Our client is looking for a Junior Financial Adviser to join their expanding team, based in London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If this applies to you and you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity. As a Financial Consultant you will be expected to build long term relationships with clients and ensure that the clients' interests are a priority. Advice provided to clients should help them to make well informed decisions regarding all aspects of financial planning. This role is responsible for the client experience and engaging resources to deliver a complete wealth management solution. You will also be expected to contribute to the company's culture by upholding its values and be willing to help colleagues. Principle Duties Provide an excellent and consistent standard of financial advice to existing and prospective clients Maintain the reputation of the company by practicing the highest standards of conduct when dealing with clients Use proprietary tools and reports to enhance the quality of advice to both prospective and existing clients Meet with prospective clients with the aim of converting into long standing clients Adhere to General Data Protection Act (GDPR) when dealing with client data Keep up to date with FCA regulations, products and polices, and understand the impact of any changes on clients Build a detailed picture of the client's financial circumstances (through dialogue and desk research) to provide the client with ideas and opportunities to maximise the value of the client's current and future net worth Maintain ongoing relationships with clients using Salesforce in addition to other tools Person Specification Level 4 qualified (or in the final stages of becoming qualified) Strong moral values Professional conduct and appearance Thrives in a sales environment Strong desire for professional development Passionate about building long term relationships with clients Demonstrable success in a previous role Highly motivated, driven and commercial Experience within financial services preferable but not essential Ambitious with a focus on client service and generating new connections Demonstrable experience of building rapport and interacting with clients effectively Evidence of client relationship management and identifying new opportunities Excellent organisational and communication skills Ability to manage multiple senior stakeholders and reporting requirements Ability to use initiative to problem solve Adaptable to change in a fast paced environment Committed to advocating and encouraging an inclusive and diverse team culture Ability to promote an open and considerate culture IT proficient including Office 365
Apr 03, 2026
Full time
Our client is looking for a Junior Financial Adviser to join their expanding team, based in London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qualification. If this applies to you and you are a highly motivated individual with excellent communication skills, then this may be the perfect opportunity. As a Financial Consultant you will be expected to build long term relationships with clients and ensure that the clients' interests are a priority. Advice provided to clients should help them to make well informed decisions regarding all aspects of financial planning. This role is responsible for the client experience and engaging resources to deliver a complete wealth management solution. You will also be expected to contribute to the company's culture by upholding its values and be willing to help colleagues. Principle Duties Provide an excellent and consistent standard of financial advice to existing and prospective clients Maintain the reputation of the company by practicing the highest standards of conduct when dealing with clients Use proprietary tools and reports to enhance the quality of advice to both prospective and existing clients Meet with prospective clients with the aim of converting into long standing clients Adhere to General Data Protection Act (GDPR) when dealing with client data Keep up to date with FCA regulations, products and polices, and understand the impact of any changes on clients Build a detailed picture of the client's financial circumstances (through dialogue and desk research) to provide the client with ideas and opportunities to maximise the value of the client's current and future net worth Maintain ongoing relationships with clients using Salesforce in addition to other tools Person Specification Level 4 qualified (or in the final stages of becoming qualified) Strong moral values Professional conduct and appearance Thrives in a sales environment Strong desire for professional development Passionate about building long term relationships with clients Demonstrable success in a previous role Highly motivated, driven and commercial Experience within financial services preferable but not essential Ambitious with a focus on client service and generating new connections Demonstrable experience of building rapport and interacting with clients effectively Evidence of client relationship management and identifying new opportunities Excellent organisational and communication skills Ability to manage multiple senior stakeholders and reporting requirements Ability to use initiative to problem solve Adaptable to change in a fast paced environment Committed to advocating and encouraging an inclusive and diverse team culture Ability to promote an open and considerate culture IT proficient including Office 365
Join our dynamic and rapidly expanding professional practice. Oury Clark is a multifaceted firm that thrives on solving problems through a blend of disciplines. You'll collaborate with a team of business advisors, including Chartered Accountants, Chartered Tax Advisors, Financial Advisors, Lawyers, Insolvency Practitioners and more. Our clients present complex challenges, but our workplace politics are not, and we intend to keep it that way. Above all else we are looking for people with their heads and heads in the right place. Why Join Us? Be part of a team that takes their job seriously, but not themselves. Enjoy ample opportunities for career progression in a rapidly expanding firm. Work in a supportive environment with partners and colleagues who are committed to your success. Overview We are seeking a US qualified CPA with strong US corporate tax and compliance experience to support UK and international companies expanding into the United States. This role sits at the intersection of US domestic tax and international inbound/outbound advisory, working closely with UK tax, legal and commercial teams. Location: London/Hybrid Role Type: Full Time Key responsibilities US corporate tax & compliance Prepare and review US federal and state corporate tax returns. Manage ongoing compliance for US subsidiaries of UK-parented groups. Assess state nexus, filing requirements and practical sales tax considerations. Maintain US compliance calendars. UK companies expanding to the US Guide and advise clients on formations, entity choice (C Corp, LLC, etc.) and initial compliance setup. Work alongside UK tax teams on transfer