53 jobs found

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details

Senior Mortgage Administrator / Mortgage Paraplanner Are you a seasoned mortgage professional looking for a dynamic and rewarding role? We are seeking a Senior Mortgage Administrator / Mortgage Paraplanner to a growing HNW brokerage in Oxfordshire. This is a great opportunity for someone who is CeMAP qualified and eager to leverage their expertise in a pivotal role. Whether youre an experienced Mort

Paraplanner Salary Range: £40K-£65K pa Location: working from home Working days/ hours: flexible depending on the candidate An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service. Our existing paraplanner has needed to step back her days, so we have a need for your expert help. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening. We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive. We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings. Required Experience: Hold at least level 4 status and ideally be looking to keep going. Have experience of using Intelligent Office, FE Analytics & cashflow software. We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can. In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details

Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus st click apply for full job details

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning click apply for full job details

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details

Client Administrator Location: Office-based- Leicester Hours: Monday - Friday, 9:00 am - 4:30 pm Salary :25k We are currently recruiting on behalf of our client for a Client Administrator to join their growing team. This is a fantastic opportunity to join a professional and supportive business within the financial services sector. The successful candidate will work closely with the Paraplanning Manager , supporting the day-to-day administration of client enquiries while also assisting Paraplanners and Financial Advisers with administrative tasks. Key Responsibilities Supporting the Team with day-to-day client administration Producing reports and preparing client documentation Booking and organising client meetings Chasing product providers for updates and information Keeping clients updated on the progress of both new and existing applications Providing administrative support to the Paraplanning team Assisting Financial Advisers with day-to-day requests General office administration duties The Ideal Candidate Strong administrative and organisational skills Excellent communication skills close attention to detail Ability to manage multiple tasks and deadlines A proactive and team-oriented approach This is an excellent opportunity for someone looking to build their career in a client-focused financial services environment , working within a collaborative and supportive team. About Precision People Precision People is a leading recruitment agency that specializes in sourcing top talent for Engineering, Technical, Sales, and Senior Management roles across a wide range of industries. With a focus on precision and quality, their team of expert recruiters works tirelessly to match the best candidates with the right employers, ensuring that both parties benefit from a successful partnership. Precision People has the expertise and resources to help you find the perfect role. With a deep understanding of the industry and a commitment to excellence, they have built a reputation for delivering exceptional results and exceeding their candidates' expectations. Interested? To apply for the client administrator position, here are your two options: "This is the job for me! When can I start?" - Call now and let's talk through your experience. Ask for Kirsty Reeves on (phone number removed) between 8.00am - 5.00pm. "I think I'm right for this position, but I'm not sure I have enough to get an interview" - Click "apply now" so I can read your CV and let you know. PPTP

Overview Our client are seeking an experienced and technically capable Paraplanner to support their Financial Advisers in delivering high-quality financial planning advice to clients. The successful candidate will play a key role in conducting research, preparing suitability reports, and ensuring all advice meets regulatory and compliance standards. This role is ideal for a detail-oriented professional with strong technical knowledge of financial planning, investments and pensions who enjoys working in a collaborative advisory environment. Key Responsibilities Conduct detailed research across financial planning products including pensions, investments, protection and tax-efficient solutions. Prepare comprehensive and compliant suitability reports and financial planning recommendations. Analyse client financial information including assets, liabilities, income and expenditure. Assist advisers in developing financial strategies tailored to individual client objectives and risk profiles. Carry out technical calculations and product comparisons to support advice recommendations. Ensure all client documentation and files meet regulatory and compliance standards. Liaise with product providers, investment platforms and other third parties as required. Work closely with advisers and administrators to ensure recommendations are implemented accurately and efficiently. Maintain up-to-date knowledge of financial planning regulations, products and market developments. Skills & Experience Previous experience in a Paraplanner or Technical Financial Planning role. Strong knowledge of pensions, investments, tax planning and financial planning strategies. Experience preparing suitability reports and conducting technical research. Excellent analytical and problem-solving skills with strong attention to detail. Strong written communication skills with the ability to produce clear and accurate reports. Ability to manage multiple cases and work to deadlines. Qualifications Diploma in Financial Planning (CII Level 4) or working towards completion. Financial services experience within an IFA or wealth management environment.

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details