Senior Paraplanner Meriden Office (CV7) Up to £45,000 Hybrid Working Professional Development Our partner is a thriving, independent financial planning firm, part of a wider group, known for being client-focused and growth-oriented. They re looking for a Senior Paraplanner to join their expanding team in Meriden. If you re a Diploma-qualified paraplanner and ready to step up, take on more responsibility, and work alongside expert Financial Planners on a variety of technical cases, this could be the perfect next move. What s on offer: Competitive salary up to £45,000 (depending on experience) 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5 Support to progress professional qualifications Hybrid working: up to 2 days remote per week Standard working hours: Mon Fri, 9am 5pm with 1-hour lunch What you ll do: Deliver high-quality paraplanning support to Financial Planners Prepare detailed, accurate suitability reports and conduct in-depth research & analysis Liaise with clients and providers to maintain outstanding service levels Handle complex technical queries and planning cases Mentor junior team members and contribute to process improvements What you ll need: Minimum 3-4 years paraplanning experience Level 4 Diploma (essential), ideally progressing towards Chartered status Strong technical knowledge across pensions, investments, and protection Exceptional attention to detail and the ability to explain complex advice clearly Why join? You ll become part of a firm that values long-term client relationships and invests in its people. Here, you ll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.
Jul 23, 2025
Full time
Senior Paraplanner Meriden Office (CV7) Up to £45,000 Hybrid Working Professional Development Our partner is a thriving, independent financial planning firm, part of a wider group, known for being client-focused and growth-oriented. They re looking for a Senior Paraplanner to join their expanding team in Meriden. If you re a Diploma-qualified paraplanner and ready to step up, take on more responsibility, and work alongside expert Financial Planners on a variety of technical cases, this could be the perfect next move. What s on offer: Competitive salary up to £45,000 (depending on experience) 28 days holiday plus bank holidays, increasing to 29 days after 3 years and 30 after 5 Support to progress professional qualifications Hybrid working: up to 2 days remote per week Standard working hours: Mon Fri, 9am 5pm with 1-hour lunch What you ll do: Deliver high-quality paraplanning support to Financial Planners Prepare detailed, accurate suitability reports and conduct in-depth research & analysis Liaise with clients and providers to maintain outstanding service levels Handle complex technical queries and planning cases Mentor junior team members and contribute to process improvements What you ll need: Minimum 3-4 years paraplanning experience Level 4 Diploma (essential), ideally progressing towards Chartered status Strong technical knowledge across pensions, investments, and protection Exceptional attention to detail and the ability to explain complex advice clearly Why join? You ll become part of a firm that values long-term client relationships and invests in its people. Here, you ll get the support to develop your skills, grow your career, and be part of a professional and expanding business that genuinely cares about its team.
Paraplanner - SJP Remote (UK-based) Salary: £30,000 £40,000 Hours: Full-time, Monday to Friday, 9 5 Most paraplanners only dream of this balance. A well structured and supportive team And the freedom to work from home every day. This firm partners with SJP practices across the UK, giving you the chance to sharpen your skills on a variety of cases - all without stepping into an office. What s on offer: 30 days holiday (including bank holidays and Christmas shutdown) NHS top-up cash plan that improves with service Free gym membership Full support and funding for your exams Flexible and hybrid options if you ever want them Regular team socials Bike to work scheme What you ll be doing: Preparing suitability reports across a wide range of SJP products Liaising with Partners, Practices and providers Carrying out research and calculations to support recommendations Managing your own case pipeline and meeting internal deadlines Keeping up to date with technical knowledge and industry changes What we re looking for: Experience in a paraplanning role, ideally with SJP exposure Level 4 Diploma (or close to completion) Strong attention to detail and report-writing skills Confident communicator, both written and verbal Comfortable working independently and remotely Familiar with the SJP model and expectations If you re after a new role with fully remote flexibility, let s have a chat. Send a message or apply directly to find out more.
