Paraplanner Hybrid Working Growing Independent Financial Planning Firm Nigel James Associates are working with a growing independent financial planning business as they look to appoint an experienced Paraplanner to support their team of Advisers. This is an excellent opportunity to join a financially secure, client-focused firm that has built a strong reputation for delivering high-quality holistic financial planning advice. The company is in a strong phase of growth, with increasing client demand and ambitious long-term plans, making it an exciting time to join the business. You'll be responsible for undertaking technical research, preparing suitability reports, assisting with complex planning cases, and supporting Advisers throughout the advice process. The client bank is made up predominantly of average-sized financial planning clients, with some larger and more technical cases that will provide additional variety and development opportunities. One of the key attractions of this role is the level of support available. The Advisers are supported by a dedicated and experienced administration team, allowing Paraplanners to focus on technical work and adding value rather than being drawn into day-to-day administrative tasks. The company offers a collaborative working environment where Paraplanners are viewed as an integral part of the client journey rather than simply a back-office function. You'll have the opportunity to contribute to technical discussions, help improve processes, and continue developing your expertise, with support for further professional qualifications where appropriate. The role operates on a hybrid basis with 3 days per week in the office and 2 days working from home, offering a good balance between collaboration and flexibility. What we are looking for: Previous experience in a Paraplanner role within an IFA or wealth management firm. Strong technical knowledge across pensions, investments, protection, and tax planning. Experience preparing suitability reports and conducting financial planning research. Diploma qualified (or working towards Chartered status) would be advantageous. Excellent attention to detail and the ability to manage workloads effectively. A proactive team player who enjoys supporting advisers and contributing to a collaborative environment. What is on offer: Basic salary up to £48,000 depending on experience. Discretionary annual bonus. Hybrid working (3 days in the office, 2 from home). Comprehensive benefits package. Strong administration support structure. Support with ongoing professional development and qualifications. The opportunity to join a respected and growing independent financial planning firm with a strong team culture and genuine long-term career prospects. If this sounds like the right role for you, we'd love to have a confidential conversation. Please get in touch or apply for further details.
Jul 24, 2026
Full time
Paraplanner Hybrid Working Growing Independent Financial Planning Firm Nigel James Associates are working with a growing independent financial planning business as they look to appoint an experienced Paraplanner to support their team of Advisers. This is an excellent opportunity to join a financially secure, client-focused firm that has built a strong reputation for delivering high-quality holistic financial planning advice. The company is in a strong phase of growth, with increasing client demand and ambitious long-term plans, making it an exciting time to join the business. You'll be responsible for undertaking technical research, preparing suitability reports, assisting with complex planning cases, and supporting Advisers throughout the advice process. The client bank is made up predominantly of average-sized financial planning clients, with some larger and more technical cases that will provide additional variety and development opportunities. One of the key attractions of this role is the level of support available. The Advisers are supported by a dedicated and experienced administration team, allowing Paraplanners to focus on technical work and adding value rather than being drawn into day-to-day administrative tasks. The company offers a collaborative working environment where Paraplanners are viewed as an integral part of the client journey rather than simply a back-office function. You'll have the opportunity to contribute to technical discussions, help improve processes, and continue developing your expertise, with support for further professional qualifications where appropriate. The role operates on a hybrid basis with 3 days per week in the office and 2 days working from home, offering a good balance between collaboration and flexibility. What we are looking for: Previous experience in a Paraplanner role within an IFA or wealth management firm. Strong technical knowledge across pensions, investments, protection, and tax planning. Experience preparing suitability reports and conducting financial planning research. Diploma qualified (or working towards Chartered status) would be advantageous. Excellent attention to detail and the ability to manage workloads effectively. A proactive team player who enjoys supporting advisers and contributing to a collaborative environment. What is on offer: Basic salary up to £48,000 depending on experience. Discretionary annual bonus. Hybrid working (3 days in the office, 2 from home). Comprehensive benefits package. Strong administration support structure. Support with ongoing professional development and qualifications. The opportunity to join a respected and growing independent financial planning firm with a strong team culture and genuine long-term career prospects. If this sounds like the right role for you, we'd love to have a confidential conversation. Please get in touch or apply for further details.
