Pay: £25,000.00-£26,000.00 per year Job Description: Kickstart Your Career in Financial Planning! Are you curious, ambitious, and ready to launch your career in the world of financial planning? Our client, a well-established and client-focused financial planning firm, is looking for a bright school leaver to join their supportive and collaborative team click apply for full job details
Dec 11, 2025
Full time
Pay: £25,000.00-£26,000.00 per year Job Description: Kickstart Your Career in Financial Planning! Are you curious, ambitious, and ready to launch your career in the world of financial planning? Our client, a well-established and client-focused financial planning firm, is looking for a bright school leaver to join their supportive and collaborative team click apply for full job details
Paraplanner London Full Time £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning click apply for full job details
Dec 11, 2025
Full time
Paraplanner London Full Time £33,000-£40,000 per annum Our client is a London-based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning click apply for full job details
Dynamite Recruitment are supporting in the recruit of a highly organised Client Support Administrator to join a financial planning firm in Wimborne. To assist the financial advisers and ensure clients receive an exceptional level of service. This role involves diary management, business processing, and maintaining accurate records within internal systems. Key Responsibilities Schedule annual reviews and client meetings. Prepare meeting packs and complete AML/ID checks. Process new business, replacement cases, fund switches and encashments. Liaise with advisers, paraplanners, and admin centres to progress cases. Handle day-to-day client and adviser requests. Ensure all work meets compliance and quality standards. Participate in internal meetings and maintain required training. About You Experience in financial services administration (preferred). Excellent organisation, attention to detail, and communication skills. Ability to work independently and within a team. Professional, client-focused, and able to manage confidential information. Strong IT skills and willingness to learn. £24,000 - £30,000 DOE Office Based, Wimborne Exam support & internal development opportunities Free parking
Dec 11, 2025
Full time
Dynamite Recruitment are supporting in the recruit of a highly organised Client Support Administrator to join a financial planning firm in Wimborne. To assist the financial advisers and ensure clients receive an exceptional level of service. This role involves diary management, business processing, and maintaining accurate records within internal systems. Key Responsibilities Schedule annual reviews and client meetings. Prepare meeting packs and complete AML/ID checks. Process new business, replacement cases, fund switches and encashments. Liaise with advisers, paraplanners, and admin centres to progress cases. Handle day-to-day client and adviser requests. Ensure all work meets compliance and quality standards. Participate in internal meetings and maintain required training. About You Experience in financial services administration (preferred). Excellent organisation, attention to detail, and communication skills. Ability to work independently and within a team. Professional, client-focused, and able to manage confidential information. Strong IT skills and willingness to learn. £24,000 - £30,000 DOE Office Based, Wimborne Exam support & internal development opportunities Free parking
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role: General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person: Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference: 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Dec 11, 2025
Full time
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role: General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person: Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference: 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website. JBRP1_UKTJ
Ernest Gordon Recruitment Limited
Cambridge, Cambridgeshire
Paraplanner (Progression to Advisor) Cambridge 35,000 to 45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role : General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person : Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference : 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Dec 11, 2025
Full time
Paraplanner (Progression to Advisor) Cambridge 35,000 to 45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, study support, hybrid working and more great benefits? Do you want to join a well-established and respected financial firm, going from strength to strength with their high staff retention rate and excellent service, placing high value in their employees, offering great company benefits, clear routes to progress your career, hybrid working and more? On offer is a fantastic opportunity to join a client focused and growing firm, specialising in a range of financial services across the UK, looking to grow their expert and friendly team. With over 10 years of establishment and over 100 employees, this business is continuing to expand, reaching new clients and investing in their team, offering great benefits and chances to progress your career. In this role you would be responsible for assisting and supporting the advisors with research, report writing and administrative support to clients. The ideal Paraplanner would have come from a similar background, with experience in financial services and would be Level 4 qualified, similar or working towards. The Role : General assistance and providing support to the advisors Preparing reports and conducting financial analysis The Person : Experience in a Paraplanner role or similar Level 4 qualified or working towards Looking to join a growing company Reference : 22648 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Dec 11, 2025
Full time
