Our client is the wealth management division of a large financial services business that has offices throughout the UK. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business. Following a recent restructure they are looking for Paraplanner to join their IFA support team. Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients. You will Regularly participate in team meetings establishing strong relationships with advisors and the administration team. It is essential that you have experience in a paraplanning or technical role within an IFA or financial advice firm. You must have experience of third party research projects including platforms and fund research. You will need to be Diploma qualified and ideally chartered status or progressing towards this. The position offer's excellent career progression with full support for further professional exams and an option of the opportunity of future career progression to an IFA if required.
Mar 25, 2026
Full time
Our client is the wealth management division of a large financial services business that has offices throughout the UK. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business. Following a recent restructure they are looking for Paraplanner to join their IFA support team. Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients. You will Regularly participate in team meetings establishing strong relationships with advisors and the administration team. It is essential that you have experience in a paraplanning or technical role within an IFA or financial advice firm. You must have experience of third party research projects including platforms and fund research. You will need to be Diploma qualified and ideally chartered status or progressing towards this. The position offer's excellent career progression with full support for further professional exams and an option of the opportunity of future career progression to an IFA if required.
A well-established and growing financial planning firm is seeking to appoint a Senior Compliance Monitoring Executive to join their team based in Canterbury. This is an excellent opportunity for a Diploma-qualified professional with strong experience within financial planning or paraplanning who is looking to move into a more technical and supervisory compliance role. The firm is particularly interested in speaking with experienced paraplanners or senior paraplanners who are keen to transition into compliance while remaining closely connected to the financial planning process. The Role The successful candidate will play a key role in supporting the firm's compliance monitoring programme. A core aspect of the position will involve reviewing and monitoring the work of paraplanners and advisers, ensuring files meet regulatory standards and internal quality expectations. Key Responsibilities Conduct compliance monitoring reviews of client files and documentation Review and assess paraplanning work to ensure regulatory and internal standards are met Provide feedback and guidance to paraplanners and advisers where required Support the development and improvement of internal compliance procedures Assist with regulatory monitoring and reporting requirements Work closely with the wider financial planning and compliance teams Candidate Requirements Diploma qualified (Level 4) or working towards completion Strong experience within financial planning, paraplanning, or technical support roles Good understanding of UK financial services regulation and suitability requirements Strong analytical skills and excellent attention to detail Ability to communicate feedback clearly and support colleagues in maintaining high standards Interest in developing a longer-term career within compliance What's on Offer Salary of £40,000 - £50,000 depending on experience Hybrid working arrangements Discretionary bonus Competitive benefits package Opportunity to join a growing and supportive business environment If you are a technical paraplanner or financial planning professional looking to move into a compliance-focused role, this could be an excellent next step in your career.
Mar 25, 2026
Full time
A well-established and growing financial planning firm is seeking to appoint a Senior Compliance Monitoring Executive to join their team based in Canterbury. This is an excellent opportunity for a Diploma-qualified professional with strong experience within financial planning or paraplanning who is looking to move into a more technical and supervisory compliance role. The firm is particularly interested in speaking with experienced paraplanners or senior paraplanners who are keen to transition into compliance while remaining closely connected to the financial planning process. The Role The successful candidate will play a key role in supporting the firm's compliance monitoring programme. A core aspect of the position will involve reviewing and monitoring the work of paraplanners and advisers, ensuring files meet regulatory standards and internal quality expectations. Key Responsibilities Conduct compliance monitoring reviews of client files and documentation Review and assess paraplanning work to ensure regulatory and internal standards are met Provide feedback and guidance to paraplanners and advisers where required Support the development and improvement of internal compliance procedures Assist with regulatory monitoring and reporting requirements Work closely with the wider financial planning and compliance teams Candidate Requirements Diploma qualified (Level 4) or working towards completion Strong experience within financial planning, paraplanning, or technical support roles Good understanding of UK financial services regulation and suitability requirements Strong analytical skills and excellent attention to detail Ability to communicate feedback clearly and support colleagues in maintaining high standards Interest in developing a longer-term career within compliance What's on Offer Salary of £40,000 - £50,000 depending on experience Hybrid working arrangements Discretionary bonus Competitive benefits package Opportunity to join a growing and supportive business environment If you are a technical paraplanner or financial planning professional looking to move into a compliance-focused role, this could be an excellent next step in your career.
