Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Dunblane Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Dec 07, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £30,000-£40,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Dunblane Are you a Paraplanner or similar looking for a varied, collaborative role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering study support and progression to senior roles? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Dunblane Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane Reference number: BBBH22424 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme
Dec 07, 2025
Full time
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat
Dec 07, 2025
Full time
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 07, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: o Pension Scheme o Private Medical Insurance (after qualifying period) o Professional development funding and exam support o Team social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme click apply for full job details
Dec 07, 2025
Full time
Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme click apply for full job details
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 06, 2025
Full time
Financial Services Administrator Salary: 25,000 - 30,000 (DOE) Location: Huddersfield (free parking available) Hours: Mon-Fri, 8:30am-4:30pm Full-time, permanent position Role Overview: Our client is seeking an experienced Administrator to play a key role in delivering exceptional client care and operational support. This is an exciting opportunity to work in a dynamic, supportive environment where your skills and initiative will be valued. The role supports multiple Partners and Advisers, ensuring smooth business operations and fostering long-term client relationships. The Key Responsibilities of the Financial Services Administrator: Client Experience & Relationship Management: Act as the first point of contact for client servicing with a professional and proactive approach Maintain and enhance client relationships through timely communication and personalised service Support client onboarding and ensure documentation accuracy and compliance Operational Excellence: Oversee submission and tracking of client applications Maintain accurate client records using Salesforce, ShareFile, iBusiness, and other systems Ensure compliance with regulatory and licensing requirements Liaise with Head Office and external providers for seamless service delivery Practice Development & Collaboration: Work with the Practice Manager and Paraplanner to support business growth initiatives Contribute to marketing efforts including campaigns and client events Assist in developing new client opportunities and nurturing referrals Leadership & Team Support: Provide locum support for senior team members during absences Mentor junior team members and foster a collaborative team culture Attend meetings, workshops, and training for continuous professional development The Required Skills and Experience of the Financial Services Administrator: Exceptional organisational and communication skills Calm, confident, and client-focused under pressure Strong attention to detail and analytical thinking Proactive and solution-oriented mindset Comfortable with face-to-face and phone-based client interaction Proficient in Microsoft Office and internal systems Knowledge of financial services regulation and compliance Minimum 2 years' experience in financial services (preferably St. James's Place, IFA practice, or similar) The Successful Candidate will Receive Excellent Benefits: Bonus: Performance-related annual bonus up to 8% Annual Leave: 25 days plus bank holidays Benefits: oPension Scheme oPrivate Medical Insurance (after qualifying period) oProfessional development funding and exam support oTeam social events and client entertainment opportunities Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 06, 2025
Full time
This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Junior Paraplanner: Technical Development Role Location: Wakefield Salary: 25,000 - 28,000 (Up to 15% Bonus) About Navigation Wealth Management (NWM) At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People (Navigation IS Family) . As a rapidly growing Partner Practice, we are dedicated to investing in our team's development, providing clear paths for professional growth and reward. We are actively expanding and invite a highly motivated individual to join our team as a Junior Paraplanner to grow with us. The Opportunity: Develop Your Paraplanning Career This role is perfectly suited for an ambitious individual who has experience of technical report writing and has already achieved the RO1 qualification (or higher) and is committed to pursuing further professional qualifications (e.g., Diploma in Regulated Financial Planning). As a Junior Paraplanner, you will receive hands-on training and work directly alongside our experienced Paraplanners, Financial Advisers, and Directors. You will build your technical foundation, learn the entire advice process, and gain critical experience in research, analysis, report writing and the use of AI systems. Core Responsibilities: Learning & Support Under the guidance of senior staff, your responsibilities will focus on foundational technical support and administrative tasks: Case Analysis Support: Assist in gathering, analysing, and summarising client data to support the Financial Adviser's recommendations, producing AI-based suitability letters. Research: Conduct basic technical research to help identify suitable financial solutions for specific client objectives across core areas: Retirement Planning Investment Planning Protection Planning Suitability Drafting: Assist in preparing the initial drafts of suitability letters and supporting documentation for review by Advisers. Implementation Support: Support the implementation of client recommendations and assist the Administrative team with necessary applications and paperwork. Process Compliance: Maintain a detailed knowledge of the firm's compliance procedures and assist in ensuring client files are accurately documented and maintained. Knowledge Development: Actively keep abreast of changing legislation and regulation, committing to continuous professional development. Adviser Liaison: Liaise with the advice guidance department on technical aspects of cases and communicate clearly with Advisers regarding case progress. Candidate Profile: Your Skills and Ambition We are looking for a candidate with a strong foundation in financial services and a commitment to professional growth: Essential Qualification: Must hold the CII (or equivalent) RO1 qualification, or higher. Aspiration: A clear desire to progress toward the full Diploma in Regulated Financial Planning. Technical Aptitude: Ability to absorb new technical information quickly and apply basic regulatory knowledge. Accuracy: Excellent attention to detail and a commitment to producing accurate work. Communication: Strong written and verbal communication skills for effective internal and external liaison. Attitude: A proactive, positive, and dedicated team player who thrives in a learning environment. What We Offer: Competitive Salary: 25,000 - 28,000 per year (depending on experience) plus a comprehensive benefits package. Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range. Discretionary Bonus: Potential to earn up to 15% of your salary , split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%). Holidays: 25 days annual leave plus all UK bank holidays. Pensions: Workplace Pension Scheme provided. Life Assurance: Death in Service Benefit of 4 x annual salary . Extra Perk: Appraisal Reward Day. Working Pattern: 35 hours per week (hybrid working). Monday - Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 06, 2025
