paraplanner you will play a pivotal role in supporting Wealth Planners to deliver high-quality holistic financial advice. Actively support Wealth Planners by carrying out thorough research across pensions, protection, investment management, tax planning and other financial planning areas to enable strong client outcomes. Prepare client-centric suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Provide complex technical input and proactive support that enhances the end-to-end advice process. Undertake accurate calculations and modelling, including cash-flow analysis, to support recommendations that align with each client's circumstances. Draft clear, fair and compliant communications that support good outcomes Act as a reference point for technical queries within the team and support the development of junior paraplanners. You will be considered for this role if you have: A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent) Strong experience working in a paraplanner capacity within a financial planning environment Excellent technical knowledge across pensions, investments, protection and taxation Strong report-writing and communication skills. Proactive approach to research, problem-solving and collaboration. A strong compliance focus, always acting in the best interests of clients and aligned with regulatory expectations. What's on offer This role offers a market-leading salary up to £62,000, together with a generous discretionary bonus and a comprehensive benefits package. The firm also supports flexible working, with hybrid arrangements (typically three days in the office and two days working from home once initial training is complete). This is a rare opportunity to join a market leading, client-focused wealth management business that combines scale and expertise with a relationship-led approach. You will be part of a high-performing team with access to excellent technical resources and the chance to influence the quality of advice delivered to a diverse and affluent client base.

We are seeking a Senior Paraplanner to join a top-10 wealth manager with a strong track record of growth, exceptional client satisfaction and a truly collaborative culture. The business has an excellent name in the industry with offices across the UK, Europe and beyond. This business combines personal service with scale and capability, delivering integrated wealth planning, discretionary investment management and advisory services to high-net-worth individuals, families, charities and professionals. This is a fantastic opportunity for a paraplanner ready to make a significant impact. About the role As a Senior Paraplanner you will play a pivotal role in supporting Wealth Planners to deliver high-quality holistic financial advice. Actively support Wealth Planners by carrying out thorough research across pensions, protection, investment management, tax planning and other financial planning areas to enable strong client outcomes. Prepare client-centric suitability reports and other technical documents in line with regulatory requirements and internal compliance standards. Provide complex technical input and proactive support that enhances the end-to-end advice process. Undertake accurate calculations and modelling, including cash-flow analysis, to support recommendations that align with each client's circumstances. Draft clear, fair and compliant communications that support good outcomes Act as a reference point for technical queries within the team and support the development of junior paraplanners. You will be considered for this role if you have: A minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent) Strong experience working in a paraplanner capacity within a financial planning environment Excellent technical knowledge across pensions, investments, protection and taxation Strong report-writing and communication skills. Proactive approach to research, problem-solving and collaboration. A strong compliance focus, always acting in the best interests of clients and aligned with regulatory expectations. What's on offer This role offers a market-leading salary up to £62,000, together with a generous discretionary bonus and a comprehensive benefits package. The firm also supports flexible working, with hybrid arrangements (typically three days in the office and two days working from home once initial training is complete). This is a rare opportunity to join a market leading, client-focused wealth management business that combines scale and expertise with a relationship-led approach. You will be part of a high-performing team with access to excellent technical resources and the chance to influence the quality of advice delivered to a diverse and affluent client base.

Experienced Paraplanner Location: Worthing Salary: Up to £47,500 per annum Start Date: April 2026 I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions. Key Responsibilities Prepare and maintain client files Draft and implement recommendations Ensure compliance documentation is complete Conduct due diligence for investment committee Provide technical support to advisers Write client-focused reports Research and review market products Coach team members and support new starters Assist the Paraplanning Line Manager with ad hoc tasks Ideal Candidate Minimum 3 years' experience in a paraplanning role, including Annual Reviews and Recommendation Reports Proficient in Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) Strong organisational and decision-making skills Ability to work independently and manage workload effectively Thorough understanding of compliance regulations Level 4 Diploma qualified Supervisory/management experience beneficial but not essential Adaptable and proactive What's on Offer? Salary up to £47,500 4% employer pension contributions Death in Service benefit WPA Cash Plan (after qualifying period) Relaxed dress code policy Modern, friendly working environment Long-term career prospects and progression opportunities Hybrid working after initial training Diversity & Flexibility We value diversity and welcome applications from all backgrounds. Flexible working arrangements are available. please discuss your requirements with us. Interested? Apply now to join a forward-thinking team and take the next step in your paraplanning career.

