A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
Mar 30, 2026
Full time
A respected financial planning organisation is looking for an experienced Advice Technical Trainer to support the continued development of its advisory teams. This role sits at the heart of the firm's learning culture and offers the opportunity to help advisers and technical staff strengthen their expertise while delivering consistently high standards of client advice. Salary up to £65,000 & hybrid working About the Organisation This firm is built on a belief that great advice comes from well-supported and well-developed people . Collaboration, knowledge sharing and continuous improvement are embedded across the business. Employees are encouraged to develop their technical expertise, challenge themselves professionally and contribute to a culture where learning is seen as a key driver of both personal growth and client outcomes. The organisation invests heavily in training, professional qualifications and coaching to ensure its advisers and technical teams remain confident, capable and up to date with regulatory requirements. The Opportunity The Advice Technical Trainer plays a key role in building technical capability across the advisory community . The role focuses on delivering engaging training, practical coaching and structured development programmes that strengthen knowledge and confidence across financial planning topics. Working closely with advisers, paraplanners and internal technical specialists, the trainer helps ensure colleagues have the skills, understanding and regulatory awareness required to provide high-quality advice to clients. This role is ideal for someone who is passionate about developing people, sharing expertise and raising advice standards across a growing organisation. Key Responsibilities Deliver engaging training sessions covering core financial planning areas such as pensions, investments, tax planning, protection and estate planning Support induction programmes for trainee advisers, advisers and paraplanners Facilitate workshops, webinars and learning sessions that support continuous professional development Design and develop high-quality training materials, including presentations, case studies and e-learning resources Keep training content up to date with changes in regulation, legislation and industry best practice Provide coaching and feedback to support individual development and professional progression Work closely with compliance, risk and technical teams to identify learning needs across the business Deliver targeted training following audits, regulatory updates or identified knowledge gaps Help maintain a culture of strong technical standards and high-quality client outcomes What They Are Looking For Strong technical knowledge across financial planning topics (pensions, investments, tax and protection) Experience delivering training, coaching or mentoring within a financial services environment Ability to communicate complex technical topics clearly and confidently A passion for developing others and improving professional standards Relevant industry qualifications (e.g. Diploma in Financial Planning or equivalent) Strong presentation, facilitation and relationship-building skills Why Apply? Opportunity to shape the development of advisers and technical professionals Be part of a collaborative organisation that values learning and expertise Work in a culture that prioritises professional growth and high standards of advice Competitive salary and benefits package Hybrid working environment Apply Now This is an excellent opportunity for a technically strong professional who enjoys sharing knowledge, mentoring others and helping people grow in their careers . If you are passionate about developing advisers and improving advice standards across a forward-thinking organisation, this role offers the chance to make a real impact.
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business 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. The Day-to-Day: 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 PCA 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 It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Mar 30, 2026
Full time
The Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business 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. The Day-to-Day: 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 PCA 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 It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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 click apply for full job details
Mar 30, 2026
Full time
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 click apply for full job details
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. 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 p click apply for full job details
Mar 29, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. 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 p click apply for full job details
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
Mar 29, 2026
Full time
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
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Mar 29, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Mar 29, 2026
Full time
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports. This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a collaborative team. Key Responsibilities Analyse client financial information, objectives and risk profiles Conduct research on pensions, investments and protection products Prepare clear and compliant suitability reports for advisers Obtain product illustrations and supporting technical documentation Support advisers with financial analysis and cashflow modelling Maintain accurate client records and documentation Work closely with advisers and administration teams to ensure excellent client service Skills and Experience Previous Paraplanner experience within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning products Excellent attention to detail and analytical skills Strong organisational skills with the ability to manage multiple tasks Confident using financial planning systems and research tools Qualifications Essential Level 4 Diploma in Financial Planning (or working towards) GCSEs (or equivalent) including English and Maths Fareham Hybrid working £40,000 - £47,000 DOE
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
Mar 28, 2026
Full time
Benefits: Hours: 9am-5pm (37.5 hours) office based (some flexibility with start/finish times) Holidays: 28 days, (4 days kept for Christmas) plus stats Pension DIS Annual bonus and salary review Various Company expensed events during the year Study days and full exam funding, including study material Free parking Candidate Requirements: Must have at least 2 years experience working as a Paraplanner Must hav click apply for full job details
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
Mar 28, 2026
Full time
The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
Mar 28, 2026
Full time
Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment. The Role You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work. With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment. Key Responsibilities New business processing and submissions Liaising with providers and platforms Preparing client documentation and review packs Research and technical analysis Assisting with suitability report preparation Supporting advisers with ongoing case work Managing client records and compliance documentation What s on Offer Fully office-based (9:00am 5:30pm) Regular bonus structure Strong salary increases after Year 1 and Year 2 Fully funded professional exams Clear long-term development opportunities A business that actively promotes support staff into Adviser roles If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future , this could be a strong next step. Please get in touch for a confidential discussion.
