113 jobs found

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors 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

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Cheshamoffices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client se click apply for full job details

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers. Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you. Financial Planner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status You must have experience providing financial planning to clients as a Financial Advisor You should have desire to be part of a growing team and take an active role in delivering growth for the business Financial Planner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mixture of working from their office, seeing clients and working from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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

This Paraplanner job in Ongar provides opportunity to join a well-established local financial planning firm You will be directly supporting the lead Financial Advisor alongside a few other support staff undertaking administrative duties. As the Paraplanner you will be focused on assisting the Advisor through undertaking excellent research and report writing to deliver quality service to client

Paraplanner - Hybrid Bath Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests. The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and profession

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners and some Administrators, together you

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

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.

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