HEAD OF COMMERCIAL PROPERTY MANAGEMENT OR SENIOR PROPERTY MANAGER COMPETITIVE SALARY 33 DAYS HOLIDAY SUSSEX FULL TIME This is a brilliant opportunity for an experienced property management professional to step or grow into a lead role at a well-established and highly regarded company operating across the South East. My client is a reputable firm with a strong presence across the southern home counties and London covering commercial agency, professional services, and property management. They are looking for someone to lead their Property Management department, bringing both the hands-on expertise to manage a diverse portfolio and the commercial drive to grow the department over time. This is a role with real scope and genuine opportunity to make your mark. The role: Lead the Property Management department, reporting directly to the company directors Manage a varied commercial and mixed use portfolio; liaising with clients and advising on all aspects of property management Ensure tenant compliance with lease obligations and oversee the provision of common services Manage planned and reactive maintenance works, including contractor liaison and management Ensure compliance with health and safety legislation and wider regulatory requirements Work closely with the accounts team on rental income, service charge administration, budget preparation, and year-end accounts Handle tenant applications for consent to assign, sublet, alter, and other lease matters Liaise with insurance brokers on block policies and annual premium recharges Maintain property records and systems, ensuring client monies are managed in accordance with RICS best practice What we're looking for: A senior property management surveyor that can either lead the department from day 1, or grow into the role under the supervision of the current head of department to grow into the role within 12-24 months. Proven commercial and/or residential block management experience; qualified or unqualified candidates will be considered Someone with the appetite and ability to grow a department, not just manage it Strong client relationship skills and the confidence to advise landlords, occupiers, and investors at a senior level Organised, commercially minded, and comfortable working across a varied and interesting portfolio Full driving licence and access to a vehicle for business use (mileage allowance provided) What's on offer: Competitive salary based on experience 33 days paid holiday Mileage allowance for business travel A genuine opportunity to lead and grow a department within a well-respected practice that has been established for over 40 years A collaborative, professional team environment with real scope for career development This is a role for someone who takes pride in the quality of their client relationships/management standards and who wants to build something, not just maintain it.
May 02, 2026
Full time
HEAD OF COMMERCIAL PROPERTY MANAGEMENT OR SENIOR PROPERTY MANAGER COMPETITIVE SALARY 33 DAYS HOLIDAY SUSSEX FULL TIME This is a brilliant opportunity for an experienced property management professional to step or grow into a lead role at a well-established and highly regarded company operating across the South East. My client is a reputable firm with a strong presence across the southern home counties and London covering commercial agency, professional services, and property management. They are looking for someone to lead their Property Management department, bringing both the hands-on expertise to manage a diverse portfolio and the commercial drive to grow the department over time. This is a role with real scope and genuine opportunity to make your mark. The role: Lead the Property Management department, reporting directly to the company directors Manage a varied commercial and mixed use portfolio; liaising with clients and advising on all aspects of property management Ensure tenant compliance with lease obligations and oversee the provision of common services Manage planned and reactive maintenance works, including contractor liaison and management Ensure compliance with health and safety legislation and wider regulatory requirements Work closely with the accounts team on rental income, service charge administration, budget preparation, and year-end accounts Handle tenant applications for consent to assign, sublet, alter, and other lease matters Liaise with insurance brokers on block policies and annual premium recharges Maintain property records and systems, ensuring client monies are managed in accordance with RICS best practice What we're looking for: A senior property management surveyor that can either lead the department from day 1, or grow into the role under the supervision of the current head of department to grow into the role within 12-24 months. Proven commercial and/or residential block management experience; qualified or unqualified candidates will be considered Someone with the appetite and ability to grow a department, not just manage it Strong client relationship skills and the confidence to advise landlords, occupiers, and investors at a senior level Organised, commercially minded, and comfortable working across a varied and interesting portfolio Full driving licence and access to a vehicle for business use (mileage allowance provided) What's on offer: Competitive salary based on experience 33 days paid holiday Mileage allowance for business travel A genuine opportunity to lead and grow a department within a well-respected practice that has been established for over 40 years A collaborative, professional team environment with real scope for career development This is a role for someone who takes pride in the quality of their client relationships/management standards and who wants to build something, not just maintain it.