Client Services Assistant Majority remote with monthly meet-up in Gerrards Cross 35 hours per week, last Friday of every month off Salary - £30,000 A growing independent financial planning firm is looking to appoint a Client Services Assistant to support its team of Financial Planners and Technical Specialists. The business provides bespoke life and financial planning to individuals and families, helping clients build, manage and preserve their wealth through tailored long-term strategies. This is a primarily remote role with one in-person team day each month in Gerrards Cross. Key responsibilities Processing new and existing business Supporting the onboarding of new clients Managing client review processes Responding to queries from clients, providers and colleagues Liaising with clients to arrange meetings Maintaining accurate client records using the back-office system Working closely with Financial Planners, Technical Specialists and providers to ensure a smooth client journey Assisting with suitability letters and reports Requirements Ideally 2+ years' experience within an IFA or wealth management environment Strong organisational skills and attention to detail Strong written and verbal communication skills Good IT skills Package 12 additional wellness days (last Friday of every month off) Annual bonus based on personal and company performance Private medical insurance Life assurance Pension contributions Remote working with monthly team meet-ups in Gerrards Cross Fully funded training towards professional qualifications 28 days holiday including three days over Christmas/New Year Regular team incentives, development days and social events
Mar 25, 2026
Full time
Client Services Assistant Majority remote with monthly meet-up in Gerrards Cross 35 hours per week, last Friday of every month off Salary - £30,000 A growing independent financial planning firm is looking to appoint a Client Services Assistant to support its team of Financial Planners and Technical Specialists. The business provides bespoke life and financial planning to individuals and families, helping clients build, manage and preserve their wealth through tailored long-term strategies. This is a primarily remote role with one in-person team day each month in Gerrards Cross. Key responsibilities Processing new and existing business Supporting the onboarding of new clients Managing client review processes Responding to queries from clients, providers and colleagues Liaising with clients to arrange meetings Maintaining accurate client records using the back-office system Working closely with Financial Planners, Technical Specialists and providers to ensure a smooth client journey Assisting with suitability letters and reports Requirements Ideally 2+ years' experience within an IFA or wealth management environment Strong organisational skills and attention to detail Strong written and verbal communication skills Good IT skills Package 12 additional wellness days (last Friday of every month off) Annual bonus based on personal and company performance Private medical insurance Life assurance Pension contributions Remote working with monthly team meet-ups in Gerrards Cross Fully funded training towards professional qualifications 28 days holiday including three days over Christmas/New Year Regular team incentives, development days and social events
About the role As Spear expands its reach across the North, our Northern Development Coach will focus on two things: equipping young people facing barriers to employment with the confidence, mindset and skills to move into sustainable work, and developing the coaches around you to do the same. To do this, you will work across Spear Centres throughout the region - delivering coaching sessions directly with -year-olds as well as supporting and upskilling Spear Centre teams Key information: Salary: from £27,000 Full-time, 12-14 month Fixed Term Contract, with the possibility of extension 28 days annual leave (including Christmas gift days) plus bank holidays (pro rata) Closing date: Monday 13th April, 09.00am (we interview on a rolling basis and will close the role early if we find the right candidate) For more information please read through our Job Specification and Work with Us Pack. If you require any reasonable adjustments as part of the recruitment process, please let us know. Person Specifiction A practising Christian, passionate about personally representing the values and beliefs of Spear, and our mission to equip and support young people facing barriers to employment Demonstrable experience as a coach, or a background in youth work or teaching, and are keen to develop these skills further A heart for young people and releasing their potential, no matter what challenging circumstances they are facing Effective interpersonal skills and high emotional intelligence with a sense of humour and fun Exercises initiative, highly self-motivated, flexible and a forward planner Good administrative and organisational skills, and prioritises workload effectively Works well under pressure with the ability to exercise initiative
Mar 25, 2026
Full time
About the role As Spear expands its reach across the North, our Northern Development Coach will focus on two things: equipping young people facing barriers to employment with the confidence, mindset and skills to move into sustainable work, and developing the coaches around you to do the same. To do this, you will work across Spear Centres throughout the region - delivering coaching sessions directly with -year-olds as well as supporting and upskilling Spear Centre teams Key information: Salary: from £27,000 Full-time, 12-14 month Fixed Term Contract, with the possibility of extension 28 days annual leave (including Christmas gift days) plus bank holidays (pro rata) Closing date: Monday 13th April, 09.00am (we interview on a rolling basis and will close the role early if we find the right candidate) For more information please read through our Job Specification and Work with Us Pack. If you require any reasonable adjustments as part of the recruitment process, please let us know. Person Specifiction A practising Christian, passionate about personally representing the values and beliefs of Spear, and our mission to equip and support young people facing barriers to employment Demonstrable experience as a coach, or a background in youth work or teaching, and are keen to develop these skills further A heart for young people and releasing their potential, no matter what challenging circumstances they are facing Effective interpersonal skills and high emotional intelligence with a sense of humour and fun Exercises initiative, highly self-motivated, flexible and a forward planner Good administrative and organisational skills, and prioritises workload effectively Works well under pressure with the ability to exercise initiative