pricing awareness, withholding taxes and cross border reporting. Explain US tax concepts clearly to non US founders and finance teams. Serve as the US technical lead within a UK based advisory team. Work closely with UK corporate tax, payroll, legal and company secretarial teams. Support proposals, client meetings and technical discussions. Requirements Strong US corporate tax and compliance experience. Experience with US entities owned by non US parents or inbound/international US tax work. Ability to communicate complex issues clearly and commercially to entrepreneurial clients. Desirable but not mandatory Experience with UK headed groups or UK advisers. Familiarity with UK-US treaty concepts, withholding taxes and cross border reporting. Background in international firms, boutique cross border practices, or in house roles supporting European/UK expansion into the US. Why this role is different A rare opportunity to perform meaningful US tax work while based in the UK. High exposure to founders, CFOs and key decision makers. The chance to help build and shape a growing UK US service line. Work within a multidisciplinary team spanning tax, legal, employment and advisory services. Life Insurance (4 x Salary after 2 years)
Apr 02, 2026
Full time
Join our dynamic and rapidly expanding professional practice. Oury Clark is a multifaceted firm that thrives on solving problems through a blend of disciplines. You'll collaborate with a team of business advisors, including Chartered Accountants, Chartered Tax Advisors, Financial Advisors, Lawyers, Insolvency Practitioners and more. Our clients present complex challenges, but our workplace politics are not, and we intend to keep it that way. Above all else we are looking for people with their heads and heads in the right place. Why Join Us? Be part of a team that takes their job seriously, but not themselves. Enjoy ample opportunities for career progression in a rapidly expanding firm. Work in a supportive environment with partners and colleagues who are committed to your success. Overview We are seeking a US qualified CPA with strong US corporate tax and compliance experience to support UK and international companies expanding into the United States. This role sits at the intersection of US domestic tax and international inbound/outbound advisory, working closely with UK tax, legal and commercial teams. Location: London/Hybrid Role Type: Full Time Key responsibilities US corporate tax & compliance Prepare and review US federal and state corporate tax returns. Manage ongoing compliance for US subsidiaries of UK-parented groups. Assess state nexus, filing requirements and practical sales tax considerations. Maintain US compliance calendars. UK companies expanding to the US Guide and advise clients on formations, entity choice (C Corp, LLC, etc.) and initial compliance setup. Work alongside UK tax teams on transfer pricing awareness, withholding taxes and cross border reporting. Explain US tax concepts clearly to non US founders and finance teams. Serve as the US technical lead within a UK based advisory team. Work closely with UK corporate tax, payroll, legal and company secretarial teams. Support proposals, client meetings and technical discussions. Requirements Strong US corporate tax and compliance experience. Experience with US entities owned by non US parents or inbound/international US tax work. Ability to communicate complex issues clearly and commercially to entrepreneurial clients. Desirable but not mandatory Experience with UK headed groups or UK advisers. Familiarity with UK-US treaty concepts, withholding taxes and cross border reporting. Background in international firms, boutique cross border practices, or in house roles supporting European/UK expansion into the US. Why this role is different A rare opportunity to perform meaningful US tax work while based in the UK. High exposure to founders, CFOs and key decision makers. The chance to help build and shape a growing UK US service line. Work within a multidisciplinary team spanning tax, legal, employment and advisory services. Life Insurance (4 x Salary after 2 years)
Financial Adviser / IFA Employee Benefits (Employed) Location: Faversham, Kent Hybrid Working Available Salary: £45,000 £62,000 + Discretionary Bonus Permanent Full-Time Employed Role Recruitment Notice We are recruiting on behalf of a leading UK financial advisory practice for an experienced Financial Adviser / IFA to join their Employee Benefits team click apply for full job details
Mar 31, 2026
Full time
Financial Adviser / IFA Employee Benefits (Employed) Location: Faversham, Kent Hybrid Working Available Salary: £45,000 £62,000 + Discretionary Bonus Permanent Full-Time Employed Role Recruitment Notice We are recruiting on behalf of a leading UK financial advisory practice for an experienced Financial Adviser / IFA to join their Employee Benefits team click apply for full job details
IFA Administrator Cofton Hackett (B45) then moving to Bromsgrove Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients. This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided. IFA Administrator Key Responsibilities Booking annual client reviews via telephone, email, and post, with consistent follow-up Preparing annual review packs, including valuations, fund factsheets, and compliance documents Managing the end-to-end annual review process and maintaining accurate records for reporting Handling day-to-day enquiries from clients and providers Obtaining relevant information from product providers Making outbound calls and managing inbound communications Preparing for client meetings, including quotes, valuations, and supporting documentation Submitting applications and documentation to providers Inputting new business into back-office systems in line with procedures Processing fund switches as instructed by clients Assisting with report writing The successful IFA Administrator will have the following skills and experience Self-motivated and highly organised Client-focused with a professional approach Proactive, positive, and an excellent communicator Confident on the telephone with strong rapport-building skills Proficient in Microsoft Office and general computer systems Highly accurate with strong attention to detail Able to multitask and meet deadlines independently A strong team player with a commitment to high standards Discreet and trustworthy when handling confidential information Experienced in administration (minimum 12 months preferred) In return you can expect to receive a :- Competitive salary with bonus scheme Company pension Private medical insurance (after probation) Financial services exam support Structured working hours (37.5 hours per week) Monday to Friday schedule - no weekend work, office based role Opportunity to train, develop, and grow within a supportive team environment If you are looking to develop your career in financial services within a supportive and ambitious environment, this could be the perfect opportunity for you. If you think you have the skills and experience that my client is looking for then click APPLY with your updated CV.
