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Role: Senior Planner Location: Yorkshire Salary: £80,000/£85,000 + Package Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead in the Yorkshire region click apply for full job details

Overview My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties Processing new business Preparing valuation reports Preparing performance documentation for client review appointments Preparing review checklist for client appointments Obtaining provider information to assist advisers with their recommendations and enable Paraplanners to produce comprehensive reports Run risk profiler results via FE Analytics Ensuring that clients are advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports Ensure client authorisation received to complete switch in line with MIFID II requirements Processing and monitoring switch directly with provider or electronically via platform Preparing half yearly valuation reports for issue to client Provide post review summary reports to clients Completing withdrawal instructions on behalf of clients Ensuring any instructions received are confirmed in writing by client and authentication process is followed Experience / Qualifications Previous experience in an IFA environment is essential. How to apply For more information please contact Graeme Hyland on or email Additional information Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

THE OPPORTUNITY There are roles and then there are callings . This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set . THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft. KEY RESPONSIBILITIES • Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks • Conducting in-depth research across pensions, investments, protection and retirement planning • Analysing client circumstances, objectives, and risk profiles with precision and care • Supporting advisers in designing tailored financial strategies for both new and existing clients • Producing cashflow modelling and long-term financial planning analysis • Ensuring all work adheres to FCA compliance and regulatory expectations • Collaborating closely with advisers, administrators and technical teams • Maintaining impeccable client records and back-office systems • Supporting complex cases and acting as a technical sounding board SKILLS & EXPERIENCE REQUIRED • Proven experience as a Paraplanner within wealth management • Strong technical knowledge across pensions, investments, protection and tax planning • Level 4 Diploma in Financial Planning (essential) • Progression towards Chartered status (highly desirable) • Exceptional report writing skills with a forensic attention to detail • Strong understanding of FCA compliance requirements • Experience with cashflow modelling tools • Ability to manage multiple cases with accuracy and efficiency PERSONAL ATTRIBUTES • Meticulous, analytical and naturally detail-driven • Professional, composed and client-focused in outlook • Able to operate independently while thriving within a collaborative team • Clear communicator with a pragmatic, solutions-led mindset • Calm under pressure, with the discipline to meet deadlines without compromise WHAT'S ON OFFER • Competitive salary reflective of your expertise • Discretionary bonus • Pension contribution • Ongoing professional development and structured career progression • Support towards advanced qualifications and Chartered status • A stable, respected and high-performing environment • The opportunity to be part of a business where excellence is the standard and reputation is everything FINAL WORD This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me. For a confidential discussion, contact Ryan at Financial Divisions.

Paraplanner Bournemouth Office-based Up to £38,000 An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team. The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support. The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner. The Role Preparation of full suitability reports across pensions and investments Technical support to advisers on complex advice cases End-to-end case management from instruction through to completion Liaison with advisers and internal teams to ensure timely and accurate delivery What They're Looking For Proven experience working as a Paraplanner within a financial planning firm Ability to manage cases independently with minimal supervision Strong technical knowledge and high-quality report writing skills Diploma qualifications are not essential; relevant experience and competence are key Package Salary up to £38,000, dependent on experience Discretionary bonus 5% employer pension contribution Health cash plan Additional benefits to be confirmed Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn't the perfect fit, please do still get in touch - we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You'll join a well-regarded practice with a strong reputation for delivering high-quality, relationship-led advice. Working closely with experienced Advisers, you'll play a key role in shaping client recommendations while developing the skills and exposure needed to step into an advisory position in the future. This isn't just a back-office role - as a Paraplanner, you'll be heavily involved in the advice process and given real visibility across client relationships. The Role Writing clear, compliant, and technically robust suitability reports Conducting detailed research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Producing cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Someone organised, detail-focused and keen to develop Progress towards Chartered status would be a big plus, but not essential. What's On Offer Salary to £52,000 Discretionary bonus Pension and full benefits package Structured progression into an Advisory role Ongoing support with further qualifications A stable, well-regarded firm with a strong client base Why This Role? Opportunities offering a genuine route from Paraplanner to Adviser - with the right support, client exposure, and structure - are still relatively rare. This role offers exactly that within a firm that values long-term development and quality advice. If this role is of interest, please send your CV to Harry at Financial Divisions

Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.

A leading development firm based in London is seeking a Town Planner to join their team. The successful candidate will assist with planning reviews and applications, bring at least 3 years of UK Town Planning experience, and have the ability to manage smaller projects. The company offers a friendly work environment, career growth, and a chance to work on diverse projects across residential, commercial, and leisure sectors. A strong teamworking mentality and readiness to travel are required.

