79 jobs found

Alexander Lloyd are partnered with an Expanding Software firm who are looking for an experienced Pensions Implementation Consultants on an initial 8 Month contract to assist on a New Business Project! The experience we are looking for: Experience in implementing software systems Adaptable and agile Be a responsible and reliable professional, with a consultative approach An understanding of business processes and workflows Ability to learn new technologies quickly The ability to prioritise, meet deadlines and deliver rapid outcomes Confidence to adapt and learn new programmes and systems Excellent verbal, written communication and organisational skills High degree of numeracy Pension calculations implementation Defined Benefit and Defined Contribution calculations experience Configuring or developing pensions or financial services software Microsoft - full Suite Use of Microsoft SQL Server Management Studio Experience of T-SQL We are in need of somebody able to start in April 2026, chance of extension in 2027. Inside IR35. Please quote 52228 when calling Aaron at Alexander Lloyd. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Our client is a National Chartered IFA firm and they are currently looking for an experienced Paraplanner to join the Chester office This role will allow a Hybrid option of 2 days from home and 3 in the office We will consider part qualified Paraplanners as long as you are experienced writing suitability reports Base to £45000 plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral

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

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

We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK's leading wealth managers, managing £15 billion in client funds. Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant. The ideal candidate will: Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status. Have a minimum of 3-4 years' experience in a similar role. Demonstrate a strong understanding of the financial planning process and associated compliance requirements. Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time. Possess experience in report writing and be technically proficient across all areas of financial planning. Be skilled in using financial planning tools, financial modeling, and back-office software. Thrive in a team environment and be confident in interacting with clients and providers. Act as a main point of contact, effectively handling technical queries from clients and other stakeholders through excellent communication skills. Role Highlights: This position is within the International team, which now manages $1 billion in client funds. The team works with clients who typically have a minimum of £3 million in investable assets, with cases often involving international elements. The firm has the necessary authorizations to provide advice across Europe, Asia, and the US, offering clients a one-stop shop for managing their funds globally.This role offers the chance to work on complex, high-level cases and build expertise in this specialist area. There's also a strong emphasis on client interaction, which sets it apart from many paraplanning roles. One current Paraplanner shared that they've experienced a significant step-up in the level of responsibility and client engagement compared to previous roles. Package: The base salary is in the region of £50,000 - £55,000, with discretionary bonuses. The benefits package is comprehensive and includes excellent longer career development opportunities. Hybrid working is 3 days in the office and 2 from home. This is a great fit for someone who is hardworking, ambitious, and confident in developing relationships with high-net-worth clients. The firm rarely sees turnover, highlighting its strong culture and supportive environment for those looking to advance their careers in wealth planning.

Are you looking for a Paraplanning role in the Norwich area. My client is a well-established Financial Planning firm with an excellent working environment, where you will feel well looked after and valued as part of an established and positive team. My client based on the outskirts of Norwich, they have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company's research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher

My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Specifically you'll be responsible for: Work closely with IFA and Paraplanner to deliver quality suitability reports to clients To understand client needs and objectives based on the information provided by the Paraplanner and IFA To prepare clear, succinct and effective suitability reports that include all the issues that the client should be aware of with firm conclusions and recommendations To regularly check work, ensuring all details are correct to maintain a high level of accuracy and a low level of errors within an agreed deadline To provide the IFA with fund switch reports and GIA to ISA reports. Ensuring that all files are fully compliant and finished. Dealing/replying to all remedials within prompt timescales. Input and maintain quality records on our client practice management system, Intelligent Office Ensure all new business applications are submitted within timescales. Amend Service Case/Binder/Opportunity for all new business and upload relevant documents in the correct binders. Managing client queries, working alongside the Administrator to ensure client interaction is seamless. Cover for Administrator when not in the office. To follow all processes and procedures for the Report Writer and Administrator role Attend and take an active role in team meetings Maintain your knowledge of the Company and competitors' products. Observes business etiquette and confidentiality at all times. Uses initiative with regard to office tasks and functions, manages and prioritises his/her own workload in consultation with the IFA and paraplanner. The job holder is responsible for his/her own health and safety. The job holder will attend training courses and other team events as required. The job holder will carry out such other reasonable tasks that may from time to time be allocated. We are ideally seeking a candidate who has around 2-3 years minimum experience working as an Administrator for a Financial Advisory firm, who also has around 1 years experience of being involved with the creation / production of Suitability Reports for Financial Advisers. It would be to your advantage if you are studying towards a Level 4 Diploma in Financial Advice and if you have experience using Intelligent Office. You will be a team player with excellent communication skills and good knowledge of Microsoft products, Word, Excel, Outlook etc. A great salary is offered with the role, as well as the opportunity to progress with exams and qualifications.

Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policies Tax calculations Construct appropriate solutions for clients and make recommendations in conjunction with the advisers Write suitability reports for cases of varying complexity Run cashflow models for clients Be a point of contact for technical queries for colleagues and advisers Communicating with clients on research and report timescales Attend client meetings where required Helping to train other members of the team Potentially getting involved in some project work to further improve our systems and processes Leading Pod meetings Undertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connectionsand a natural problem solver. The role may suit an able career paraplanner who does not wish to beclient facing but does want to be a key individual within a thriving business. They will: Demonstrate a strong technical knowledge and understanding of all financial products Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status Have a minimum of 3 years' experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be a good team player Excellent communication skills, both verbally and in writing Be comfortable with working in a fast-paced environment Be organised and able to manage a busy workload This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staff and the opportunity to grow and your career. They also offer hybrid working with only 2 days required in the office weekly.

NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Brighton, Sussex We need fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £40-50000 dependent on experience and qualifications After initial training the client will allow Hybrid working but you will still need to be accessible to the local office Feel free to call Jason at Astral for more details as we have Paraplanner roles across Sussex

The Opportunity: The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports. Standard responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable Create and lead training for other groups within the firm as needed Work on ad hoc projects to improve the efficiency of the Group Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Your Qualifications: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment Very strong understanding of core Fisher portfolio management philosophies and Financial Planning principles Exceptional understanding of client suitability This is an excellent opportunity to join a business with excellent career development opportunities provided. Flexible working is also available.

One of the UK's leading Wealth Management firm is seeking to recruit a CF30 Paraplanner to work closely with their extensive book of Private Clients. You will join a dynamic team responsible for analysing prospective client portfolios and providing regulated financial advice. Reporting to the Team Leader, your main responsibilities will include formulating asset allocation recommendations and writing suitability reports. Key Responsibilities: Assess prospective client portfolios to determine suitable asset allocation recommendations Review and develop financial plans for clients with specialized needs Evaluate pension and investment bond arrangements for transfer suitability Provide training to other team members as needed Contribute to projects aimed at improving team efficiency Ensure compliance with regulatory requirements for providing financial advice Requirements: Bachelor's degree or equivalent experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferred Minimum 3 years of experience in financial services Strong organizational and time-management skills Ability to work well under pressure in a fast-paced environment Excellent understanding of financial planning principles and client suitability On Offer: Salary in region of £50,000 - £60,000 28 days holiday plus option to buy further days Bi-annual bonus Enhanced maternity pay package Retirement pension plan with company contributions Gym subsidy and emotional well-being services Ongoing training and career development opportunities Hybrid working An excellent opportunity to join a prestigious name in the wealth management sector who can offer stability and genuine longer term career development opportunities.

Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations. Specifically you will be responsible for: Preparing analysis of client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid's compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing. A great salary and working environment is offered along with a great benefits structure as below: A full-time position Up-to £38,000 gross per annum 20 days holiday entitlement + bank holidays Annual pay review with performance linked pay increases 9-5.30pm, access to flexible working hours when required Group Pension scheme Reach your career goals with outstanding training and progression, including internal and external training programmes Full sponsorship for financial advice qualifications Study days for relevant examinations Access to free financial advice and support Cycle to Work Scheme Company social events

Alexander Lloyd are seeking an experienced Pension Calculations Analyst to develop, maintain, enhance, and rigorously test pensions and benefits calculation software and tools used across the business. This role plays a vital part in ensuring members receive accurate benefit payments and supporting continuous improvement in calculation processes. As part of a dedicated systems and calculations team, you will contribute to both enhancement initiatives and statutory change delivery. You'll collaborate closely with a variety of internal stakeholders- including Pensions Technical and Policy teams, Administration teams, and Process Assurance functions- to understand the scope of planned changes, assess risks, and evaluate wider business impacts. Key responsibilities include: Designing and executing test plans to ensure calculation accuracy Investigating and documenting issues, providing clarity and guidance to suppliers Supporting live calculations assurance Maintaining strong audit trails through clear documentation Assessing impacts of regulatory or scheme changes on calculation processes About YouWe are looking for someone with strong technical understanding of Defined Benefit pensions, including CARE schemes, and knowledge of member benefit calculation processes. Experience with Defined Contribution schemes is an advantage. This is an excellent opportunity for someone with a pensions industry background who enjoys problem-solving, accuracy, and contributing to high-quality member outcomes. Please quote 52020 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Would you like to work for a leading Pensions Consultancy and their growing Pensions Data Solutions team? This is a senior, client-facing role focused on helping UK Pension schemes resolve complex data challenges. You'll lead the delivery of Pensions data projects, oversee project teams, and act as a trusted adviser to trustees and senior stakeholders, working across a diverse portfolio of Pension schemes. The role Build and execute Pensions data strategies that deliver strong client outcomes Lead and oversee multiple Pensions data projects simultaneously (assess, cleanse, create and remediate data) Act as a trusted adviser to trustees, Pension managers and key stakeholders Deliver high-quality client reports and presentations on technical Pensions data issues Build strong working relationships with administrators, actuaries, legal advisers and internal teams Scope, cost and support new project opportunities while balancing commercial and client priorities What we're looking for Strong consulting and stakeholder management skills Excellent knowledge of UK Defined Benefit Pension scheme provisions and legislation Experience delivering Pensions data projects and presenting to clients Ability to manage multiple workstreams and lead project teams Strong Excel and PowerPoint skills, with the ability to communicate technical material clearly Why consider this opportunity? Work on complex, high-impact Pensions data projects Lead innovative data solutions for a wide range of Pension schemes Supportive, collaborative environment with strong career development opportunities Competitive benefits package and flexible working arrangements If you're a technically minded Pensions professional looking to step into a senior, influential role, or know someone who might be, please do apply or message me directly! Please quote 52201 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start

Our client is a successful and established IFA firm based in Brighton and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £28000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start

y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance. We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports. Researching and producing client recommendations. Writing reports as directed Providing technical support and back up to the Directors. Carrying out client portfolio reviews. Providing analysis and detailed research for pension transfers and retirement reports. Keeping up to date with legislation changes and FCA requirements. To assist with the smooth running of the Department to support the Directors and comply with the compliance procedures for the Company. We are seeking an experienced Paraplanner with 2+ years experience working within Paraplanning and Writing Suitability Reports. You should be experienced at completing Client Reviews, as the focus of this role is on the Review side, rather than on New Business. Ideally you will be Level 4 Diploma qualified, or be very close to achieving your Diploma, coupled with the relevant Paraplanning experience required. This role is predominantly Office based, however there may be the opportunity to be working 1 day a week from home. A great salary and working environment is offered for the role.

My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning. We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for: Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts; Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling; Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings. We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning. You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.