Mar 27, 2026
Full time
IFA Administrator Cofton Hackett (B45) then moving to Bromsgrove Salary: £26,000-£30,000 per annum (dependent on experience and qualifications) An exciting opportunity has arisen for a motivated and detail-oriented IFA Administrator to join a growing and forward-thinking financial services business. This role offers excellent exposure to a wide range of administrative and technical responsibilities, supporting financial advisers in delivering high-quality service to clients. This is an ideal position for someone looking to build a long-term career within financial services, with training, development, and exam support provided. IFA Administrator Key Responsibilities Booking annual client reviews via telephone, email, and post, with consistent follow-up Preparing annual review packs, including valuations, fund factsheets, and compliance documents Managing the end-to-end annual review process and maintaining accurate records for reporting Handling day-to-day enquiries from clients and providers Obtaining relevant information from product providers Making outbound calls and managing inbound communications Preparing for client meetings, including quotes, valuations, and supporting documentation Submitting applications and documentation to providers Inputting new business into back-office systems in line with procedures Processing fund switches as instructed by clients Assisting with report writing The successful IFA Administrator will have the following skills and experience Self-motivated and highly organised Client-focused with a professional approach Proactive, positive, and an excellent communicator Confident on the telephone with strong rapport-building skills Proficient in Microsoft Office and general computer systems Highly accurate with strong attention to detail Able to multitask and meet deadlines independently A strong team player with a commitment to high standards Discreet and trustworthy when handling confidential information Experienced in administration (minimum 12 months preferred) In return you can expect to receive a :- Competitive salary with bonus scheme Company pension Private medical insurance (after probation) Financial services exam support Structured working hours (37.5 hours per week) Monday to Friday schedule - no weekend work, office based role Opportunity to train, develop, and grow within a supportive team environment If you are looking to develop your career in financial services within a supportive and ambitious environment, this could be the perfect opportunity for you. If you think you have the skills and experience that my client is looking for then click APPLY with your updated CV.
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach
Mar 13, 2026
Full time
My client is offering an exciting opportunity to join their team as a Junior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry s leading Financial Advisers. We are looking for a bright, enthusiastic and proactive Junior IFA Administrator to join our diverse market leading Financial Advisory team in the City of London. You will be providing support to a range of individuals within the firm including Partners, Advisers and Administrations staff, as well as Clients. This rewarding long-term role will enable you to build on your existing skills and knowledge, and enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to start their career. The firm offers full support with CII qualifications and progression within the firm. Role and Responsibilities Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress updates. CRM System updates - including uploading and updating client information into our system. Assisting in regulatory and compliance matters Providing general support to senior staff and administrative team regarding cases & project work Sending off paperwork to providers and chasing them for updates. Contacting clients to request information and providing updates. Analysing and summarising policy information Welcoming clients & confirming meetings Sending and updating LOAs. Working with and adhering to company and FCA policies and procedures. Skills, Experience and Attributes Required Educated to GCSE's / A Levels or Equivalent Some work experience within an office environment is ideal Excellent telephone manner and customer service skills Strong IT Skills and typing skills Experienced in Word, Excel and Outlook Must be able to work independently and show initiative Professional manner, positive attitude and well presented Be organised and proactive Have an excellent work ethic Work Life Full Time Monday to Thursdays office based - option to work from home on a Friday Flexible start time Encouragement & support towards professional qualifications and personal development for each member of their team Based in prestigious London offices near the Gherkin. Successful team who enjoy sharing each other s success and fostering a collaborative approach
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Mar 13, 2026
Full time
My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients. We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
Mar 10, 2026
Contractor
Finance Administrator Central London 12 month fixed term Full-time Office-based Salary: £30,000-£35,000pa DOE 1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London . This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services. The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service. Key Responsibilities: Maintain accurate client records and manage all associated administration Prepare and submit applications in line with internal procedures and compliance standards Process fund switches, valuations, LOAs and client review actions Liaise with product providers, advisers and clients, providing regular progress updates Support advisers with review preparation and client documentation Manage workflows, activity lists and contribute to month-end figures Participate in team meetings and ongoing training After year one, progress to handling more technical cases and queries Skills & Experience Required: 2-3+ years' experience within an IFA or financial planning environment. Understanding of the advice process and exposure to pensions, investments or retirement products Strong attention to detail, numeracy and literacy skills Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous) Highly organised, discreet and able to work under pressure Proactive, analytical and keen to develop a career in financial services What s on Offer: Clear career progression and increased earning potential Company benefits and structured training Sociable, professional and supportive office environment This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. Click apply below to be considered.
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.
Mar 09, 2026
Full time
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.