Full time
Junior Paraplanner: Technical Development Role Location: Wakefield Salary: 25,000 - 28,000 (Up to 15% Bonus) About Navigation Wealth Management (NWM) At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People (Navigation IS Family) . As a rapidly growing Partner Practice, we are dedicated to investing in our team's development, providing clear paths for professional growth and reward. We are actively expanding and invite a highly motivated individual to join our team as a Junior Paraplanner to grow with us. The Opportunity: Develop Your Paraplanning Career This role is perfectly suited for an ambitious individual who has experience of technical report writing and has already achieved the RO1 qualification (or higher) and is committed to pursuing further professional qualifications (e.g., Diploma in Regulated Financial Planning). As a Junior Paraplanner, you will receive hands-on training and work directly alongside our experienced Paraplanners, Financial Advisers, and Directors. You will build your technical foundation, learn the entire advice process, and gain critical experience in research, analysis, report writing and the use of AI systems. Core Responsibilities: Learning & Support Under the guidance of senior staff, your responsibilities will focus on foundational technical support and administrative tasks: Case Analysis Support: Assist in gathering, analysing, and summarising client data to support the Financial Adviser's recommendations, producing AI-based suitability letters. Research: Conduct basic technical research to help identify suitable financial solutions for specific client objectives across core areas: Retirement Planning Investment Planning Protection Planning Suitability Drafting: Assist in preparing the initial drafts of suitability letters and supporting documentation for review by Advisers. Implementation Support: Support the implementation of client recommendations and assist the Administrative team with necessary applications and paperwork. Process Compliance: Maintain a detailed knowledge of the firm's compliance procedures and assist in ensuring client files are accurately documented and maintained. Knowledge Development: Actively keep abreast of changing legislation and regulation, committing to continuous professional development. Adviser Liaison: Liaise with the advice guidance department on technical aspects of cases and communicate clearly with Advisers regarding case progress. Candidate Profile: Your Skills and Ambition We are looking for a candidate with a strong foundation in financial services and a commitment to professional growth: Essential Qualification: Must hold the CII (or equivalent) RO1 qualification, or higher. Aspiration: A clear desire to progress toward the full Diploma in Regulated Financial Planning. Technical Aptitude: Ability to absorb new technical information quickly and apply basic regulatory knowledge. Accuracy: Excellent attention to detail and a commitment to producing accurate work. Communication: Strong written and verbal communication skills for effective internal and external liaison. Attitude: A proactive, positive, and dedicated team player who thrives in a learning environment. What We Offer: Competitive Salary: 25,000 - 28,000 per year (depending on experience) plus a comprehensive benefits package. Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range. Discretionary Bonus: Potential to earn up to 15% of your salary , split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%). Holidays: 25 days annual leave plus all UK bank holidays. Pensions: Workplace Pension Scheme provided. Life Assurance: Death in Service Benefit of 4 x annual salary . Extra Perk: Appraisal Reward Day. Working Pattern: 35 hours per week (hybrid working). Monday - Thursday: 9:00 am - 5:00 pm Friday: 8:30 am - 4:30 pm Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 06, 2025
Full time
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors. Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings. The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications. One of the Directors joined the business as an Administrator 12 years ago! Paraplanner Requirements You should have 3+ years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year. They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions. Paraplanner Requirements Salary of £33,000 - £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices! (Still within Leamington Spa) Free parking available Locations Leamington Spa Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Title: Paraplanner/Senior Administrator Type: Permanent Hours: Full Time Salary: £35,000 - £40,000 + bonus (depending on experience/qualifications) Location: Inverness (hybrid working available) Summary: We are looking for an experienced Paraplanner/Senior Administrator to join our Inverness based client. This is an excellent career opportunity within a highly supportive environment with encouragement towards further professional development and qualifications. Person Specification: Experience of working in an IFA office is preferred although experience of the wider financial service sector will also be considered. An understanding of the regulatory framework governing the financial service sector in the UK. Ability to work with accuracy and attention to detail. Strong communication and interpersonal skills with the ability to liaise with a range of clients and colleagues. Excellent administrative and IT skills. Duties include: Assist in the preparation of annual reviews for new and existing clients. Product and fund research. Production of recommendations and suitability letters. Completion of investment and pension forms and trades. Dealing with client enquiries. Provision of extensive administrative support. Comprehensive benefits package including pension, death in service cover and free parking at office. JBRP1_UKTJ
Dec 06, 2025
Full time