FMCG business require a Purchasing Administrator. Applicants need MS Excel knowledge, and ideally have an understanding of; purchasing, supply chain, logistics, stock control or experience in a B2B environment. The Purchasing Administrator will be responsible for monitoring inventory/stock levels and coordinating the movement of inventory/stock between supplier and customer locations. The Purchasing Administrator will work within a team of Buyers and Logistics Planners. Specific duties of the Purchasing Administrator include: Updating stock levels and product codes in MS Excel and business system Relationship building with suppliers and customers Management of purchase order process and expediting Processing of customer orders and arranging delivery Purchasing Administrator applicants should meet the following criteria: Experience using MS Excel Commercial acumen Understanding of procurement, supply chain, logistics or experience in a B2B environment Excellent teamwork and communication skills Comfortable working on a hybrid basis - 2 days in the office

I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. In this role, you will work closely with the Chartered Financial Adviser, attending client meetings and assisting with the planning process. Key responsibilities include: Attending appointments and taking detailed notes. Handling paraplanning duties, including underwriting cases and systems analysis. Conducting research and preparing reports for an existing client bank. Learning internal systems and processes through direct mentorship. A clear development pathway will be provided, including on-the-job training and full funding for your professional exams. This position is ideal for an individual looking to gain valuable client-facing experience while working toward their qualifications.Please get in touch for more information

If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. In this role you will work close

Are you an experienced Paraplanner looking for a role where your technical skills genuinely shape the quality of financial advice delivered to clients? This Paraplanner job offers the chance to join an expanding wealth division, supporting highly experienced Advisers while becoming an integral part of a professional, forward-thinking firm. You'll play a key part in helping to deliver high-quality financial planning solutions by researching products, analysing client information, and preparing insightful, well-structured reports. Working closely with Advisers, you'll be involved in developing personalised strategies across investments, pensions, and retirement planning. This is an ideal move for someone who enjoys technical depth, thrives on accuracy, and wants to work in a business that actively invests in growth. With the wealth team expanding, there's clear opportunity to progress your career over time, whether into senior paraplanning, advice, or specialist technical work. What you'll be doing • Preparing suitability reports and recommendation packs • Undertaking detailed research across pensions, investments and tax-efficient solutions • Supporting cashflow modelling and technical analysis • Working collaboratively with Advisers, admin and wider support functions • Helping ensure all advice and documentation meets regulatory standards Paraplanner Requirements • You must be Level 4 Diploma in Financial Planning or very close to completion • You should have previous Paraplanning or technical support experience within financial planning • You should have strong knowledge of pensions and investments • You should have ability to produce compliant, well-structured reports • Ideally you should have experience using financial planning software such as cashflow tools or research platforms • Ideally you should have background in hybrid-working wealth environments The Company You'll be joining a well-established financial services group with a growing wealth arm. The team benefits from strong internal referrals, modern processes, and access to specialist support functions including compliance, marketing and technical expertise. The environment is collaborative, friendly and focused on delivering quality advice. Paraplanner Benefits • Salary circa £35,000 to £40,000 • Hybrid working with regular office collaboration • Private medical cover • 25 days holiday plus bank holidays • Ongoing professional development support Location You should be within a commutable distance of the office, with flexibility for hybrid working after initial onboarding. If this sounds like the right next step in your career, we'd love to hear from you. Apply today to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Due to our continued success, we require an additional Administrator to join our Investment team. The role will be based at our Head Office in Godalming working within the Wealth Management side of the business. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Plus, a minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. In return we can offer Mon to Fri working hours with a flexi time scheme, generous salary, comprehensive benefits package and the chance to further your career. Tasks and responsibilities: Have a good understanding of the sales process and client review process. Ensuring portfolio reviews are up to date and accurate. Carrying out admin tasks in support of the sales process and client review process. Provide consultants with all requirements for client meetings. Processing of new business applications and fund switches including checks to confirm the documentation is correct. Sending out LOAs and obtaining information from providers in preparation for a report of recommendation. Communicating effectively with clients by letter, e-mail and telephone • Shows initiative and judgement when administering work. Is organised and prioritises work well. Ability to use back-office systems such as Intelliflo and to maintain clear and accurate client records. Maintaining client files and record keeping to a good quality. Understanding how investment platforms work and how to read fund valuations in client portfolios. Opening and distributing incoming post and franking and sending outgoing post. Understanding the compliance issues, guidance, manual, logs and processes. Completing quarterly on-line training in anti-money laundering, data protection, fraud awareness, treating customers fairly and other relevant compliance issues. Attending internal and external training events as appropriate. Complying with the conduct rules within the Certification Regime. Understanding the regulator requirements relating to independent financial advisers. To undertake other duties as reasonably required and directed. Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- A good understanding of the financial services sales process and client review process. Any experience of providing paraplanners with suitability reports is useful but again not essential. Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred. A minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel. In return we can offer a highly competitive financial package including salary reflecting experience and ability, pension scheme on a non-contributory basis and medical insurance. Personal development - help developing your role, exam support including guidance, study leave and the cost of study texts and booking the exam met by employer. Please submit your CV asap for immediate consideration.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.