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset. Following a strong period of growth, we are seeking an experienced full-time para planner to join our growing team at our head office, which is between Wimborne and Ferndown. Full support will be provided by the existing para planners and the internal compliance team as well as access to the in-house expertise of our tax specialists. The successful candidate will work with our Financial Planners on their high net worth client bank and the advice will cover a wide range of issues including investment planning, trusts and estate planning, retirement planning and equity release. A broad knowledge in these areas is required. We are offering a competitive basic salary plus bonus and other benefits. After successful completion of the probation period, we would be prepared to offer a hybrid working arrangement. Full study support is also provided and you will demonstrate your commitment to professional development by studying professional qualifications as required. Essential Key Skills 5+ years para planning experience Level 4 Diploma qualified in financial planning Understanding of the full financial planning process Strong technical knowledge and the ability to simplify the complex areas of advice Ability to work within defined business processes Ability to achieve agreed outcomes without supervision Ability to multi-task and prioritise effectively to deliver work within agreed timescales Articulate in communication Excellent inter-personal skills, both written and verbal, with team members, providers and clients. Good IT skills with working knowledge of MS Office Experience working with financial services research tools including FE Analytics Excellent report writing skills with high attention to detail and accuracy Ability to work independently and in a team Personal Attributes A positive, friendly, service orientated person with a can do attitude who is aware of the important role played by a Para planner in providing financial advice Honesty, integrity and ability to maintain confidence and confidentiality are key attributes Hard working and responsive to the need to deliver a high quality support service Attention to detail and exceptionally high standards of work REF- JBRP1_UKTJ
Dec 11, 2025
Full time
Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset. Following a strong period of growth, we are seeking an experienced full-time para planner to join our growing team at our head office, which is between Wimborne and Ferndown. Full support will be provided by the existing para planners and the internal compliance team as well as access to the in-house expertise of our tax specialists. The successful candidate will work with our Financial Planners on their high net worth client bank and the advice will cover a wide range of issues including investment planning, trusts and estate planning, retirement planning and equity release. A broad knowledge in these areas is required. We are offering a competitive basic salary plus bonus and other benefits. After successful completion of the probation period, we would be prepared to offer a hybrid working arrangement. Full study support is also provided and you will demonstrate your commitment to professional development by studying professional qualifications as required. Essential Key Skills 5+ years para planning experience Level 4 Diploma qualified in financial planning Understanding of the full financial planning process Strong technical knowledge and the ability to simplify the complex areas of advice Ability to work within defined business processes Ability to achieve agreed outcomes without supervision Ability to multi-task and prioritise effectively to deliver work within agreed timescales Articulate in communication Excellent inter-personal skills, both written and verbal, with team members, providers and clients. Good IT skills with working knowledge of MS Office Experience working with financial services research tools including FE Analytics Excellent report writing skills with high attention to detail and accuracy Ability to work independently and in a team Personal Attributes A positive, friendly, service orientated person with a can do attitude who is aware of the important role played by a Para planner in providing financial advice Honesty, integrity and ability to maintain confidence and confidentiality are key attributes Hard working and responsive to the need to deliver a high quality support service Attention to detail and exceptionally high standards of work REF- JBRP1_UKTJ
Premier Jobs UK Limited
Bromsgrove, Worcestershire
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other. Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000 - £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 11, 2025
Full time
This Paraplanner job in Bromsgrove provides hybrid working and opportunity to join a leading independent financial planning firm. As a Paraplanner within this team you will be assigned Financial Advisors to support with a dedicated team of Administrators, enabling you to build close working relationships and have a great understanding of each other. Paraplanners in this team enjoy the role as it provides a variety of cases, product types and levels of complexity, keeping the role interesting and varied. Your duties as a Paraplanner will include: Undertaking research as part of the financial planning review process Prepare and deliver suitability reports including complex cases, utilising templates and also creating bespoke reports where appropriate Analysing existing investment portfolios and providing comparison to suitable benchmarks Prepare and interpret complex information as part of the review process Research and review new and existing legislation to ensure your knowledge remains fresh Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold your Level 4 Diploma in Financial Planning or be working towards this You should have experience in undertaking financial planning research and preparing accurate suitability reports Experience within an IFA environment would be preferred Paraplanner Benefits Salary of £34,000 - £46,000 depending on experience 3 days office based in Bromsgrove and 2 days from home Varied working times available of 8am - 4pm, 9am - 5pm or 10am - 6pm to suit your schedule Plus comprehensive benefits including, contributory pension scheme, DIS, discretionary bonus after full year's service, option to buy and sell holiday, plus birthday off and additional holiday days for long service, Christmas and summer parties, health and wellbeing resources, shopping discounts The business is committed to professional development for their team and will be open to facilitating your career plans Locations Bromsgrove Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Ernest Gordon Recruitment