About the role At the Motability Foundation, we fund, support, research and innovate so that all disabled people can make the journeys they choose. We re building a Transport Solutions Team that can work flexibly across all the tools in our delivery kit from grants and innovation pilots to research, partnerships, and commercial interventions. This includes a growing portfolio of projects tackling key challenges like inclusive EV charging, complex community transport funding opportunities, and large-scale research such as the National Centre for Accessible Transport. We are now recruiting four Transport Solutions Managers to help design and deliver high-impact work across this portfolio. These are pivotal roles that combine subject expertise, delivery capability, and leadership and are designed to work flexibly across our matrix structure. Some roles will focus more on funding: exploring new funding mechanisms and managing end-to-end development and delivery of funding opportunities and a team of grant managers. Others will focus more on direct delivery: leading projects, partnerships or research commissions. But all Transport Solutions Managers will be encouraged to develop and contribute across both areas. We re looking for people who bring either or both of these skillsets to the role and who are keen to grow their expertise across the range of tools we use. Whether your background is in grant-making, innovation, systems thinking, or programme delivery, we want to hear from you. This is an opportunity to join a collaborative, purpose-led team driving change in the transport system for disabled people and to work on some of the most interesting and impactful projects in the sector. What you ll be doing Lead the design and delivery of impactful projects or funding opportunities, working closely with Programme Directors and colleagues across the Transport Solutions Team. Manage end-to-end delivery of specific initiatives this could include grants, pilots, commissioned projects, partnerships or other tools ensuring they are well scoped and aligned to our strategic priorities. Use insight, evidence, and stakeholder engagement to shape the approach to new work, including scoping documents, funding criteria, business cases, and delivery plans. Work flexibly across our matrix team, contributing to projects or funding rounds outside your own portfolio as needed, and supporting colleagues with specialist input or delivery resource. Build and maintain relationships with external stakeholders, including charities, researchers, delivery partners and commercial organisations. Manage delivery, budgets, due diligence, risks and outcomes for projects or funding opportunities, ensuring appropriate governance and reporting is in place. Collaborate across teams including Impact & Evaluation, Finance, and Communications to ensure high-quality delivery, learning and visibility of our work. Bring and apply knowledge in key areas such as accessible transport, disability, inclusive innovation, grant-making or systems change. Support the development and continuous improvement of our delivery models, funding mechanisms and ways of working. Your experience Must haves: Experience managing projects or funding opportunities from inception through to delivery, including planning, delivery, and monitoring, ideally across teams and with external partners or suppliers. Ability to scope and deliver initiatives or funding opportunities using evidence, insight, and engagement with disabled people and other key stakeholders. Strong organisational skills, with the ability to manage multiple, complex workstreams to deadlines in a fast-paced and evolving environment. Excellent written and verbal communication skills, with the ability to influence and collaborate effectively across diverse stakeholder groups. Strong data and analysis skills, including the ability to synthesise qualitative and quantitative insight to inform decision-making and strategy. High IT literacy, including confident use of Microsoft Office (especially Excel and PowerPoint). A collaborative and flexible working style, with experience contributing to cross-team initiatives or matrix working. Nice to haves: Understanding of disability and transport issues, such as the social model of disability, transport barriers, key legislation etc. Experience delivering or managing grant programmes, innovation pilots, research projects, or cross-sector partnerships. Familiarity with innovation or funding mechanisms such as challenge prizes, agile funding rounds, co-design, systems mapping, or commissioning frameworks. Experience of working in or alongside government, industry, or the not-for-profit sector. Experience supporting or line managing others in a team or project context.

