26 jobs found

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices. In 2026, they were proud to receive Professional Adviser s Best Financial Advisers to Work for award for the fourth time. They now have an exciting new opportunity for a CII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a min. 2 years experience in financial services administration is required along with part achievement of the CII Diploma level 4 qualification as a minimum. Role Overview The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice. Main Tasks Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated. Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required. Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process. Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate. Action and follow up on meeting notes, including investigating existing arrangements Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client. Prepare or obtain illustrations for pensions, investments and annuities, where required. Coordinate with Office Support to schedule client meetings once all information is in place, ensuring the suitability report, cash flow reports and supporting documentation are prepared and issued in accordance with meeting arrangements. Prepare suitability reports that meet FCA requirements and provide clear, accurate and client-focused documentation, to enable client understanding. Complete a comprehensive handover to the Client Management Team to ensure a smooth transition into advice being implemented. Use key business systems effectively and compliantly, including Intelliflo, Virtual Cabinet, Moneyinfo, Exchange, Quilter and Aviva, where relevant to the case. Work closely with the Financial Planners, Compliance, Head of Pensions and Head of Investments, to ensure suitability reports are accurate, compliant and client friendly. Work with SIPP, SSAS, Client Management and Financial Planners to ensure the effective preparation of client documents before and after meetings. Work with other members of the team to provide peer checking, where appropriate, to minimise errors, meet deadlines, and provide holiday cover. Person Specification Qualifications & Experience Essential Part qualified Level 4 CII Diploma in Financial Planning (or equivalent experience). Educated to A level standard (or equivalent) as a minimum. A minimum of 2 years experience in a financial services administration role. Desirable Degree in Finance, Economics or Business (or equivalent work experience). A commitment to achieving the full CII level 4 qualification within a given timescale Knowledge & Skills Required Essential Ability to communicate effectively with colleagues, clients, providers, accountants and other professional connections via various methods phone, letter, email, etc. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of FCA rules relating to Conduct of Business, Money Laundering, Training and Competence and Client Money, along with other financial services legislation relevant to the role. Ability to create and maintain accurate computer-based records. Knowledge of Data Protection legislation. Knowledge of money laundering procedures relevant to the role and individual responsibilities in this area. Ability to work within level of authority and to refer work when appropriate. Demonstrate good time management skills. Desirable Knowledge of the firm, its products, services and procedures. Knowledge of IT systems and programs relevant to the role (Intelliflo, Virtual Cabinet, Moneyinfo, Pershing, Quilter, Aviva, Adobe and the Microsoft 365 suite). Benefits Discretionary Bonus Life assurance Pension 24 days holiday increasing incrementally Health Cash Plan Scheme Free Parking Hybrid scheme following initial training and induction If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Job Title : Trainee Paraplanner Location : Sutton Coldfield (office based) Salary : From £35k per annum depending on experience and qualifications Job Type : Full-time, Permanent Working Hours: 8.30am - 5pm Monday to Thurs, Friday 9am - 1pm About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield click apply for full job details

Trainee Paraplanner Leicestershire (our ref AL1421) Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offic click apply for full job details