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
Mar 28, 2026
Full time
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
Financial Planning Administrator Location: Cambridge Salary: Up to £25,000 A leading financial planning business is seeking a Financial Planning Administrator to join its growing team based in Cambridge . This is a great opportunity to join a well-established and highly respected wealth management firm that prides itself on delivering high-quality financial advice and exceptional client service. The successful candidate will play an important role supporting advisers and paraplanners, ensuring a smooth and efficient client journey. The Role As a Financial Planning Administrator, you will provide essential administrative support to the financial planning team, assisting with the preparation and processing of client cases across pensions, investments, and protection. This role would suit someone with previous financial planning administration experience who is looking to develop their career within a professional and supportive environment. Key Responsibilities Providing administrative support to financial advisers and paraplanners Processing new business applications across pensions, investments, and protection Preparing client documentation and maintaining accurate records Liaising with providers, clients, and internal teams Managing client files and ensuring compliance with internal procedures Assisting with the preparation of suitability reports and review documentation Requirements Previous experience working as a Financial Planning Administrator within a financial planning or wealth management firm Good knowledge of pensions, investments, and financial planning processes Strong organisational skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple tasks and work within a busy team environment What's on Offer Salary up to £25,000 Opportunity to join a well-respected financial planning firm Supportive team environment Clear opportunities for career development within financial planning This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career with a reputable financial planning business.
Mar 28, 2026
Full time
Financial Planning Administrator Location: Cambridge Salary: Up to £25,000 A leading financial planning business is seeking a Financial Planning Administrator to join its growing team based in Cambridge . This is a great opportunity to join a well-established and highly respected wealth management firm that prides itself on delivering high-quality financial advice and exceptional client service. The successful candidate will play an important role supporting advisers and paraplanners, ensuring a smooth and efficient client journey. The Role As a Financial Planning Administrator, you will provide essential administrative support to the financial planning team, assisting with the preparation and processing of client cases across pensions, investments, and protection. This role would suit someone with previous financial planning administration experience who is looking to develop their career within a professional and supportive environment. Key Responsibilities Providing administrative support to financial advisers and paraplanners Processing new business applications across pensions, investments, and protection Preparing client documentation and maintaining accurate records Liaising with providers, clients, and internal teams Managing client files and ensuring compliance with internal procedures Assisting with the preparation of suitability reports and review documentation Requirements Previous experience working as a Financial Planning Administrator within a financial planning or wealth management firm Good knowledge of pensions, investments, and financial planning processes Strong organisational skills and attention to detail Excellent communication and interpersonal skills Ability to manage multiple tasks and work within a busy team environment What's on Offer Salary up to £25,000 Opportunity to join a well-respected financial planning firm Supportive team environment Clear opportunities for career development within financial planning This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career with a reputable financial planning business.