Cambridge, Cambridgeshire
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, st click apply for full job details
Dec 11, 2025
Full time
Paraplanner (Progression to Advisor) Cambridge £35,000 to £45,000 + Hybrid Opportunities + Company Pension + Career Progression + Study Support Are you a Paraplanner, Level 4 qualified or similar, looking for a new role within an ambitious and growing company known for their excellent reputation and taking care of their valuable staff by offering career progression opportunities, company pension, st click apply for full job details
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Dec 10, 2025
Full time
Overview A fantastic opportunity has arisen for a Advisor Support professional to join a growing financial planning team. The role will involve providing day-to-day administrative and client service support to financial advisers and paraplanners, ensuring a smooth client journey and the efficient processing of business. Key Responsibilities Provide daily administrative support to two financial advisers and their paraplanners. Maintain and update the client database, processing new business efficiently. Implement financial advice and ensure compliance with FCA regulations. Assist in developing financial planning propositions, including new processes and systems. Liaise with product providers and clients to ensure effective communication and service delivery. Draft basic reports and handle general office duties (e.g., answering calls). Adhere to and maintain knowledge of all applicable legislation, including the FCA Handbook. Participate in team and company-wide projects, taking on additional tasks when required. Desired Skills & Experience Minimum 1 year of experience in financial services administration. Strong understanding of FCA regulations and compliance requirements. Excellent communication and organisational skills. Ability to work independently and collaboratively within a team. Strong attention to detail, able to work well under pressure and meet deadlines.
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 10, 2025
Full time
Financial Services Administrator Location: Liverpool City Centre Salary: Up to 30,000 (DOE) Hours: Monday to Friday - 37.5 hours per week Contract: Full time, permanent We are seeking an experienced Financial Services Administrator to join a professional team in Liverpool City Centre. This role offers an excellent opportunity for someone with UK financial services experience to play a pivotal part in supporting advisers, managing client administration, and contributing to the overall efficiency of the team. The ideal candidate will have previous experience within an administrative support role within the financial services industry (previous experience within an IFA Administration role would be advantageous). Key Responsibilities: Act as the first point of contact for clients and providers. Handle client queries with professionalism and empathy. Prepare and maintain accurate client records, valuations, and performance summaries. Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions. Support implementation of investment, pension, and estate planning cases. Build and dispatch review packs and suitability letters with precision. Manage back-office systems and ensure clean, accurate data. Liaise with advisers, paraplanners, clients, and providers to keep cases moving. What's On Offer: Salary up to 30,000 (DOE). 33 days holiday (including Bank Holidays). Pension scheme with employer contributions. Full support toward exams and professional development. A values-led culture that puts people and clients first. A growing firm full of opportunity where your work truly matters. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submis click apply for full job details
Dec 10, 2025
Full time
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submis click apply for full job details
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
Dec 10, 2025
Full time
Trainee Financial Planning Administrator Location: Manchester Salary: £25,000 - £30,000 + bonuses (last year 8% of salary, paid half-yearly) Working Pattern: 1 day WFH, remaining days in office Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point. You'll begin in administration, learn how an SJP Practice runs, build technical knowledge, and start working toward your qualifications. With time, you'll grow into paraplanning and, if you choose, move toward becoming a fully-fledged Adviser. And yes - all exams fully funded. Materials, fees, study support. The lot. What you'll be doing Supporting advisers and paraplanners with day to day admin Preparing client documents, reports, and meeting packs Keeping client records accurate and up to date Learning the technical foundations of financial planning Handling applications and communicating with providers Updating the CRM (Salesforce) and helping the team run smoothly Building confidence on the phone with clients What you'll bring A sharp eye for detail and an organised approach Strong communication skills A genuine interest in financial planning A positive mindset and willingness to learn Comfort with Microsoft Office (Salesforce training provided) Some admin experience helps, but attitude is what matters And the pathway ahead? Level 4 Diploma fully funded Structured development into paraplanning Opportunity to progress into advising if that's where you want to go Regular check ins and coaching tailored to your goals If you want a role where learning is constant, your work actually matters, and your future is taken seriously, this could be exactly the place to start.