Trainee Financial Trainer Location: West Midlands / East Midlands Salary: £35,000 £40,000 Are you an experienced Paraplanner, Financial Adviser, Financial Planning Administrator, or Financial Services professional with a Level 4 Financial Advice or Paraplanning qualification? Whether you're already delivering training or looking to move out of industry into a rewarding education role, this is an excellent opportunity to use your expertise to develop the next generation of Financial Services professionals. Join a respected national training provider delivering high-quality Apprenticeships and help learners build successful careers within Financial Advice and Paraplanning. About the Organisation You'll be joining a well-established national training provider specialising in Apprenticeships, Employability and Skills programmes across the UK. The organisation is recognised for delivering high-quality, employer-focused training that equips learners with the knowledge, skills and behaviours needed to succeed in their careers. With a strong learner-first culture and commitment to quality, you'll be supported by experienced curriculum and quality teams while developing your own career within the Further Education and Skills sector. The Role As a Financial Trainer, you'll support learners completing the Level 4 Diploma in Financial Advice / Paraplanning Apprenticeship Standard, guiding them from enrolment through to End Point Assessment. Using your industry knowledge, you'll deliver engaging learning through a blend of virtual sessions, coaching and workplace support, helping apprentices develop the confidence and competence required to succeed within Financial Services. Previous training or teaching experience is welcomed but is not essential. If you have strong Financial Services experience and enjoy developing others, we'd love to hear from you. Key Responsibilities Deliver training across Financial Advice, Regulated Financial Planning and Paraplanning Apprenticeships. Coach and support learners throughout their apprenticeship journey. Prepare learners for professional examinations and End Point Assessment. Deliver engaging remote and workplace-based learning. Monitor learner progress and maintain accurate learner records. Develop learning resources and training materials. Support learner achievement, retention and progression. Work closely with employers and internal quality teams. Promote safeguarding, Prevent, Equality, Diversity and Inclusion throughout delivery. Ensure apprenticeship and awarding body compliance. About You We're particularly interested in speaking with professionals currently working in Financial Services who are looking for a new challenge. Essential Experience working within the Financial Services sector. A Level 4 qualification in Financial Advice, Regulated Financial Planning or Paraplanning. Excellent communication and coaching skills. The ability to explain technical financial concepts in a clear and engaging way. Strong organisational and IT skills. Desirable Experience delivering training, coaching or mentoring. Experience within Apprenticeships, Further Education or the Skills sector. Teaching qualification (AET, CTLLS, DTLLS, PGCE or equivalent). Assessor qualification (TAQA, CAVA, A1, D32/D33). Knowledge of apprenticeship standards, Functional Skills and e-portfolio systems. Chartered Financial Planner or CeMAP qualification. Why Join? Excellent opportunity to transition from industry into training. Deliver high-quality Financial Services Apprenticeships. Flexible blend of remote and workplace delivery. Supportive curriculum and quality teams. Ongoing CPD and professional development. Make a genuine impact by developing the next generation of Financial Advisers and Paraplanners. Apply Now If you're an experienced Paraplanner, Financial Adviser, Financial Planning Administrator or Financial Services professional looking to move into a rewarding training career, we'd love to hear from you. Apply today to join a respected national training provider and help shape the future of Financial Services talent across the Midlands.

This is an exciting opportunity to join a professional, client-focused Chartered financial planning business, with a clear development path towards becoming a Chartered Financial Planner . The Role You will work closely with Financial Planners and Senior Paraplanners, supporting clients throughout the financial planning process. Your responsibilities will include: Preparing for and attending client meetings Supporting cashflow planning Managing meeting preparation and follow-up Liaising with product providers Preparing suitability reports and client documentation Supporting new business and platform administration Maintaining accurate and compliant client files About You We're looking for someone who: Has at least 2 years' Paraplanning experience Holds the Diploma in Financial Planning Is studying towards, or keen to pursue, further qualifications Has a genuine passion for client service Wants to develop their technical and client-facing skills Is ambitious and looking for long-term career progression Is happy to be mainly office based during their development What's on Offer? Structured career progression towards Chartered Financial Planner Support with further professional qualifications Mentoring from experienced Financial Planners Direct exposure to clients and financial planning A genuine long-term career opportunity Office based, Lewes £35,000 - £45,000 For more information please apply or contact Tegan at Dynamite Recruitment

Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.

The fact they have a wealth creation (equity) scheme for their staff isn't the only thing different about this business. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000.That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.Which is where you come in. THE JOB You'll join the firm's advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client's situation. But you'll also get to develop and become the adviser who presents the advice and signs it off.Along the way you'll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team.Combine that with the many conversations you'll have with clients each day and your development will be considerable.Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here. THE PAY Salary is £40,000 and there's a bonus paid each month based on the number of conversions made. But you don't have to worry here - they work with the best lead generator around and conversions are 80% and growing. There's also an additional bonus scheme where a profit pot is pooled between staff. Which all adds up to an environment where you'll soon be earning £65,000 - £75,000. Add to that there's a wealth creation scheme. You're not just an employee here - you'll get a real stake. There are other benefits of working here.The company's vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn't somewhere where your ideas are waved away.You'll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.That said it has had plenty of success already. They brought in well over £100m AUM in 2025 and that figure keeps growing. Indeed, they're one of the fastest growing financial planning firms around.And this success has led to major investment in its infrastructure (people and technology).It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork. It has also hired several high profile people into the leadership team from prestigious national wealth managers. It all boils down to a fulfilling job where you get the chance to advise, get well paid for it and get a stake in the business. What's not to like? HERE'S WHAT YOU'LL NEED Level 4 qualified (or close to) is great and you will need to secure it. But in short the biggest thing you need is confidence/knowledge around pensions.You'll be ready to advise. You'll learn on the job and have expectations placed on you quickly so need to be OK with that.Because this isn't a traditional financial planning job. By the nature of what they do advice is much more transactional/one-off - so if you're looking to work with the same HNW clients for 20 years this isn't for you. You'll be motivated by working for a firm with a mission. You'll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.You will want to and enjoy working in an office environment. The offices are fantastic and you'll know that working with your team will aid your development like nothing else. - This job isn't for everyone. In fact we know it won't be right for the majority of aspiring planners. But for someone it will be perfect. Think that might be you? Click apply or send us a way of contacting you. If you don't have a CV don't worry we can come to that later.Everyone will receive a reply.