We are looking for a paraplanner, minimum 2 years experience of working with senior financial planners. Minimum of level 4 qualified with further professional exams either taken or planned The role is to deliver first class research and report work for the advisers. Role breakdown Gathering and undertaking research of products Analysing technical elements of products to establish appropriate options for clients. Compare and contrast the elements of products to select most appropriate option for clients. Undertake cost analysis to establish aggregated costs and charges of financial products Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances. Undertake income sustainability analysis to meet clients income drawdown needs. Maintain detailed research and analysis records to demonstrate suitability of advice Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client's needs and objectives. Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable. Work methodically and in a timely manner to meet with client's expectations. All work is completed with due care, skill and diligence and full co-operation with Financial Adviser, Client Support to ensure the best outcome for the client Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards. Maintain technical knowledge through a programme of Continuing Professional Development. Support the business growth and development through participation in projects and workgroups To carry out any other reasonable duties as requested by line management or directors Please note - due to to the high response rate we will only be contacting candidates that meet the following criteria. That have industry experience - wealth of financial planning as a paraplanner That hold a minimum of level 4 qualifications in line with FCA and RDR regulations
Mar 25, 2026
Full time
We are looking for a paraplanner, minimum 2 years experience of working with senior financial planners. Minimum of level 4 qualified with further professional exams either taken or planned The role is to deliver first class research and report work for the advisers. Role breakdown Gathering and undertaking research of products Analysing technical elements of products to establish appropriate options for clients. Compare and contrast the elements of products to select most appropriate option for clients. Undertake cost analysis to establish aggregated costs and charges of financial products Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances. Undertake income sustainability analysis to meet clients income drawdown needs. Maintain detailed research and analysis records to demonstrate suitability of advice Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client's needs and objectives. Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable. Work methodically and in a timely manner to meet with client's expectations. All work is completed with due care, skill and diligence and full co-operation with Financial Adviser, Client Support to ensure the best outcome for the client Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards. Maintain technical knowledge through a programme of Continuing Professional Development. Support the business growth and development through participation in projects and workgroups To carry out any other reasonable duties as requested by line management or directors Please note - due to to the high response rate we will only be contacting candidates that meet the following criteria. That have industry experience - wealth of financial planning as a paraplanner That hold a minimum of level 4 qualifications in line with FCA and RDR regulations
Job Role: Paraplanner Location: Bristol Salary: £45,000 Job Reference: 10063 Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. This is a fantastic opportunity for a diploma qualified paraplanner in Bristol to join a fast-paced, client-focused environment where your work will directly contribute to the company's continued growth and reputation for excellent service. Do you want to have: A chance to be part of a growing and ambitious organisation? Work within a supportive team culture with opportunities for development? Earning a competitive salary, discretionary bonus, and flexible benefits? Work within a hybrid working model Career progression into advising or management within 18 months If this sounds like it could be of interest continue to read! Role responsibilities: Draft suitability reports with guidance. Liaise with Financial Planners to complete and accurate information for advice. Interpret adviser meeting notes and prepare appropriate recommendations. Support advisers with technical guidance to help deliver good consumer outcomes. Conduct research and maintain compliance throughout all casework. Keep workflows and records up to date to ensure accurate and timely reporting. Meet output targets for producing advice documents. Communicate effectively with advisers, client support, and colleagues. Manage personal caseload efficiently, maintaining accurate files and documentation. Gather and analyse policy data; produce illustrations and supporting documents. Assist with processing new business. Job Requirements: Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service. Diploma in Financial Planning. Ability to work under pressure and manage own workload. Ability to work as part of a team and to learn new skills/knowledge. Analytical mind and excellent attention to detail. Benefits: Competitive salary Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee) 25 days Annual Leave + public holidays,- Buy and sell holidays up to 5 days Office Christmas close (3-days) A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. Hybrid working Further education and training support Discretionary performance related bonus Confidential Employee Assistance Programme 2 days per year for voluntary work And lots of flexible benefits to choose from! This is an excellent opportunity to take the next step in your career and grow as a confident, highly skilled paraplanner. With hands-on training, strong mentorship, and a clear path for development, you'll be supported every step of the way. If you're ready to build on your experience and join a forward-thinking firm that values your growth, apply today and start shaping your future in financial planning.
