At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Dec 12, 2025
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About the team 'I have been with Forvis Mazars for just over 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.' (David Baker, Partner and Head of Financial Planning) Forvis Mazars Financial Planning Forvis Mazars Financial Planning (FMFP) is one of the UK's leading Financial Planning businesses, providing independent financial advice to a diverse range of high-quality private clients. As part of the wider Forvis Mazars Group we have access to an extensive range of services offered by the international accountancy firm, allowing us a unique place in the market that sets us apart from other financial advisers and wealth managers. Roles & responsibilities Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner. Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards. A range of other tasks including cash flow modelling, tax calculations, liaising with product providers etc. Skills, knowledge and experience You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A 'solution' mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (level 4 diploma) and upwards What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: Various - This role can be based from our Birmingham Office , Edinburgh Office , Glasgow Office , Leeds Office , Leicester Office , London Office , Manchester Office , Milton Keynes Office , Nottingham Office or from our Sutton Office Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days 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
Dec 12, 2025
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days 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
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
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
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 seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
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 seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. 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 clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar 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 10, 2025
Full time
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 clients. The client bank consists of numerous business owners, as such their business mix includes corporate investments, inheritance tax planning, pension transfers, business relief investments, life insurances, bonds, venture capital trusts etc. In addition, the business utilises cashflow modelling for clients Our client has plans to grow their client bank and headcount and view the Paraplanner as a potential senior hire, as such there could be progression towards helping to mentor other team members in due course. The business would also be open to you having potential long-term progression into advice As the business is in a key new chapter, they would be looking for you to be working alongside the Director in the office 4 days per week Paraplanner Requirements You should be an experienced Paraplanner Individuals working towards or attained Level 4 Diploma in Financial Planning would be preferable You should be comfortable working within a small team that has ambitions to grow The Company This long established financial planning firm of over 30 years, is well respected for their professional and client focussed advice. The business is embarking upon their next chapter and looking to hire a Paraplanner who will be a key team member Paraplanner Benefits Salary of £45,000 - £50,000 depending on experience Typically, 4 - 5 days per week from their office (potential for 1 day from home) Support towards professional development through qualifications and additional training Locations Ongar 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 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 seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
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 seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties & Responsibilities Conduct comprehensive financial analysis to assist in the development of financial plans. Gather and organise client financial information, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections. Prepare and review investment proposals and reports for clients. Collaborate with advisors to develop and implement customised financial strategies. Stay abreast of industry trends, regulations and changes in financial markets. Conduct research on financial products and investment opportunities. Ensure compliance with regulatory requirements and company policies. Maintain accurate and up-to-date client records. Company compliance Ensuring all tasks are carried out within FCA regulatory requirements. Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process. Recording all correspondence. Ensuring that all dealings with clients are of an appropriate and entirely factual nature. Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Other Undertake all other duties as reasonably required and directed. Person Specification Qualifications To hold the CII Level 4 Diploma or equivalent - or working towards. Desire to work towards Chartered status will be fully supported. Knowledge and experience Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable). Ability to perform basic tax calculations. Experience of maintaining good working relationships in the delivery of financial advice services or similar environment. Ability to acquire, update and apply new skills and knowledge. Set own goals and want to deliver agreed targets. IT skills Competent IT skills, including Word, Excel and Outlook. Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes. Financial skills Ability to analyse financial issues and offer sound, reliable and professional advice. Ability to assess information, make comparisons and identify critical features. Ability to collate and present financial information. Ability to understand and analyse financial and non-financial data. Personal skills Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business. Professional integrity: The strength of character to explain a professional point while having empathy with a customer. Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers. Flexibility: The flexibility for and commitment to continual service development and improvement. Be able to work within defined business processes. This is a great opportunity to join a high profile organisation who offer development and progression. JBRP1_UKTJ
Location Northamptonshire Salary Circa 25,000 plus full study support (CII) Sector Financial Services Degree Discipline & Classification Degree educated Degree Discipline & Classification Degree educated UCAS Points N/A Job Ref TGR3143A About Our Client Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth. They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services. With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client. Our client is looking for a bright, conscientious individual to join them in a graduate entry position with exciting progression and full support for industry professional qualifications. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. Main Duties Valuations: Preparing client valuations - gathering details of client holdings and updating database accordingly. Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers. Scanning: As directed by team members, scanning documents to the correct location. Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day. File Maintenance: Setup of client files for Admin Team. Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client's details change. Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients. Diary maintenance: Ensure that client review meetings and valuation are setup in the diary. Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet. Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors. Skills Required Qualifications/Knowledge/Experience required Degree educated Knowledge of Word and Excel Be able to confidently communicate with clients, other team members via the phone and face to face. Personal Attributes Friendly Able to communicate well - both verbal and written Good organisational skills Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines Have a methodical, ordered, and structured approach to tasks and working with numbers. Exam Support Death in Service Health Cash Plan HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period HOURS OF WORK: Monday - Friday 09:00 to 17:00 - Office based 1 st stage phone/Teams 2 nd stage face to face with a task to complete HEALTH & SAFETY: No current issues to report on site Please complete the below web submission form and a consultant will be in touch soon.
