WEALTHLINK RECRUITMENT LTD

Paraplanner Level 4 Diploma £45,000 - £50,000 Hybrid Manchester Career Paraplanner Manchester (Hybrid) £45,000 - £50,000 + Excellent Benefits A well-established and highly respected Wealth Management firm in Manchester is seeking an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Level 4 Diploma qualified Paraplanner who enjoys the technical side of financial planning and is looking to build a long-term career in paraplanning within a supportive, professional environment. The Role Working closely with Financial Advisers, you will play a key role in delivering high-quality financial planning support by: Preparing comprehensive suitability reports. Conducting technical research across pensions, investments and protection. Analysing client data and assisting with tailored financial planning recommendations. Supporting client review meetings and report preparation. Ensuring FCA compliance and maintaining accurate client records. Working collaboratively with advisers to deliver exceptional client outcomes. About You To be successful, you'll have: Level 4 Diploma in Regulated Financial Planning (essential). A minimum of 2 years' paraplanning experience within a financial planning or wealth management environment. Experience producing high-quality suitability reports. Strong technical knowledge of pensions, investments and financial planning. Excellent organisational, communication and report writing skills. Proficiency with Microsoft Office and financial planning systems. What's on Offer? £45,000 - £50,000 salary. Hybrid working. Company pension. Gym membership. Health & wellbeing programme. Company events. A collaborative and supportive team environment. Please note: This opportunity is ideally suited to a career paraplanner who enjoys the technical aspects of financial planning. The firm is looking for someone committed to paraplanning as a long-term career rather than using the role as a pathway into financial advice. If you're an experienced Paraplanner , Technical Paraplanner or Level 4 Diploma qualified Financial Planning professional looking for your next opportunity in Manchester, we'd love to hear from you.

Head of Compliance Wealth Management Financial Services Hybrid Hybrid Working Competitive Salary + Benefits A well-established, market-leading Wealth Management firm is looking for an experienced Compliance professional to step into the role of Head of Compliance and lead its compliance function. This is an outstanding opportunity for an experienced Compliance Manager , Senior Compliance Manager or Deputy Head of Compliance looking to progress into a Head of Compliance position within a growing, adviser-focused business. The Role As Head of Compliance , you will play a pivotal role in shaping the firm's compliance strategy while working closely with senior leadership to support the continued growth of the business. Key responsibilities include: Leading and developing the firm's compliance framework. Providing regulatory advice and guidance across the business. Overseeing Consumer Duty, SMCR, Training & Competence (T&C) and FCA regulatory requirements. Sitting on the Investment Committee, providing regulatory guidance and challenge. Delivering compliance and regulatory training to Financial Advisers and Paraplanners. Leading compliance monitoring, regulatory reporting and policy development. Building strong relationships with senior leadership, advisers and the FCA. Supporting the business with pragmatic, commercial compliance solutions. About You You'll ideally have: Previous experience in a senior compliance role within Wealth Management, Financial Planning or Financial Services. Strong knowledge of FCA regulation, Consumer Duty, SMCR and Training & Competence. Experience working with senior stakeholders and influencing business decisions. Level 4 Diploma qualified (or equivalent). The ambition and capability to step into a Head of Compliance role. What's on Offer Opportunity to progress into a Head of Compliance position. Senior leadership role with genuine influence. Hybrid working. Supportive, collaborative culture. Excellent long-term career prospects with a growing Wealth Management business. Apply If you're an experienced Compliance professional looking to take the next step into a Head of Compliance role, we'd love to hear from you. Apply today with your CV or contact us for a confidential discussion.

Our client, a successful boutique wealth manager, are seeking a client-focused industry professional to join their close-knit team. You will be given the opportunity to grow an established book of existing clients, providing a first class service at all times. All applicants must be qualified to Level 4 as a minimum, although it is likely you will be progressing towards Chartered status. You must have a minimum of three years' experience working in a similar capacity. You must be a great team player and be passionate about building great relationships with clients, colleagues and third parties. What's on offer? Competitive salary £DOE Discretionary Bonus Enhanced Pension Hybrid working (3 days a week from home) Excellent Career Prospects Requirements Level 4 Diploma - CII, CISI, LIBF all considered