Mar 25, 2026
Full time
Job Role: Paraplanner Location: Bristol Salary: £45,000 Job Reference: 10063 Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions. This is a fantastic opportunity for a diploma qualified paraplanner in Bristol to join a fast-paced, client-focused environment where your work will directly contribute to the company's continued growth and reputation for excellent service. Do you want to have: A chance to be part of a growing and ambitious organisation? Work within a supportive team culture with opportunities for development? Earning a competitive salary, discretionary bonus, and flexible benefits? Work within a hybrid working model Career progression into advising or management within 18 months If this sounds like it could be of interest continue to read! Role responsibilities: Draft suitability reports with guidance. Liaise with Financial Planners to complete and accurate information for advice. Interpret adviser meeting notes and prepare appropriate recommendations. Support advisers with technical guidance to help deliver good consumer outcomes. Conduct research and maintain compliance throughout all casework. Keep workflows and records up to date to ensure accurate and timely reporting. Meet output targets for producing advice documents. Communicate effectively with advisers, client support, and colleagues. Manage personal caseload efficiently, maintaining accurate files and documentation. Gather and analyse policy data; produce illustrations and supporting documents. Assist with processing new business. Job Requirements: Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service. Diploma in Financial Planning. Ability to work under pressure and manage own workload. Ability to work as part of a team and to learn new skills/knowledge. Analytical mind and excellent attention to detail. Benefits: Competitive salary Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee) 25 days Annual Leave + public holidays,- Buy and sell holidays up to 5 days Office Christmas close (3-days) A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. Hybrid working Further education and training support Discretionary performance related bonus Confidential Employee Assistance Programme 2 days per year for voluntary work And lots of flexible benefits to choose from! This is an excellent opportunity to take the next step in your career and grow as a confident, highly skilled paraplanner. With hands-on training, strong mentorship, and a clear path for development, you'll be supported every step of the way. If you're ready to build on your experience and join a forward-thinking firm that values your growth, apply today and start shaping your future in financial planning.
Financial Planner - AI-Enabled, Client-Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship-building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high-quality warm leads each week, while automated back-office processes, AI-assisted research, and AI-powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed-fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI-Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high-quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Mar 25, 2026
Full time
Financial Planner - AI-Enabled, Client-Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship-building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high-quality warm leads each week, while automated back-office processes, AI-assisted research, and AI-powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed-fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI-Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high-quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI - Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Mar 25, 2026
Full time
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI - Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI - Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Mar 25, 2026
Full time
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different AI - Enabled Operations AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different: AI - Enabled Operations: AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility: Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside: Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Mar 25, 2026
Full time
Financial Planner - AI - Enabled, Client - Centric Advisory Firm (Hybrid/Remote) A new era of financial planning-powered by AI, designed for client excellence. This is not a traditional wealth management role. This is a firm that uses AI as a strategic advantage-allowing you to spend the majority of your time where you add the most value: client interaction, relationship - building, and new client acquisition. By integrating AI across the business, the firm delivers 2-4 high - quality warm leads each week, while automated back - office processes, AI - assisted research, and AI - powered paraplanning dramatically reduce admin time. The result? Planners get to operate at their best-spending more time advising and less time managing workflow. The business operates on a transparent fixed - fee model, serves both wealth accumulators and retirees, and is built on values, integrity, and putting clients first. You're treated like a partner-not a cog in a corporate machine. The culture is flat, collaborative, and fast-moving, with a genuine commitment to supporting both adviser success and exceptional client outcomes. Salary: Up to £60,000 base OTE: £100,000 to £200,00 earn over 40% of your fees. Long-term upside: Equity or growth share options available for high-impact contributors What Makes This Role Different: AI - Enabled Operations: AI handles large parts of the back office: initial research, suitability report drafting, document preparation, and workflow management. You focus on planning, relationships, and growth-not admin. Freedom With Responsibility: Work remotely and flexibly, in the way that best serves your clients. Your ideas matter-new initiatives are actioned quickly, without bureaucratic delay. Career Ownership & Long-Term Upside: Shape your own proposition-whether that's business-exit planning, NHS advice, or specialist niches. Earn equity/growth shares based on your contribution to the firm's success. Responsibilities Deliver high - quality, holistic financial advice to both wealth builders and retirees. Build and nurture long-term client relationships grounded in transparency and trust. Convert the consistent stream of AI-generated leads into loyal, long-term clients. Use AI tools and streamlined tech systems to improve efficiency and client experience. Bring new ideas to drive firmwide growth-through partnerships, content, or specialist planning. Demonstrate and live out the firm's values in all client and team interactions. Requirements Level 4 Diploma in Financial Planning (minimum). Experience advising clients across the full advice spectrum. Strong interpersonal skills with a genuine passion for speaking to people. Comfortable in a flexible, remote-first environment. Benefits Flexible/Remote Working: Operate from anywhere that suits you. Unlimited Holiday: As long as responsibilities are met. Guaranteed Lead Flow: 2-4 quality leads per week, consistently. Growth Budget: Funding for events, marketing, and specialist initiatives. Client Bank to Inherit: Immediate portfolio as the current planner is at capacity. Flat Structure: Work closely with senior leadership and influence firm direction. Equity/Growth Shares: For those who contribute significantly to growth and culture.