Dec 09, 2025
Full time
Location Northamptonshire Salary Circa 25,000 plus full study support (CII) Sector Financial Services Degree Discipline & Classification Degree educated Degree Discipline & Classification Degree educated UCAS Points N/A Job Ref TGR3143A About Our Client Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth. They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services. With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client. Our client is looking for a bright, conscientious individual to join them in a graduate entry position with exciting progression and full support for industry professional qualifications. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. Main Duties Valuations: Preparing client valuations - gathering details of client holdings and updating database accordingly. Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers. Scanning: As directed by team members, scanning documents to the correct location. Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day. File Maintenance: Setup of client files for Admin Team. Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client's details change. Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients. Diary maintenance: Ensure that client review meetings and valuation are setup in the diary. Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet. Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors. Skills Required Qualifications/Knowledge/Experience required Degree educated Knowledge of Word and Excel Be able to confidently communicate with clients, other team members via the phone and face to face. Personal Attributes Friendly Able to communicate well - both verbal and written Good organisational skills Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines Have a methodical, ordered, and structured approach to tasks and working with numbers. Exam Support Death in Service Health Cash Plan HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period HOURS OF WORK: Monday - Friday 09:00 to 17:00 - Office based 1 st stage phone/Teams 2 nd stage face to face with a task to complete HEALTH & SAFETY: No current issues to report on site Please complete the below web submission form and a consultant will be in touch soon.
Ernest Gordon Recruitment
Auchterarder, Perthshire
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering specialist training, study support and ongoing progression? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Auchterarder Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane, Auchterarder Reference number: BBBH22424 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 09, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering specialist training, study support and ongoing progression? This company are a tight-knit financial advisory firm who have been established 15 years and are known for the first rate service they provide to a range of clients. Due to an ever increasing workload they are looking to grow their friendly team. In this varied role you will work closely with the advisors to provide project support. You will be responsible for writing reports, carrying out research and project work in addition to providing general support for the financial planners. This is an office based role where you will liaise with all of the tight-knit team of 7 in addition to clients with opportunities to develop to an advisor and beyond. This dynamic role would suit a paraplanner looking to kickstart their career within a growing company offering specialist training and a range of progression pathways. The Role: Support advisors with financial advisory projects Write reports, carry out research and cashflow modelling Liaise with colleagues and clients Use bespoke systems Monday-Friday 9am-5pm The Person: Paraplanner Looking to for an office based role Commutable to Auchterarder Paraplanner, Progression, Study Support, Clients, Advisor, Wealth Management, ACCA, ACA, Finance, Financial, Scotland, Central Belt, Perth, Stirling, Dunblane, Auchterarder Reference number: BBBH22424 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
Auchterarder, Perthshire
Junior / Trainee Paraplanner (Bespoke Advisory) £25,000-£30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, specialist t click apply for full job details
Dec 09, 2025
Full time
Junior / Trainee Paraplanner (Bespoke Advisory) £25,000-£30,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a looking to kickstart your career within Paraplanning in a tight-knit yet growing bespoke advisory who pride themselves on looking after and developing staff in a role offering full, specialist t click apply for full job details
Paraplanner (Progression to Financial 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 p
Dec 09, 2025
Full time
Paraplanner (Progression to Financial 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 p
Ernest Gordon Recruitment
Cambridge, Cambridgeshire
Paraplanner (Progression to Financial 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 p click apply for full job details
Dec 08, 2025
Full time
Paraplanner (Progression to Financial 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 p click apply for full job details
Ernest Gordon Recruitment
Auchterarder, Perthshire
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and dev click apply for full job details
Dec 08, 2025
Full time
Paraplanner (Bespoke Advisory / Study Support) £35,000-£45,000 + Office based + Full Training + Progression + Private Medical + Enhanced Pension + Funded Courses + Company Benefits Auchterarder Are you a Paraplanner or similar looking for an autonomous role where you will play a key part in the ongoing success of a tight-knit yet growing bespoke advisory who pride themselves on looking after and dev click apply for full job details