Title: Paraplanner/Senior Administrator Type: Permanent Hours: Full Time Salary: £35,000 - £40,000 + bonus (depending on experience/qualifications) Location: Inverness (hybrid working available) Summary: We are looking for an experienced Paraplanner/Senior Administrator to join our Inverness based client. This is an excellent career opportunity within a highly supportive environment with encouragement towards further professional development and qualifications. Person Specification: Experience of working in an IFA office is preferred although experience of the wider financial service sector will also be considered. An understanding of the regulatory framework governing the financial service sector in the UK. Ability to work with accuracy and attention to detail. Strong communication and interpersonal skills with the ability to liaise with a range of clients and colleagues. Excellent administrative and IT skills. Duties include: Assist in the preparation of annual reviews for new and existing clients. Product and fund research. Production of recommendations and suitability letters. Completion of investment and pension forms and trades. Dealing with client enquiries. Provision of extensive administrative support. Comprehensive benefits package including pension, death in service cover and free parking at office. JBRP1_UKTJ
Case Manager & Senior Case Manager (Paraplanner) Location: Office-based Salary: £30,000 (Case Manager) / £40,000 (Senior Case Manager) System: Salesforce A growing wealth management firm with a specialist elite sports division is expanding its support team. The business operates differently to large networks and has a strong focus on training, development and long-term progression . We are now hiring for two roles within the same team: 1️ Case Manager (Admin Support) Salary: Up to £30,000 Responsibilities: Administrative support across the full client journey Manage case progress and documentation Liaise with clients and providers Maintain accurate records in Salesforce Prepare paperwork and correspondence Ideal for: Someone with financial services admin experience, strong attention to detail and confidence in a fast-paced office environment. 2️ Senior Case Manager (Paraplanner) Salary: Up to £40,000 Responsibilities: Technical research and analysis Prepare suitability reports Support advisers with planning strategies Conduct product and fund research Ensure compliance and maintain case records in Salesforce Ideal for: An experienced paraplanner or senior technical admin looking to progress in a development-focused environment. Why Join? Strong training and development culture Unique exposure to elite sports clients Office-based team environment Clear progression opportunities Bonus scheme available
Dec 05, 2025
Full time
Case Manager & Senior Case Manager (Paraplanner) Location: Office-based Salary: £30,000 (Case Manager) / £40,000 (Senior Case Manager) System: Salesforce A growing wealth management firm with a specialist elite sports division is expanding its support team. The business operates differently to large networks and has a strong focus on training, development and long-term progression . We are now hiring for two roles within the same team: 1️ Case Manager (Admin Support) Salary: Up to £30,000 Responsibilities: Administrative support across the full client journey Manage case progress and documentation Liaise with clients and providers Maintain accurate records in Salesforce Prepare paperwork and correspondence Ideal for: Someone with financial services admin experience, strong attention to detail and confidence in a fast-paced office environment. 2️ Senior Case Manager (Paraplanner) Salary: Up to £40,000 Responsibilities: Technical research and analysis Prepare suitability reports Support advisers with planning strategies Conduct product and fund research Ensure compliance and maintain case records in Salesforce Ideal for: An experienced paraplanner or senior technical admin looking to progress in a development-focused environment. Why Join? Strong training and development culture Unique exposure to elite sports clients Office-based team environment Clear progression opportunities Bonus scheme available
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Cardiff, South Glamorgan
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Dec 05, 2025
Full time
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Trainee Financial Planner - Client-Facing Development Role Worcestershire (within 30 mins of Worcester) £40,000-£45,000 + Bonus + Benefits + Hybrid From paraplanning to planning - your next step starts here. We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role. This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner. Why this role stands out: You'll work closely with an experienced adviser, supporting real complex client cases from day one. You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients. You'll be supported through your journey to Chartered status, with structured development and full funding. What they're looking for: Level 4 qualified (RO1-RO6 or equivalent) - essential. Ideally working toward Chartered or keen to start. Strong technical foundation in financial planning - paraplanning or technical admin experience preferred. A confident communicator with a genuine interest in building long-term client relationships. Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites. What's on offer: Competitive salary + annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. 35-hour week with flexible working. Full support for professional development and qualifications. If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.
Dec 05, 2025
Full time
Trainee Financial Planner - Client-Facing Development Role Worcestershire (within 30 mins of Worcester) £40,000-£45,000 + Bonus + Benefits + Hybrid From paraplanning to planning - your next step starts here. We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role. This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner. Why this role stands out: You'll work closely with an experienced adviser, supporting real complex client cases from day one. You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients. You'll be supported through your journey to Chartered status, with structured development and full funding. What they're looking for: Level 4 qualified (RO1-RO6 or equivalent) - essential. Ideally working toward Chartered or keen to start. Strong technical foundation in financial planning - paraplanning or technical admin experience preferred. A confident communicator with a genuine interest in building long-term client relationships. Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites. What's on offer: Competitive salary + annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. 35-hour week with flexible working. Full support for professional development and qualifications. If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
Dec 05, 2025
Full time
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Dec 04, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client's post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary 45,000 to 50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!
Dec 04, 2025
Full time
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Dec 04, 2025
Full time
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Dec 04, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Dec 04, 2025
Full time
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien
Overview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat click apply for full job details
Dec 04, 2025
Full time
Overview We are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborat click apply for full job details