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is looking for an experienced Financial Planning savvy professional to join them as an Administrator / Paraplanner, the ideal candidate will have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world. Additional exposure to elements of Paraplanning such as research and report writing would be advantageous but not essential. My clients' offices are just outside of the city centre to the East of Norwich, they are a close-knit group, who are extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff. This role will be to support the Managing Director with their administration and paraplanning tasks. Salary level: £33,800 -£36,500 depending on experience Job Type: Permanent, Office Based Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year) Hours: Monday to Friday 9am- 5pm Location: Office based, Norwich, Norfolk Benefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary period This position entails working closely with the MD and providing one to one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via the telephone, email and letter. The key tasks of the Administrator/ Paraplanner include: Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice an advantage, but not essential Experience of Intelliflo and Transact - desirable Knowledge of products and procedures Articulate, good communication and organisational skills Ability to work within established team structure Ability to prioritise workload Perform to a high standard in a pressurised environment, where necessary Attention to detail My clients' procedures for both new business and client reviews are well established, and training can be provided. Occasional cross-team support will be required to cover holiday's and/or sickness. Key Skills Previous experience in administration processes within an IFA practice is desirable Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential Experience of Intelliflo and Transact is desirable Knowledge of products and procedures You will be articulate, a good communicator and have excellent organisational skills The ability to work within an established team structure The ability to prioritise your workload Experience of performing to a high standard in a pressurised environment, where necessary Hold a good attention to detail My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client has been a directly authorised Advisory Firm since 1996. My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform.
Mar 25, 2026
Full time
My client is looking for an experienced Financial Planning savvy professional to join them as an Administrator / Paraplanner, the ideal candidate will have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world. Additional exposure to elements of Paraplanning such as research and report writing would be advantageous but not essential. My clients' offices are just outside of the city centre to the East of Norwich, they are a close-knit group, who are extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff. This role will be to support the Managing Director with their administration and paraplanning tasks. Salary level: £33,800 -£36,500 depending on experience Job Type: Permanent, Office Based Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year) Hours: Monday to Friday 9am- 5pm Location: Office based, Norwich, Norfolk Benefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary period This position entails working closely with the MD and providing one to one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via the telephone, email and letter. The key tasks of the Administrator/ Paraplanner include: Previous experience in administration processes within an IFA practice Experience of Paraplanning processes within an IFA practice an advantage, but not essential Experience of Intelliflo and Transact - desirable Knowledge of products and procedures Articulate, good communication and organisational skills Ability to work within established team structure Ability to prioritise workload Perform to a high standard in a pressurised environment, where necessary Attention to detail My clients' procedures for both new business and client reviews are well established, and training can be provided. Occasional cross-team support will be required to cover holiday's and/or sickness. Key Skills Previous experience in administration processes within an IFA practice is desirable Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential Experience of Intelliflo and Transact is desirable Knowledge of products and procedures You will be articulate, a good communicator and have excellent organisational skills The ability to work within an established team structure The ability to prioritise your workload Experience of performing to a high standard in a pressurised environment, where necessary Hold a good attention to detail My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client has been a directly authorised Advisory Firm since 1996. My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform.
Exchange Street Claims & Financial Services
Wilmslow, Cheshire
Just because you are happy doesn't mean you can't be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that? This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that's no mean feat. As you might have guessed, they do things a bit differently here. The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job. It's also why they offer 33 days holiday (increasing to 38 days with service). Why they pay above market level salaries. And it's why they offer an annual review of salary and a bonus scheme of up to 7% of salary. There's also: Hybrid working Flexible hours Death in Service Pension Income Protection As for the job you are called a Client Manager for a reason and it's because of the unique way the firm structures itself. You're not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You'll get your own client portfolio to manage, clients often with £1m+ in assets, and you'll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility. It's challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don't want the pressure of targets. HERE'S WHAT YOU'LL NEED: You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there. But whilst serious about the job the business has long invested a great deal in making sure it's a fun and interesting place to work. Wellbeing isn't just a buzzword here - it's an integral part of the firm's ethos. You are someone who will thrive in that environment and will see yourself as a team player. - You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Mar 25, 2026