Paraplanner Location: Sheffield Salary: Up to £45,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Sheffield who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £45,000 1 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Flexible working hours policy What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Our client, a leading name within global financial services, are seeking a sales-orientated, driven industry professional to join their UK Wealth Management division. As a Relationship Manager, you will build strong relationships with new and prospective investment clients. You will expected to provide a first class service to those using our clients' investment platform, and will work with Wealth Managers to help deliver financial planning services and increase market share. All applicants must be qualified to a minimum of Level 4. You must be client-centric and have a sales mindset and have relevant industry experience. What's on offer? Competitive salary £DOE Excellent benefits package including bonus, generous pension, PMI Hybrid working (3 days a week from home) Development pathway into an Wealth Manager London City offices Requirements Experience in UK Wealth Management environment (Client Services, Relationship Management/ Sales or Technical/Paraplanning) Level 4 Diploma - CII, CISI, LIBF all considered

We are working with an IFA in Meriden, Coventry who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £75,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Paraplanner Financial Planning Wealth Management Paraplanner £35,000 - £45,000 Near Wetherby, West Yorkshire Full Time Permanent An established, award-winning Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its growing Wealth Management team. This is an excellent opportunity for a Paraplanner looking to take a more hands-on role within the financial planning process. Unlike many Paraplanner positions, you'll work closely alongside Financial Advisers from the outset, attending client meetings, contributing to financial planning discussions and helping formulate client strategies-not simply writing reports. The Role Prepare suitability reports and recommendation letters. Conduct technical research across pensions, investments and protection. Attend client meetings alongside Financial Advisers. Assist in developing holistic financial plans. Support advisers throughout the advice process. Ensure all work meets FCA and compliance standards. Requirements Minimum Level 4 Diploma (DipFA, DipPFS or equivalent). Previous experience working as a Paraplanner within an IFA, Financial Planning or Wealth Management firm. Strong technical knowledge of pensions and investments. Excellent report writing and analytical skills. Experience of Intelligent Office, Xplan or similar back-office systems advantageous. What's on Offer £35,000 - £55,000 (DOE) Opportunity to attend client meetings and become an integral part of the advice process. Supportive, collaborative team. Hybrid working may be considered for the right candidate. Genuine long-term career development. If you're an experienced Paraplanner looking to progress your career within a highly respected Financial Planning firm, we'd love to hear from you.

Financial Planner Location; Leicester Salary Up to £80,000 + Bonus OTE £100K+ We are working with an IFA based in Leicestershire who are looking to bring on a new Financial Planner to manage a bank of 100 clients with a value of approximately £20m aum. As a Financial Planner you will provide an ongoing holistic financial planning service covering Investment, Pension, estate, trust and protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £80,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave + bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 + years in client facing financial advice position in the UK If the Financial Planner position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Paraplanner Location: Stamford Salary: Up to £50,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Stamford who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Are you an ambitious Financial Adviser looking to grow your client bank and maximise your earnings with the support of an established wealth management firm? This is an exciting opportunity to join a growing practice in Manchester, offering qualified appointments, an existing client bank and full back-office support, allowing you to focus on advising clients and growing your business. What's on Offer Existing client bank from day one. 10-15 qualified client appointments per month , with appointment numbers increasing as your conversion grows. Excellent commission structure with realistic OTE of £80,000-£100,000+ . Full paraplanning and administrative support - you focus on meeting clients and providing advice, while the support team takes care of the rest. PI insurance funded by the firm. Access to market-leading technology and adviser support. The opportunity to build your own client bank within an established and expanding business. About You Diploma qualified (Level 4). Ideally 1-3 years' experience as a Financial Adviser. Ambitious, driven and committed to building long-term client relationships. An existing client bank is advantageous, although advisers with restrictive covenants are encouraged to apply. If you're looking for a role where you can focus on advising clients, receive a steady flow of qualified appointments, and build a highly rewarding career with exceptional earning potential, we'd love to hear from you. Apply today for a confidential conversation.

Role Overview An established and growing financial planning firm is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity to join a client-focused business offering strong long-term career development, exposure to complex financial planning cases, and a collaborative working environment. The business has experienced significant growth in recent years and continues to invest heavily in its people, systems, and client proposition. The Role Working closely with Financial Planners and Advisers, you will play a key role in supporting the delivery of high-quality financial advice across pensions, investments, protection, and estate planning. Responsibilities will include: Preparing detailed and compliant suitability reports and recommendation letters Supporting annual client reviews and ongoing suitability assessments Conducting technical research across pensions, investments, tax wrappers, and protection products Liaising with providers to obtain policy information, valuations, and illustrations Assisting advisers with client meeting preparation and follow-up actions Maintaining accurate client records and ensuring FCA compliance standards are met Completing AML and identity verification checks Working collaboratively with advisers, administrators, compliance teams, and investment professionals Supporting process improvements and contributing to operational efficiencies Requirements Minimum 2 years' experience as a Paraplanner within a UK financial planning firm Level 4 Diploma qualified (DipPFS or equivalent) Strong technical knowledge across pensions, investments, protection, trusts, and estate planning Experience preparing suitability reports and supporting annual reviews Strong understanding of FCA regulations and compliance requirements Excellent communication, organisation, and report-writing skills Experience using financial planning and back-office systems Ability to manage workloads independently within a fast-paced environment Desirable Experience Exposure to M&A or acquisitive financial planning environments Experience with cashflow modelling and tax planning strategies Familiarity with high-net-worth or complex client cases Additional Information Hybrid working arrangement Excellent career progression opportunities Supportive and collaborative culture Competitive salary and benefits package Free parking and additional employee benefits available