We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff Main functions Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst To write-up comprehensive financial planning reports as agreed with adviser Obtain KFIs, product information and provider application forms for adviser for new business To deal with client enquiries and respond in a professional and courteous manner To maintain and update client information on back office systems Detailed tasks and requirements Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken Make appointments with clients for adviser Attend client meetings with adviser and take notes Update back office systems Other key tasks Provide technical information on policies and plans to clients and team members as required in writing Knowledge and experience Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools High technical knowledge of financial services products and financial markets Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax Qualifications Minimum A level education, preferably University degree Diploma in financial services, preferably working to or achieved chartered Highly proficient on word and excel Key Skills/attributes Clear and articulate verbal communication skills Highly motivated to succeed Strong ability with written grammar Good telephone manner Smart and professional presentation Ability to work in a small team Opportunity This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors. Attractive remuneration package which includes employee benefits.

Trainee Financial Adviser York Hybrid Working £35,000 - £45,000 DOE NJR Recruitment are delighted to be working with a highly regarded Financial Planning firm who are looking to recruit a Trainee Financial Adviser to join their growing team. This is an excellent opportunity for an ambitious individual looking to transition into an advisory role within a supportive and development-focused environment. The successful candidate will initially spend approximately six months working within the paraplanning team, gaining valuable technical exposure and a strong understanding of the firm's advice processes, before gradually moving into a client-facing advisory position and beginning to build their own client bank. The Role The position has been designed to provide a clear pathway into financial advice, with ongoing mentoring, support and long-term career development. Initially, responsibilities will include: Supporting advisers with research and technical analysis Preparing and writing suitability reports Assisting with client review preparation and recommendation packs Conducting product and provider research Working closely with paraplanners and advisers to support the advice process Developing technical knowledge across pensions, investments and protection As the role progresses, you will gradually transition into: Attending client meetings alongside senior advisers Building and maintaining long-term client relationships Managing your own portfolio of clients over time Delivering holistic financial planning advice About You Previous Paraplanning experience is essential Strong technical understanding of financial planning products and processes Excellent communication and relationship-building skills Ambitious, professional and eager to progress into financial advice Level 4 Diploma qualified advantageous, though support will be provided towards qualifications Ability to work collaboratively within a team environment Must be happy to attend the York office a minimum of twice per week What's on Offer Clear pathway into a Financial Adviser role Ongoing mentoring, training and development Support towards professional qualifications Hybrid working arrangement Opportunity to build and develop your own client bank over time Supportive and collaborative company culture This is a fantastic opportunity for a technically minded paraplanner looking to take the next step into financial advice with a business that is genuinely committed to long-term development and progression. For a confidential discussion, please contact NJR Recruitment quoting NJR16719

The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning.And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress. At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED:You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.If you have experience of working for a St James Place Partner practice that would be advantageous.Whatever your background you will want have an interest in becoming a paraplanner. -Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Job Title: Trainee Financial Advisor Location: Berkshire Salary: Competitive Benefits: Structured training programme, mentorship from senior advisers, client exposure, long-term progression pathway, flexible working once established An established and growing independent financial planning firm is looking to hire a Trainee Financial Advisor to join its close-knit team in Berkshire. The business manages substantial assets under management and has built a strong reputation for client-focused advice and long-term relationships. With continued growth and a clear internal development model, the firm is focused on developing advisers internally through its own structured approach and culture. Role Summary This is an ideal opportunity for a Diploma-qualified Paraplanner or Junior Adviser looking to transition into a client-facing advisory role within a supportive environment. The successful individual will initially spend time across administration and paraplanning functions to fully understand internal processes, systems, and the firm's approach to advice delivery before gradually taking on client responsibilities. You'll work closely with experienced advisers and receive direct mentoring from senior leadership, with a clear pathway toward managing and developing an existing client bank. Key Responsibilities • Support advisers with the preparation of complex financial plans, building strong technical foundations • Spend time within administration and paraplanning teams to gain a full understanding of operational processes • Assist with client reviews and ongoing servicing, developing confidence in client interaction • Gradually transition into a client-facing advisory role with mentorship from senior advisers • Maintain high standards of compliance and suitability across all recommendations • Build long-term relationships with clients through a professional and consultative approach Requirements • Level 4 Diploma qualified • Minimum of 2 years' paraplanning experience • Experience writing complex financial plans across a broad range of advice areas • Strong technical understanding of financial planning products and processes • Excellent communication and relationship-building skills • Open to candidates with some advisory exposure who are keen to continue developing If this role isn't quite right, it's still worth speaking to one of our specialist team - we may be working on something that hasn't hit the market yet. Related Job Titles: Trainee Financial Planner, Junior Financial Advisor, Associate Financial Planner, Diploma Qualified Paraplanner, Financial Planning Consultant