Full time
Just because you are happy doesn't mean you can't be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that? This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that's no mean feat. As you might have guessed, they do things a bit differently here. The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job. It's also why they offer 33 days holiday (increasing to 38 days with service). Why they pay above market level salaries. And it's why they offer an annual review of salary and a bonus scheme of up to 7% of salary. There's also: Hybrid working Flexible hours Death in Service Pension Income Protection As for the job you are called a Client Manager for a reason and it's because of the unique way the firm structures itself. You're not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You'll get your own client portfolio to manage, clients often with £1m+ in assets, and you'll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility. It's challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don't want the pressure of targets. HERE'S WHAT YOU'LL NEED: You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there. But whilst serious about the job the business has long invested a great deal in making sure it's a fun and interesting place to work. Wellbeing isn't just a buzzword here - it's an integral part of the firm's ethos. You are someone who will thrive in that environment and will see yourself as a team player. - You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Exchange Street Claims & Financial Services
Milton Keynes, Buckinghamshire
This isn't a stepping-stone role. It's a destination. This business are employee owned through an Employer Ownership Trust (EOT). That means the business won't be sold, because it needs trustee approval (that it will never get) for that to happen. And as a beneficiary of that trust you get a seat at the table when it comes to deciding on plans and what you do with your profits. So if you want a job for life, you've basically got one. And it's not just any job.This business is one of the absolute best in the UK. That sounds a big claim but honestly, mention their name to people in the profession and they'll nod. They know.They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll attest to that.The career journey you'll go on will lead you to Certified status. To being one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there. Who doesn't want to be an expert? PAY & WORKING ENVIRONMENT Along with a career journey there's a pay journey. As you develop and grow so will your salary. There's also: A bonus for each exam you pass Annual salary appraisal Company bonus scheme (a sizeable four figure amount each year) PMI DIS Holidays that increase to 27 days with time served Exam/membership support On-site gym Work-life balance - it's rare you'll see one of your peers in the office after 5pm THE JOB ITSELF You'll be a senior paraplanner working on complex, challenging cases, supporting the planners at the business who are all Chartered/Certified. You will also be the team lead for the wider support function, overseeing the paraplanning and admin teams (currently 7 people in total). This means managing cases/workflow from start to finish, training, mentoring etc. The HR/management of the team will stay with the Practice Head so you get to focus on all the fun stuff. HERE'S WHAT YOU'LL NEED You'll want to be a paraplanner not a financial planner. You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).You'll be a big believer in cashflow modelling and lifestyle financial planning. You'll be client centric and will want the absolute best for them.You don't need to have leadership experience. But you'll probably be a senior, go-to person at your business already. You will either live in the Milton Keynes area or be open to relocating. The firm even have access to quality local accommodation for less than £500 per month through one of their generous clients. Some jobs are so good they're worth moving for. -Ready to be happier? Click apply and find out more about this game-changing life/career opportunity. If you don't have a CV just send us a way of contacting you. Everyone will get a response.
Mar 25, 2026
Full time
This isn't a stepping-stone role. It's a destination. This business are employee owned through an Employer Ownership Trust (EOT). That means the business won't be sold, because it needs trustee approval (that it will never get) for that to happen. And as a beneficiary of that trust you get a seat at the table when it comes to deciding on plans and what you do with your profits. So if you want a job for life, you've basically got one. And it's not just any job.This business is one of the absolute best in the UK. That sounds a big claim but honestly, mention their name to people in the profession and they'll nod. They know.They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll attest to that.The career journey you'll go on will lead you to Certified status. To being one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there. Who doesn't want to be an expert? PAY & WORKING ENVIRONMENT Along with a career journey there's a pay journey. As you develop and grow so will your salary. There's also: A bonus for each exam you pass Annual salary appraisal Company bonus scheme (a sizeable four figure amount each year) PMI DIS Holidays that increase to 27 days with time served Exam/membership support On-site gym Work-life balance - it's rare you'll see one of your peers in the office after 5pm THE JOB ITSELF You'll be a senior paraplanner working on complex, challenging cases, supporting the planners at the business who are all Chartered/Certified. You will also be the team lead for the wider support function, overseeing the paraplanning and admin teams (currently 7 people in total). This means managing cases/workflow from start to finish, training, mentoring etc. The HR/management of the team will stay with the Practice Head so you get to focus on all the fun stuff. HERE'S WHAT YOU'LL NEED You'll want to be a paraplanner not a financial planner. You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).You'll be a big believer in cashflow modelling and lifestyle financial planning. You'll be client centric and will want the absolute best for them.You don't need to have leadership experience. But you'll probably be a senior, go-to person at your business already. You will either live in the Milton Keynes area or be open to relocating. The firm even have access to quality local accommodation for less than £500 per month through one of their generous clients. Some jobs are so good they're worth moving for. -Ready to be happier? Click apply and find out more about this game-changing life/career opportunity. If you don't have a CV just send us a way of contacting you. Everyone will get a response.