We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases
Dec 10, 2025
Full time
We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases
Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset click apply for full job details
Dec 10, 2025
Full time
Paraplanner Location: Ferndown Salary: from £35,000 depending on experience Ward Goodman are a leading Financial Planning & Accountancy practice with three offices across Dorset. The Ward Goodman Financial Services team also operate highly successful joint ventures with two of the largest law firms in Dorset click apply for full job details
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
Dec 10, 2025
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 10, 2025
Full time
Paraplanner Hybrid working -home working blended with office workingfromany of our South region office bases (Plymouth, Salisbury, Amersham, Oxford, London, Bristol) 12 month fixed-term contract, with the potential to be made permanent Excellent benefits package (see below for full details) Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients.Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients.As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values. On a day-to-day basis you can expect to be: Undertakingresearch and analysis of suitable products in line with the Financial Planner's recommendations. Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. Utilisingresearch tools for technical and tax calculations. Acting as the initial point of contact for Planner queries. To be successful in the role you will need: A minimum of 2 years Paraplanning experience To be qualified to Level 4 or above. Have a detailed knowledge of pensions, investments and estate planning. Be articulate in both verbal and written communication. What you can expect from us A competitive basic salary , annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £450 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events. Group Income Protection Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
Dec 10, 2025
Full time
Overview Overview: An excellent opportunity has arisen for an experienced Paraplanner to join a dynamic financial planning team. The role is ideal for someone with strong technical knowledge who enjoys research, writing suitability reports, and supporting advisers to deliver the best possible client outcomes. Core Responsibilities Draft clear, compliant, and client-friendly suitability letters across a wide range of advice areas (pensions, investments, retirement planning, IHT planning, VCTs, and EISs). Analyse client situations and work with advisers to design tailored financial planning strategies. Research financial products and solutions to meet client objectives. Ensure advice is implemented accurately by working with the administration team. Maintain accurate client records and ensure documentation is saved appropriately. Support advisers in occasional client meetings, including presenting cashflow forecasts. Act as a point of contact for technical queries. Contribute to improving processes, systems, and best practice across the team. Stay up to date with industry developments by attending technical seminars and sharing insights with colleagues. Previous experience as a Paraplanner in financial services. Strong technical knowledge of financial planning products and compliance requirements. Skilled in research, report writing, and analysing client needs. Familiarity with cashflow modelling tools and financial planning software (e.g., Voyant, FE Analytics, MS Office). Excellent communication skills, both written and verbal, with the ability to simplify complex advice. High attention to detail, strong organisational skills, and the ability to manage workload effectively. Positive, proactive, and solutions-focused approach.
Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses. They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients. Role Overview: As a Trainee Paraplanner , you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications. This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess: A genuine interest in financial planning and wealth management. Strong attention to detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills. A proactive, positive attitude with a willingness to learn. Strong organisational skills and the ability to work independently or as part of a team. A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook). Recent graduates keen to progress within the financial services industry. Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.) Qualifications: No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage. The benefits of this role include: A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company) A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 10, 2025
Full time
Trainee Paraplanner Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities An excellent opportunity to join a dynamic and growing financial advisory firm based in Liverpool, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses. They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients. Role Overview: As a Trainee Paraplanner , you will work closely with experienced financial advisors, assisting in the preparation and delivery of financial advice. This is an excellent opportunity for someone looking to start a career in financial planning, as you will receive full training and support while working towards your Level 4 Diploma in Financial Planning and Paraplanning qualifications. This role is ideal for someone with a strong interest in finance, attention to detail, and a desire to build a long-term career in the financial services industry. About You: We are looking for a motivated and detail-oriented individual who is eager to learn and develop within the financial planning profession. The ideal candidate will possess: A genuine interest in financial planning and wealth management. Strong attention to detail and the ability to manage multiple tasks simultaneously. Excellent written and verbal communication skills. A proactive, positive attitude with a willingness to learn. Strong organisational skills and the ability to work independently or as part of a team. A good working knowledge of Microsoft Office Suite (Excel, Word, Outlook). Recent graduates keen to progress within the financial services industry. Experience working in a different industry where you have demonstrated similar skills in attention to detail and analysis (legal, insurance, financial etc.) Qualifications: No prior experience in paraplanning is required, but any relevant qualifications or interest in financial services would be an advantage. The benefits of this role include: A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company) A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
Dec 10, 2025
Full time
This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers. Role Objective They are se