File Checker - Financial Planning Location: Kings Hill (Office-based / Hybrid options available) Salary: Up to £60,000 A leading financial planning business with offices across the UK is seeking an experienced File Checker to join its growing compliance and quality assurance team, based from its Kings Hill office. This is an excellent opportunity to join a well-established and highly regarded firm that places a strong emphasis on delivering high-quality advice and maintaining the highest regulatory standards. The successful candidate will play a key role in ensuring advice files meet regulatory and internal compliance standards, supporting advisers and the wider business in delivering consistently excellent client outcomes. The Role As a File Checker, you will be responsible for reviewing financial planning files to ensure they meet regulatory requirements, company standards, and best practice guidelines. You will work closely with advisers, paraplanners, and compliance teams, providing constructive feedback and helping to maintain a culture of high-quality advice. Key Responsibilities Reviewing financial advice files across pensions, investments, and protection Ensuring all files meet FCA regulatory requirements and internal compliance standards Providing clear and constructive feedback to advisers and paraplanners Identifying potential risks, compliance issues, or areas for improvement Supporting the wider compliance team with quality assurance processes Helping to promote a culture of best practice and high-quality client outcomes Requirements Previous experience as a File Checker, Compliance Officer, or Senior Paraplanner within a financial planning or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge across pensions, investments, and protection advice Excellent attention to detail and analytical skills Strong communication skills with the ability to provide clear and constructive feedback Diploma qualified (or working towards) would be advantageous What's on Offer Salary up to £60,000 Opportunity to join a highly respected financial planning firm Supportive and professional working environment Clear career development opportunities Exposure to a high-quality client base and advice process This role would suit an experienced File Checker, Compliance professional, or technically strong Paraplanner looking to move into a dedicated compliance-focused position within a reputable financial planning firm.
Mar 28, 2026
Full time
File Checker - Financial Planning Location: Kings Hill (Office-based / Hybrid options available) Salary: Up to £60,000 A leading financial planning business with offices across the UK is seeking an experienced File Checker to join its growing compliance and quality assurance team, based from its Kings Hill office. This is an excellent opportunity to join a well-established and highly regarded firm that places a strong emphasis on delivering high-quality advice and maintaining the highest regulatory standards. The successful candidate will play a key role in ensuring advice files meet regulatory and internal compliance standards, supporting advisers and the wider business in delivering consistently excellent client outcomes. The Role As a File Checker, you will be responsible for reviewing financial planning files to ensure they meet regulatory requirements, company standards, and best practice guidelines. You will work closely with advisers, paraplanners, and compliance teams, providing constructive feedback and helping to maintain a culture of high-quality advice. Key Responsibilities Reviewing financial advice files across pensions, investments, and protection Ensuring all files meet FCA regulatory requirements and internal compliance standards Providing clear and constructive feedback to advisers and paraplanners Identifying potential risks, compliance issues, or areas for improvement Supporting the wider compliance team with quality assurance processes Helping to promote a culture of best practice and high-quality client outcomes Requirements Previous experience as a File Checker, Compliance Officer, or Senior Paraplanner within a financial planning or wealth management firm Strong understanding of UK financial planning regulations and FCA requirements Knowledge across pensions, investments, and protection advice Excellent attention to detail and analytical skills Strong communication skills with the ability to provide clear and constructive feedback Diploma qualified (or working towards) would be advantageous What's on Offer Salary up to £60,000 Opportunity to join a highly respected financial planning firm Supportive and professional working environment Clear career development opportunities Exposure to a high-quality client base and advice process This role would suit an experienced File Checker, Compliance professional, or technically strong Paraplanner looking to move into a dedicated compliance-focused position within a reputable financial planning firm.
Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Client Manager who will join their team in Central London. The role involves servicing a portfolio of HNW clients. Responsibilities will include conducting in depth reviews and ensuring long term client needs are met. Applications are inviting from skilled Financial Services professional with experience of Paraplanning and Client Management gained within an IFA environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients. This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 28, 2026
Full time
Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Client Manager who will join their team in Central London. The role involves servicing a portfolio of HNW clients. Responsibilities will include conducting in depth reviews and ensuring long term client needs are met. Applications are inviting from skilled Financial Services professional with experience of Paraplanning and Client Management gained within an IFA environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients. This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Location: Leeds Employment Type: Full-time About the Role This is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a T rainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications. Key Responsibilities Technical Support Assist in preparing suitability reports and personalised financial plans. Use cashflow modelling tools to demonstrate client outcomes. Research financial products including pensions, investments, protection policies and tax-efficient solutions. Support the analysis of client data to help formulate recommendations. Client Administration Gather and organise client information from fact-finds and documentation. Liaise with providers, platforms and pension companies to obtain policy details. Maintain accurate client records on Intelligent Office. Prepare valuations and documentation for client review meetings. Compliance & Documentation Ensure all client files meet regulatory and internal compliance standards. Assist with file checks as part of the training programme. Support advisers in ensuring all recommendations meet regulatory requirements. Team Collaboration Work closely with advisers, paraplanners and administrative colleagues. Participate in internal training, meetings and development sessions. Provide general support to the wider paraplanning function. Skills & Experience Essential Strong analytical and numerical skills. Excellent attention to detail. Clear written and verbal communication. Confident with Microsoft Office (Word, Excel, Outlook). Able to prioritise and manage workload effectively. Desirable Basic understanding of pensions, investments or financial planning. A genuine interest in working towards professional qualifications. Qualifications A degree in finance, business, accounting, financial planning or a related discipline; or 3 A-Levels (ideally including Maths, Economics or Business); and 5 GCSEs including Maths and English. Willingness to work towards the Diploma in Regulated Financial Planning (full study support provided). A full UK driving licence. Personal Attributes Strong interest in wealth management and financial planning. Organised, methodical and proactive. Client-focused with a professional manner. Motivated to learn and progress. Able to work independently and as part of a team. Development & Progression This role offers a clear development pathway towards becoming a qualified Paraplanner, with potential future progression into Senior Paraplanner or Financial Adviser positions. Full support is provided for training and professional qualifications, alongside ongoing career development.
Mar 28, 2026
Full time
Location: Leeds Employment Type: Full-time About the Role This is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a T rainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications. Key Responsibilities Technical Support Assist in preparing suitability reports and personalised financial plans. Use cashflow modelling tools to demonstrate client outcomes. Research financial products including pensions, investments, protection policies and tax-efficient solutions. Support the analysis of client data to help formulate recommendations. Client Administration Gather and organise client information from fact-finds and documentation. Liaise with providers, platforms and pension companies to obtain policy details. Maintain accurate client records on Intelligent Office. Prepare valuations and documentation for client review meetings. Compliance & Documentation Ensure all client files meet regulatory and internal compliance standards. Assist with file checks as part of the training programme. Support advisers in ensuring all recommendations meet regulatory requirements. Team Collaboration Work closely with advisers, paraplanners and administrative colleagues. Participate in internal training, meetings and development sessions. Provide general support to the wider paraplanning function. Skills & Experience Essential Strong analytical and numerical skills. Excellent attention to detail. Clear written and verbal communication. Confident with Microsoft Office (Word, Excel, Outlook). Able to prioritise and manage workload effectively. Desirable Basic understanding of pensions, investments or financial planning. A genuine interest in working towards professional qualifications. Qualifications A degree in finance, business, accounting, financial planning or a related discipline; or 3 A-Levels (ideally including Maths, Economics or Business); and 5 GCSEs including Maths and English. Willingness to work towards the Diploma in Regulated Financial Planning (full study support provided). A full UK driving licence. Personal Attributes Strong interest in wealth management and financial planning. Organised, methodical and proactive. Client-focused with a professional manner. Motivated to learn and progress. Able to work independently and as part of a team. Development & Progression This role offers a clear development pathway towards becoming a qualified Paraplanner, with potential future progression into Senior Paraplanner or Financial Adviser positions. Full support is provided for training and professional qualifications, alongside ongoing career development.
Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing pension transfers and investment transactions Preparing and drafting initial suitability reports Ensuring all client documentation is accurate, compliant, and delivered to the highest standard Working closely with advisers to ensure a seamless client experience About You This role is ideal for someone with 2-3 years' experience in financial planning, wealth management, or a similar environment. You will bring: A degree-level education Progress toward the Level 4 Diploma (or already completed) Strong technical understanding of pensions, investments, and financial planning processes Excellent attention to detail and a proactive, professional approach A genuine desire to grow, develop, and progress within a high-quality firm What's on Offer £40,000-£45,000 salary depending on experience Excellent bonus scheme Generous benefits package Full study support and ongoing professional development The chance to build a long-term career with a firm that invests in its people If you're ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.