Exchange Street Claims & Financial Services
Manchester, Lancashire
"I've gone as far as I can" The number one reason people move jobs? They've stopped learning. And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now. And that leads to people feeling unfulfilled. Bored even. They've gone as far as they can. Not here. This Chartered IFA firm is one of the best outfits in the North West (even FT Adviser would agree). They take the retention of their staff seriously and have an impressive pedigree when it comes to developing their people. You'll have the framework to become a senior paraplanner with wider team responsibilities. You can even move into planning. But they'll be honest. Becoming a planner is achievable through their academy but over the medium-long term (2-3 years). There won't be any over-promising and under-delivering here. As for the job itself you'll be one of 13 paraplanners providing full paraplanning support to a similar number of IFAs. You'll typically work with more than one planner - 3 is the likely number - providing variety to the cases you'll oversee. It also provides variety in relationships and the way different planners work. The salary (up to £45,000) reflects how seriously this business takes the hiring and retention of the best talent. It's important to know they trust their staff. They offer hybrid working (2 days a week in the office) and have flexible working between 8am and 6pm. As long as you do your hours and your core hours of 10-4, the rest is up to you. A great sign that you'll be treated as the adult you are. There's also: 27 days holiday Company Pension Scheme - employer matching up to 7.5% Group Life Scheme Benefit hub with discounts/vouchers etc. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and have experience as a paraplanner. You don't need years and years of experience, but it will have an impact on the salary on offer. This is a business that has done wonders for people's careers. They hire not only on what you can do now, but your potential. So you'll be ambitious but humble and keen to learn. Ready to go further? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Mar 25, 2026
Full time
"I've gone as far as I can" The number one reason people move jobs? They've stopped learning. And that's because a lot of people and by extension firms think short-term. And when they think short-term they don't think about their employee's ambitions. Their futures. How they'll progress and get better. It's all about the here and now. And that leads to people feeling unfulfilled. Bored even. They've gone as far as they can. Not here. This Chartered IFA firm is one of the best outfits in the North West (even FT Adviser would agree). They take the retention of their staff seriously and have an impressive pedigree when it comes to developing their people. You'll have the framework to become a senior paraplanner with wider team responsibilities. You can even move into planning. But they'll be honest. Becoming a planner is achievable through their academy but over the medium-long term (2-3 years). There won't be any over-promising and under-delivering here. As for the job itself you'll be one of 13 paraplanners providing full paraplanning support to a similar number of IFAs. You'll typically work with more than one planner - 3 is the likely number - providing variety to the cases you'll oversee. It also provides variety in relationships and the way different planners work. The salary (up to £45,000) reflects how seriously this business takes the hiring and retention of the best talent. It's important to know they trust their staff. They offer hybrid working (2 days a week in the office) and have flexible working between 8am and 6pm. As long as you do your hours and your core hours of 10-4, the rest is up to you. A great sign that you'll be treated as the adult you are. There's also: 27 days holiday Company Pension Scheme - employer matching up to 7.5% Group Life Scheme Benefit hub with discounts/vouchers etc. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and have experience as a paraplanner. You don't need years and years of experience, but it will have an impact on the salary on offer. This is a business that has done wonders for people's careers. They hire not only on what you can do now, but your potential. So you'll be ambitious but humble and keen to learn. Ready to go further? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial plans and strategies tailored to individual client needs. Maintain up-to-date knowledge of industry regulations and best practices. Assist with Letters of Authority Requirements: Level 4 Diploma qualified (preferred) Proven experience in a similar role within the financial services industry. Strong analytical skills and attention to detail. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks efficiently. Proficiency in financial planning software and Microsoft Office Suite. Package: Remote working arrangement Comprehensive benefits package Opportunity for professional development within a growing company.
Mar 25, 2026
Full time
We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial plans and strategies tailored to individual client needs. Maintain up-to-date knowledge of industry regulations and best practices. Assist with Letters of Authority Requirements: Level 4 Diploma qualified (preferred) Proven experience in a similar role within the financial services industry. Strong analytical skills and attention to detail. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks efficiently. Proficiency in financial planning software and Microsoft Office Suite. Package: Remote working arrangement Comprehensive benefits package Opportunity for professional development within a growing company.
We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial plans and strategies tailored to individual client needs. Maintain up-to-date knowledge of industry regulations and best practices. Assist with Letters of Authority Requirements: Level 4 Diploma qualified (preferred) Proven experience in a similar role within the financial services industry. Strong analytical skills and attention to detail. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks efficiently. Proficiency in financial planning software and Microsoft Office Suite. Package: Remote working arrangement Comprehensive benefits package Opportunity for professional development within a growing company.