Jul 17, 2025
Full time
Paraplanner - SJP Remote (UK-based) Salary: £30,000 £40,000 Hours: Full-time, Monday to Friday, 9 5 Most paraplanners only dream of this balance. A well structured and supportive team And the freedom to work from home every day. This firm partners with SJP practices across the UK, giving you the chance to sharpen your skills on a variety of cases - all without stepping into an office. What s on offer: 30 days holiday (including bank holidays and Christmas shutdown) NHS top-up cash plan that improves with service Free gym membership Full support and funding for your exams Flexible and hybrid options if you ever want them Regular team socials Bike to work scheme What you ll be doing: Preparing suitability reports across a wide range of SJP products Liaising with Partners, Practices and providers Carrying out research and calculations to support recommendations Managing your own case pipeline and meeting internal deadlines Keeping up to date with technical knowledge and industry changes What we re looking for: Experience in a paraplanning role, ideally with SJP exposure Level 4 Diploma (or close to completion) Strong attention to detail and report-writing skills Confident communicator, both written and verbal Comfortable working independently and remotely Familiar with the SJP model and expectations If you re after a new role with fully remote flexibility, let s have a chat. Send a message or apply directly to find out more.
Content Creation Specialist Cheltenham Full-time Looking for a creative role with real commercial impact ? We ve partnered with a leading advisory firm with offices in the heart of Cheltenham. They re on the lookout for a talented Content Creation Specialist to supercharge their digital presence across Instagram, LinkedIn, TikTok, YouTube, X & more. This is your chance to take ownership, from crafting compelling stories to launching standout projects alongside national league sportspeople . You ll grow their audience, drive leads, and keep their brand front and centre in the corporate space. What you ll do Develop exceptional written content: copy, captions, thought leadership, and commercial messaging, with flair and precision. Produce striking visual assets: graphics, videos, and long-form content for YouTube, editing with an eye for pace and story. Monitor analytics to optimise performance, driving leads, visibility, and engagement. Launch and manage innovative campaigns and high-profile initiatives, including partnerships with national league sportspeople. Engage in social conversations, build rapport with influencers, and handle social PR with confidence. Enjoy autonomy to test new formats, explore creative trends, and bring bold ideas to life. What s on offer? Annual bonus scheme 30 days holiday plus bank holidays (plus extra time off at Christmas) Study support: funded exams & dedicated study time Pension scheme & sick pay BUPA Employee Assistance Program Birthday day off + regular company events Opportunities to support their charitable foundation A collaborative, forward-thinking culture with genuine long-term career growth Ready to make your mark? Apply now or get in touch to find out more.
Jul 17, 2025
Full time
Content Creation Specialist Cheltenham Full-time Looking for a creative role with real commercial impact ? We ve partnered with a leading advisory firm with offices in the heart of Cheltenham. They re on the lookout for a talented Content Creation Specialist to supercharge their digital presence across Instagram, LinkedIn, TikTok, YouTube, X & more. This is your chance to take ownership, from crafting compelling stories to launching standout projects alongside national league sportspeople . You ll grow their audience, drive leads, and keep their brand front and centre in the corporate space. What you ll do Develop exceptional written content: copy, captions, thought leadership, and commercial messaging, with flair and precision. Produce striking visual assets: graphics, videos, and long-form content for YouTube, editing with an eye for pace and story. Monitor analytics to optimise performance, driving leads, visibility, and engagement. Launch and manage innovative campaigns and high-profile initiatives, including partnerships with national league sportspeople. Engage in social conversations, build rapport with influencers, and handle social PR with confidence. Enjoy autonomy to test new formats, explore creative trends, and bring bold ideas to life. What s on offer? Annual bonus scheme 30 days holiday plus bank holidays (plus extra time off at Christmas) Study support: funded exams & dedicated study time Pension scheme & sick pay BUPA Employee Assistance Program Birthday day off + regular company events Opportunities to support their charitable foundation A collaborative, forward-thinking culture with genuine long-term career growth Ready to make your mark? Apply now or get in touch to find out more.