About the role You'll play a key role in delivering an outstanding client experience by providing high-quality technical and report-writing support to our advisers. Working closely with our Paraplanning team, you'll produce clear, tailored suitability reports that reflect individual client needs, while also helping to keep our report templates and models accurate, current and fit for purpose. A core part of this role sits within our specialist Repatriation team , supporting advisers who work with clients returning to the UK after being managed by our international business. This offers exposure to varied, technically interesting cases and the opportunity to make a real impact at an important point in the client journey. Location & working pattern Full-time, permanent. Bristol office-based with a hybrid approach (3 days in the office, 2 days working from home). Responsibilities: • To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.• Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations (which may include historic overseas advice events and cross-border complexities) with a high level of accuracy and care. • Regularly analyse non-UK situs assets such as pension schemes (including QROPS and QNUPS), offshore bonds, platforms, and legacy holdings that do not typically feature in mainstream UK retail advice.• Assess legacy non-GBP holdings and evaluate the impact of exchange rate fluctuations on planning outcomes and long-term strategy.• Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.• To ensure that the customer experience follows Titan's defined standards and TCF is always maintained. • To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.• Use standard template documentation approved by the company.• Update workflow records to facilitate the production of accurate management information in a timely manner.• Manage workloads as required and liaise with Line Manager to highlight over/under capacity. Ensuring relevant workflows are kept up to date to accurately reflect workflow.• Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.• Ensure the agreed outcome meets the company's compliance standards and FCA rules.• Understand how overseas advice history and structures interact with UK FCA requirements, ensuring recommendations meet UK regulatory standards while recognising international context.• Achieve set output targets for producing ongoing advice documents.• Ensure effective communication with CS, advisers, and other colleagues to ensure great customer experience.• To run own case load efficiently and keep all own case records and files up to date and to departmental required standards. • To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate. Knowledge of benefit calculations will be required.• To obtain illustrations and Key Features documentation in support of recommendations to clients.• To assist the administration team in the processing of any new business linked to their cases. • Understand and maintain knowledge of the company's standard processes and guidance.• Be able to analyse international financial arrangements to support recommendations to clients.• Assist with repatriation advice when clients return to the UK and identify any time-sensitive planning needs. • Ensure technical knowledge and general industry knowledge is always maintained.• Ensure advice documentation includes clear, well-reasoned explanations for clients who may be less familiar with UK financial planning rules (e.g. annual allowances, IHT exposure, pension access), supporting informed decision-making.• Preparing life cash-flow modelling • Perform ad-hoc tasks as and when required. Critical Skills: Excellent written and verbal communication skills. Methodical and highly organised. Accurate with good attention to detail. Ability to liaise with colleagues in an articulate and pleasant manner. High degree of numeracy and accuracy, including dealing with holdings in multiple currencies. Ability to work under pressure and manage own workload. Ability to work as part of a team and to learn new skills/knowledge. Excellent standard of written and verbal communication Good decision-making skills Analytical mind and excellent attention to detail Excellent time management skills with an ability to work to deadlines Critical Knowledge and Experience: Excellent technical knowledge Minimum of 2-years in a Paraplanning role Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service. Good technical knowledge and understanding of FCA COB rules Essential Qualifications: Level 4 Diploma in Financial Planning We are growing rapidly and, with that, experiencing significant change. As a young business-just six years into our journey-we are still building our infrastructure while scaling at pace through ongoing M&A activity. This environment won't be for everyone. You'll need resilience, curiosity, and the ability to thrive amid ambiguity and pressure. Change is constant, priorities evolve, and pace is fast. However, if this sounds like the kind of challenge that energises you, you'll find this role exceptionally rewarding. You'll grow quickly, be trusted with real responsibility, and have the opportunity to shape how things are done. We are a hungry, high-performing, top-tier wealth management firm with ambitious international growth plans-making this a genuinely exciting time to join us.

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.

Project Manager Location : Oak Tree House, BB18 Salary : £30K - £40K per annum, DOE + Excellent Benefits! Hours : 40 hours per week, Monday Friday Contract : Full time, Permanent Benefits : Annual Bonus : £1,200 based on company and personal performance, Holidays : 25 days plus statutory holidays (option to purchase additional week), Broughton Day : Option for a fixed day off every 2 3 weeks via salary sacrifice, Pension : Auto-enrolment, Life Insurance : 2x death in service and Healthcare : Cash plan Broughton s mission is to improve public health and well-being. As a global contract research organisation, we partner with future-focused organisations and category innovators to bring products to market across the Pharmaceutical, Healthcare, and Lifestyle sectors. Our integrated solutions are delivered by world-leading scientists and regulatory consultants through our contract laboratories. At Broughton, you ll be part of a team that values scientific excellence and innovation. We work on projects that make a real difference to public health, supporting clients in bringing safe, effective products to market. We are now recruiting for a Project Manager to provide effective, structured management of internal and client-facing projects from initiation through to completion. You will coordinate cross-functional teams, manage timelines, budgets, deliverables, and risk, and ensure clear communication across all stakeholders. You will represent Broughton in client interactions and will deliver projects to agreed scope, time, and cost parameters while upholding high standards of professionalism and accuracy. As our Project Manager, you will: Manage internal and client-facing projects from initiation to completion, ensuring delivery to agreed scope, timelines, and budgets. Coordinate cross-functional teams, defining project objectives, scope, deliverables, and responsibilities. Develop and maintain project plans, schedules, risk registers, work breakdown structures, and supporting documentation. Monitor progress, manage risks and issues, and communicate updates clearly to Technical Project Leads, stakeholders, and clients. Act as the main point of contact for clients, representing Broughton professionally and managing expectations throughout the project lifecycle. Lead planning sessions, project meetings, and decision-making processes, ensuring actions are captured and followed through. Oversee project finances, track time spent, report deviations, and support effective budget control. Produce and deliver accurate status reports and project communications. Conduct project closure activities, including final reporting, finance summaries, and lessons learned. Support additional internal projects and contribute to continuous improvement and best practice. In order to be successful in this role you must have: Minimum of 2 years experience in client-facing project management. Excellent people skills with strong respect, collaboration, empathy, and clarity. Experience in project design and planning. Experience managing budgets and handling deviations effectively. Strong problem-solving skills and ability to respond proactively to issues. Ability to work under pressure and make informed decisions. Strong written and verbal communication skills. Experience in managing client relationships with a focus on delivering results. Strong organisational and team-working abilities. It would be great if you had: Project management qualification (PRINCE2, Agile, etc.). Experience working within a project-based environment. Experience using project management tools or software. Scientific background or experience within a scientific industry. Join us and be part of a team that s shaping the future of health and well-being through science. If you are interested in this role, please do submit a copy of your CV by clicking on APPLY today! No agencies please.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.