Mar 25, 2026
Full time
We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK. Location: This is a fully remote position with no requirement to attend an office. Role Overview: As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice. Key Responsibilities: Collaborate with Advisors to prepare comprehensive and accurate client reports. Conduct thorough research on financial products, investment opportunities, and regulatory changes. Provide technical support to Advisors, offering insights and recommendations on complex financial matters. Assist in the development of financial plans and strategies tailored to individual client needs. Maintain up-to-date knowledge of industry regulations and best practices. Assist with Letters of Authority Requirements: Level 4 Diploma qualified (preferred) Proven experience in a similar role within the financial services industry. Strong analytical skills and attention to detail. Excellent written and verbal communication skills. Ability to work independently and manage multiple tasks efficiently. Proficiency in financial planning software and Microsoft Office Suite. Package: Remote working arrangement Comprehensive benefits package Opportunity for professional development within a growing company.
Exchange Street Claims & Financial Services
Bristol, Somerset
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED: You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Mar 25, 2026
Full time
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED: You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Exchange Street Claims & Financial Services
Cirencester, Gloucestershire
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED: You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Mar 25, 2026
Full time
Fed up of no progress and poor pay? Not problems you'll encounter at this business. Here they have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary and there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED: You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
A well-established and growing financial planning firm is seeking a Junior Paraplanner / Report Writer to join their team in Truro. This is an excellent opportunity for someone working towards their Level 4 Diploma who is looking to develop their career within a highly regarded wealth management environment. You will play a key role supporting financial advisers by preparing research, producing suitability reports and assisting with new business processing. The firm offers a supportive team environment and strong opportunities for training, development and professional progression. The Role Working closely with advisers and the wider financial planning team, you will provide high-quality paraplanning and report writing support, ensuring work is completed accurately and in line with regulatory standards. Key responsibilities will include: Logging and managing paraplanning requests from advisers Providing paraplanning support across a range of new business including investments, pensions and protection Preparing suitability reports based on fact finds, research and adviser notes Conducting provider and fund research, including risk scoring and performance analysis Producing quotes and illustrations using provider platforms and research tools Ensuring client records and fact finds are complete and up to date within the back-office system Liaising with advisers where further information is required Maintaining a high level of accuracy in all data, analysis and written work About You The ideal candidate will have experience within financial services and be looking to progress their career in paraplanning. You will ideally have: Around 1-2 years' experience within financial services, ideally in a paraplanning or report writing capacity Working towards the Level 4 Diploma in Financial Planning (or equivalent) Experience using financial services back-office systems Strong written communication skills with the ability to translate complex information into clear reports Good attention to detail with excellent organisation and time management skills A proactive and positive approach with strong problem-solving ability Confidence working both independently and as part of a team Salary & Benefits Basic salary to £35,000 salary depending on experience 25 days holiday plus bank holidays Pension scheme Life assurance Access to a flexible benefits platform Ongoing training and support towards professional qualifications This is a fantastic opportunity to join a growing and supportive firm where you can continue developing your paraplanning career within financial planning.
Mar 25, 2026
Full time
A well-established and growing financial planning firm is seeking a Junior Paraplanner / Report Writer to join their team in Truro. This is an excellent opportunity for someone working towards their Level 4 Diploma who is looking to develop their career within a highly regarded wealth management environment. You will play a key role supporting financial advisers by preparing research, producing suitability reports and assisting with new business processing. The firm offers a supportive team environment and strong opportunities for training, development and professional progression. The Role Working closely with advisers and the wider financial planning team, you will provide high-quality paraplanning and report writing support, ensuring work is completed accurately and in line with regulatory standards. Key responsibilities will include: Logging and managing paraplanning requests from advisers Providing paraplanning support across a range of new business including investments, pensions and protection Preparing suitability reports based on fact finds, research and adviser notes Conducting provider and fund research, including risk scoring and performance analysis Producing quotes and illustrations using provider platforms and research tools Ensuring client records and fact finds are complete and up to date within the back-office system Liaising with advisers where further information is required Maintaining a high level of accuracy in all data, analysis and written work About You The ideal candidate will have experience within financial services and be looking to progress their career in paraplanning. You will ideally have: Around 1-2 years' experience within financial services, ideally in a paraplanning or report writing capacity Working towards the Level 4 Diploma in Financial Planning (or equivalent) Experience using financial services back-office systems Strong written communication skills with the ability to translate complex information into clear reports Good attention to detail with excellent organisation and time management skills A proactive and positive approach with strong problem-solving ability Confidence working both independently and as part of a team Salary & Benefits Basic salary to £35,000 salary depending on experience 25 days holiday plus bank holidays Pension scheme Life assurance Access to a flexible benefits platform Ongoing training and support towards professional qualifications This is a fantastic opportunity to join a growing and supportive firm where you can continue developing your paraplanning career within financial planning.
Exchange Street Claims & Financial Services
Northampton, Northamptonshire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have 3-4 years of paraplanning experience and be level 4 qualified. You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Mar 25, 2026
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have 3-4 years of paraplanning experience and be level 4 qualified. You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
