Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
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
Mar 19, 2026
Full time
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
Mar 19, 2026
Full time
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.
Mar 19, 2026
Full time
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.
Mar 19, 2026
Full time
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.
Mar 19, 2026
Full time
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.
Mar 19, 2026
Full time
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.
Mar 19, 2026
Full time
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.
I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information
Mar 19, 2026
Full time
I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 19, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 19, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 19, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Mar 19, 2026
Full time
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Location: Saffron Walden Salary: c£45,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
Mar 19, 2026
Full time
Location: Saffron Walden Salary: c£45,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Collate and evaluate client policy/investment/pension Writing suitability reports Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Create and maintain client files and enter details onto back-office database Liaise with Trainee Paraplanners Submitting Business on internal and external systems Create and maintain client files and enter details onto back office database Submitting Business on internal and external systems Prepare paperwork New business processing and submission to Business Quality Liaise with a range of stakeholders from compliance department to various external providers Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products This is an excellent opportunity for the right person to make an impact on this highly reputable employer. Lots of scope to develop your career with this very attractive employer.
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
Mar 19, 2026
Full time
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / 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.
Mar 19, 2026
Full time
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / 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.
Junior Paraplanner Wakefield £26,000-£30,000 + Bonus NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner. The Opportunity: This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position. You'll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations. Key Responsibilities: Assist with gathering and analysing client information Processing new business requests Conduct research across pensions, investments, and protection Draft suitability letters and supporting documents (including AI-assisted templates) Support advisers with case preparation and technical queries Help implement advice recommendations and liaise with providers Maintain accurate, compliant client files What We're Looking For: RO1 (minimum) - additional exams highly advantageous Experience in financial planning support or report writing Strong technical aptitude and willingness to learn Excellent attention to detail Professional communication skills A proactive team player with a positive attitude and a desire to progress What's on Offer: £26,000 - £30,000 (depending on experience) Discretionary bonus scheme Funded exams + structured development pathway Mentorship from experienced technical staff 25 days holiday + bank holidays 35 hours per week Pension scheme 4x salary life assurance If you're looking for a supportive environment with genuine career development, this is an excellent opportunity to take the next step. Apply now or to learn more, contact NJR Recruitment quoting NJR16500
Mar 19, 2026
Full time
Junior Paraplanner Wakefield £26,000-£30,000 + Bonus NJR Recruitment is delighted to be supporting a leading, fast-growing wealth management firm in Wakefield as they look to recruit an ambitious Junior Paraplanner to join their support team. This is a fantastic opportunity for someone with early-stage technical knowledge who is eager to develop into a fully qualified Paraplanner. The Opportunity: This role is ideal for a motivated individual with experience in technical report writing and at least RO1 (or higher) who wants hands-on training, exam support, and clear progression into a full Paraplanner position. You'll work closely with senior Paraplanners, Advisers, and Directors, gaining experience in the entire advice process-from research and analysis to drafting suitability reports and supporting client recommendations. Key Responsibilities: Assist with gathering and analysing client information Processing new business requests Conduct research across pensions, investments, and protection Draft suitability letters and supporting documents (including AI-assisted templates) Support advisers with case preparation and technical queries Help implement advice recommendations and liaise with providers Maintain accurate, compliant client files What We're Looking For: RO1 (minimum) - additional exams highly advantageous Experience in financial planning support or report writing Strong technical aptitude and willingness to learn Excellent attention to detail Professional communication skills A proactive team player with a positive attitude and a desire to progress What's on Offer: £26,000 - £30,000 (depending on experience) Discretionary bonus scheme Funded exams + structured development pathway Mentorship from experienced technical staff 25 days holiday + bank holidays 35 hours per week Pension scheme 4x salary life assurance If you're looking for a supportive environment with genuine career development, this is an excellent opportunity to take the next step. Apply now or to learn more, contact NJR Recruitment quoting NJR16500
Trainee Paraplanner Sheffield £27,000 - £33,000 + Bonus We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements Discuss the client's needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast Reports What do we need from you? Previous experience of working in financial planning A good knowledge across a range of pensions, investments, estate planning and protection products Good attention to detail and good grammar skills Those working towards the level 4 diploma would be of most interest What's in it for you? Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm! For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
Mar 19, 2026
Full time
Trainee Paraplanner Sheffield £27,000 - £33,000 + Bonus We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm. Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry. Responsibilities: Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements Discuss the client's needs and objectives with the relevant adviser. Prepare recommendation reports Production of Cash Flow Forecast Reports What do we need from you? Previous experience of working in financial planning A good knowledge across a range of pensions, investments, estate planning and protection products Good attention to detail and good grammar skills Those working towards the level 4 diploma would be of most interest What's in it for you? Genuinely competitive salary Annual bonus Free parking Ongoing training and development Study support towards CII Diploma Generous holiday allowance with the option to buy/sell days Flexible hours Company pension Private Health Cover Loads of social events This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm! For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
Mar 19, 2026
Full time
A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