Our client, a growing wealth management firm in London is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager. This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver - a genuine pathway into a Financial Adviser role once you've developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home. The Opportunity In this role, you'll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you'll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained. You'll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career. The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process. The Role As a Paraplanner, you'll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships. On the technical side, you'll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models and reviewing client risk profiles. You'll work closely with the Wealth Manager to help shape appropriate recommendations, ensuring all advice is clearly documented, accurate and fully compliant. You'll also have regular exposure to clients, attending meetings, preparing follow-up actions, and communicating with both UK and international clients by phone and email. Alongside this, you'll support the onboarding process, assist with asset transfers, and handle withdrawal requests while keeping clients updated on progress throughout. There will also be the opportunity to contribute to process improvements, support complex cases, and continue building your technical expertise through exams, internal training, and industry exposure. What Makes This Role Different A clear and structured pathway into a Wealth Manager position Working closely with one dedicated Wealth Manager, rather than supporting multiple advisers Real client exposure and involvement in the advice process A growing firm where progression is driven by opportunity, not by waiting for vacancies About You Ideally you will: Hold the Level 4 Diploma in Financial Planning Have 2+ years' experience as a Paraplanner Ideally have a desire to achieve Chartered and Certified Financial Planner status Have experience producing suitability reports and technical research Be comfortable using CRM systems, as well as financial planning and cashflow modelling tools Be organised, personable and confident communicating with clients This role will suit someone ambitious, who enjoys the technical side of planning but ultimately wants to progress into advising clients in their own right. Why This Role? If you're a Paraplanner looking for a role with a clear direction, where you can strengthen your technical skills while gradually building the experience needed to become an adviser, this opportunity offers exactly that. You'll be part of a friendly, supportive and collaborative team, working closely with experienced professionals while building a long-term career within a fantastic wealth management firm. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions.

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner Location: MBath - 2 days in the office Job Type: Full-time Join a forward-thinking and rapidly expanding wealth management business committed to delivering top-quality financial advice. We are currently seeking an experienced Paraplanner to join our team due to our ongoing expansion. Day-to-Day of the Role: Provide high-quality support to Financial Planners by producing detailed documents that offer clear and effective advice based on thorough market research and the client's financial goals. Assist Financial Planners in formulating advice, offering technical support and guidance as needed. Conduct detailed research and analysis of investment funds and financial products, aligning with client objectives. Prepare comprehensive financial plans that outline the client's current position, future goals, and the strategies to achieve these goals. Manage the preparation of fund switch and encashment letters in line with the advice provided. Handle applications, key features documents, factsheets, illustrations, and product comparison quotes, ensuring all research supports the advice given. Liaise with Product Providers and Third Parties to resolve any technical queries. Required Skills & Qualifications: Proven experience as a Paraplanner within financial services. Fully Diploma qualified with a solid understanding of the Financial Planning process. Strong research and report writing skills, with extensive experience using Microsoft Office products. Excellent interpersonal, communication, and customer service skills, committed to achieving the best outcomes for both clients and the business. Highly organized with the ability to manage time effectively and meet deadlines. Attention to detail is crucial in balancing the demands of the role. Desirable Skills: Experience with IO back-office software and FE Analytics research tool. Familiarity with working in a small to medium-sized financial services environment and during periods of significant change. Experience with a Discretionary Fund Manager. Knowledge of cashflow modelling and a broad understanding of the Financial Services Industry. Benefits: Competitive salary and benefits package. Opportunities for professional development and career advancement. Dynamic and supportive work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.

The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients' goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years' Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) - we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days' holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients' goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the client's requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients' needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years' paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning - investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: You'll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. You'll be a real team player who naturally collaborates with others, understands and appreciates others' experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn O'Shea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.