Trainee Financial Adviser We are looking for an ambitious and client-focused Trainee Financial Adviser to join a boutique financial advice firm in Edinburgh. This is an excellent opportunity for an individual who has already built strong technical foundations through paraplanning and is now ready to transition into an advisory role with access to existing clients and ongoing support.The Role The Role: The successful candidate will work closely with senior advisers while gradually developing and managing their own client relationships. Existing clients are available, providing an excellent platform to build a long-term career in financial advice. Alongside servicing existing relationships, the role will also suit someone with the drive, confidence, and commercial mindset to develop new business opportunities and grow their own client bank over time. Requirements: Level 4 Diploma qualified (or equivalent) Previous experience working as a Paraplanner Strong technical and report-writing knowledge Excellent communication and interpersonal skills Professional, personable, and client-centric approach Ambition to progress into a successful advisory career Appetite and motivation to generate new client relationships and business opportunities What We Offer Existing clients and leads provided Clear pathway into a full Financial Adviser role Ongoing mentoring and support from experienced advisers Competitive salary and benefits package Long-term career progression opportunities Supportive and professional working environment This position would suit someone who is technically strong, commercially minded, and eager to take the next step into a client-facing advisory career. To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Paraplanner (Rapid Progression to Financial Advisor) £40,000 - £45,000 + 36 Days Holiday + Car Scheme + Benefits Edinburgh Are you a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for the chance to rapidly progress and become a Financial Advisor in a company that will invest in your development and support through CAS? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a whole-market Paraplanner who is Level 4 Qualified (DipPFS or DipFA) looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Whole-market Paraplanner Level 4 DipPFS or DipFA qualified Looking to become a Financial Advisor Job Reference: BBBH 25374 If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at ou

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.

Trainee Adviser - Basic to £45,000 + Bonus, Benefits & Hybrid working. A high quality and growing Financial Planning Practice is looking for an additional Paraplanner / Trainee Adviser to join their business. The purpose of this role is to support the firm's Financial Planners in delivering high-quality financial planning and wealth management services to HNW clients, while developing the technical, professional and client-facing skills necessary to progress into a Junior Financial Planner. The successful candidate will initially undertake paraplanning and technical support responsibilities, gradually transitioning into a client-facing advisory position subject to satisfactory performance, qualifications, competence and regulatory approval. This role is suited to an ambitious and technically capable paraplanner seeking a structured pathway into providing financial advice within a supportive FCA regulated environment. This role will be working alongside established IFAs and within a high quality Technical and Support team. . Financial Planning Paraplanning experience and progress towards Diploma is essential alongside excellent communication skills, strong literacy and numeracy skills.

Job Title: Paraplanner Industry: Financial Planning Location: Birmingham (Hybrid) Salary: Up to £50,000 Job Reference: 10368 Job Description: Recruit UK is currently working on an excellent opportunity for a Paraplanner to join a well-established and prestigious Independent Financial Advice firm based in South Birmingham. As a Paraplanner, you will provide technical and administrative support to Financial Planners to ensure high-quality and an excellent client experience. Responsibilities Prepare annual review packs and documentation for client meetings Draft suitability reports and associated recommendation documents using templated frameworks Assist advisers in designing financial planning strategies and recommendations Build and maintain detailed cashflow models What's in it for you? Salary up to £50,000 (negotiable dependent on experience) Flexi time (early start and finishing times, option to build up time in leu and claim back) Pension contribution 23 days holiday plus bank holidays Beautiful offices in the heart of Birmingham Career professional development Supportive working environment Hybrid working Skills and experience required: Level 4 Diploma is essential Advanced proficiency in Voyant Cashflow Planning About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established financial planning firm on a Trainee Paraplanner role near Solihull. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.