Mortgage Administrator Fully Remote Quarterly Travel to Bath £25,000 - £28,000 + Bonus + Clear Progression Path An established and growing whole-of-market mortgage brokerage is looking to appoint a Mortgage Administrator to support its busy advisory team. This is an excellent opportunity for somebody with mortgage administration experience looking to join a supportive business with genuine long-term progression into senior operational or leadership positions. Key Responsibilities: Supporting advisers with the end-to-end mortgage application process Managing lender correspondence and progressing cases through to completion Chasing lenders, solicitors and clients for outstanding documentation Maintaining accurate CRM records and compliant case notes Assisting with packaging and submitting mortgage applications Providing excellent client service throughout the customer journey Requirements: Previous mortgage administration experience within a brokerage environment Whole-of-market experience highly desirable Strong organisational and communication skills Ability to manage multiple cases in a fast-paced environment Protection administration experience desirable but not essential Additional Information: Fully remote working Quarterly travel to Bath for team meetings Excellent company culture and supportive environment Clear progression pathway into senior leadership/operations over time

We are working with an IFA in Loughborough who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning. As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you. What's on offer? Salary up to £65,000 Bonus scheme on new and ongoing business Full Admin and Paraplanning support Hybrid work from home model 28 days annual leave bank holidays Generous benefits package Requirements Level 4 Diploma In Regulated Financial Planning 2 years in client facing financial advice position in the UK If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable. Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management

Paraplanner Location: London (City), Flexible office attendance (1-3 days per week) Salary: £50,000 - £70,000 Duration: Full time, Permanent We are working exclusively with a Boutique IFA based in The City who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW past and present legal professionals and has an average client size of around £4 million Due to the nature of the clients you will be involved in a wide range of cases including complex tax and trust planning. The firm uses an interesting mix of traditional financial planning and institutional investment techniques to create client portfolios that are predominantly passive. Key duties of the Paraplanner Preparing documentation for client review meetings Attending and minuting client and prospect meetings Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products. Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach, changes the range of outcomes. Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy. In time, for the right candidate, there is likely to be the opportunity to look after a number of their own clients. What's on Offer? Salary of up to £70,000 Flexible office attendance with no mandatory requirements 25 days annual leave + bank holidays, rising to 30 with service Potential to take on clients and move into an advisory role over time Study support Strong benefits package What's Next? If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours! Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services

The Office Administrator plays a key role in supporting the day-to-day operations of the office on a part-time basis, with flexibility around hours and times. This will be working with a small team in the office, and would suit a candidate working in a small office environment This position involves managing general administrative tasks, coordinating office supplies, handling commission statements and invoices, and preparing client contact packs. The role requires strong organisational skills, attention to detail, and the ability to work efficiently within agreed part-time hours. General Office Duties Manage incoming and outgoing correspondence (emails, post, telephone calls) Maintain accurate and up-to-date office filing systems Provide administrative support to team members as required Support other areas of the business as required Ordering Supplies Monitor office stock levels and place orders when required Liaise with suppliers to ensure timely, cost-effective delivery Maintain inventory records and support basic budget tracking Commission Statements & Payments Prepare and process commission statements for advisers Track payments and maintain accurate financial records Assist in reconciling and checking commission data where required Client Contact Packs Prepare and assemble client contact packs for meetings and reviews Ensure all documentation is accurate, compliant, and professionally presented Maintain consistency and quality in all client-facing materials Team Support & Coordination Assist with diary management, meeting arrangements, and internal communications Support the wider team with general administrative tasks Contribute to improving office processes and administrative efficiency Skills & Qualifications: Strong organisational and multitasking skills Excellent attention to detail and accuracy Proficient in Microsoft Office (Word, Excel, Outlook) Good communication and interpersonal skills Experience in financial services or office administration is desirable