Mar 27, 2026
Full time
Boutique Chartered Firm Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands Out Work for a respected Chartered firm that genuinely puts clients first Join a close-knit, supportive team that values quality over volume Clear development pathway with full support toward your Level 4 Diploma (if not already achieved) A culture built on ethics, excellence, and continuous learning The Role You will play a key part in supporting the advisers with high-quality technical administration, including: Processing fund switches and rebalancing requests Managing pension transfers and investment transactions Preparing and drafting initial suitability reports Ensuring all client documentation is accurate, compliant, and delivered to the highest standard Working closely with advisers to ensure a seamless client experience About You This role is ideal for someone with 2-3 years' experience in financial planning, wealth management, or a similar environment. You will bring: A degree-level education Progress toward the Level 4 Diploma (or already completed) Strong technical understanding of pensions, investments, and financial planning processes Excellent attention to detail and a proactive, professional approach A genuine desire to grow, develop, and progress within a high-quality firm What's on Offer £40,000-£45,000 salary depending on experience Excellent bonus scheme Generous benefits package Full study support and ongoing professional development The chance to build a long-term career with a firm that invests in its people If you're ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties. Proficient in customer service, understanding and prioritising work to deliver excellent service. Teamwork and collaboration skills, understanding the importance of working together to improve outcomes. Technological proficiency relevant to the role. Location: London, UK Job Type: Full-time Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Administrative Support: Maintain client and plan records on the back-office system. Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures. Manage and complete tasks on the back-office system as per company procedures. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
Mar 27, 2026
Full time
Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties. Proficient in customer service, understanding and prioritising work to deliver excellent service. Teamwork and collaboration skills, understanding the importance of working together to improve outcomes. Technological proficiency relevant to the role. Location: London, UK Job Type: Full-time Join a progressive, UK-wide independent financial advice business that specializes in providing tailored financial advice in complex markets. As a Paraplanner, you will play a crucial role in supporting our clients-both corporate and personal-by ensuring they make informed financial decisions aligned with their specific needs. Day-to-day of the role: Client Interaction and Analysis: Understand clients' financial situations and objectives. Analyse clients' circumstances, objectives, and risk profiles. Identify missing client information pertinent to formulating recommendations. Maintain accurate and up-to-date client records. Research and Technical Support: Provide research on advice areas, products, and investment solutions using company-approved systems. Prepare information and comparisons for analysis by advisers. Assist in cashflow modelling analysis. Report Preparation: Produce client suitability reports confirming new recommendations in accordance with internal standards and compliance procedures. Obtain accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients. Administrative Support: Maintain client and plan records on the back-office system. Ensure all relevant documentation is correctly uploaded and named in accordance with company procedures. Manage and complete tasks on the back-office system as per company procedures. Required Skills & Qualifications: Essential: 5 GCSEs passes or equivalent including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Strong communication skills, able to adapt language and style to suit the audience. Excellent organisational skills, able to prioritise and adapt to ad-hoc duties.
Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm my client would love to hear from you. Please contact Sam at Financial Divisions.
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 27, 2026
Full time
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
Mar 27, 2026
Full time
Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career? An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans , known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position. What makes this role stand out? £45,000 - £52,000 salary depending on experience Full study support and structured training programme Hybrid working (3 days in the office, 2 from home after probation) Supportive and family-orientated culture Excellent benefits including a wellbeing suite Route to Adviser or Paraplanner Manager roles The Firm: This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection . They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation. Role Responsibilities: As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include: Attending client meetings and taking detailed notes Writing high-quality, compliant suitability reports Conducting product research and supporting advice recommendations Preparing cashflow models and investment analysis Liaising with providers and investment partners Maintaining accurate client records and preparing for annual reviews Supporting the client journey through scheduling and documentation Ideal Candidate: Diploma Level 4 qualified (or working towards) Previous experience in a Paraplanning or technical support role within an IFA Strong attention to detail with a desire to progress Exposure to pensions, drawdown, or complex financial planning is advantageous Ambition to develop into a lead Paraplanner or Adviser This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm . To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
