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We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.

Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (West Sussex) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme

Technical Administrator / Paraplanner Location: Knutsford Salary: Up to £40,000 (dependent on experience) Contract: Permanent Role Purpose An exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford. This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations. You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews. Key Responsibilities Provide comprehensive technical paraplanning support to the Practice Collaborate with Advisers to identify and deliver suitable financial planning solutions Construct and maintain financial strategies across investment, retirement, tax and estate planning Support advice with cashflow modelling and detailed written reports Produce compliant, client-focused suitability reports and recommendations Act as a key technical contact for Advisers throughout the client lifecycle Prepare review documentation including cashflow updates and investment performance analysis Obtain and analyse product information, illustrations and quotes to support comparisons Assist with tax calculations where required Liaise with clients and third parties to progress cases efficiently Support preparation for and attend client meetings where necessary Maintain up-to-date knowledge of templates, regulatory changes and best practice Knowledge & Experience Essential: Previous paraplanning experience within an IFA or Wealth Management environment Strong understanding of financial planning principles and FCA regulatory requirements Experience producing suitability reports and cashflow models Desirable: Level 4 Diploma qualified or working towards (or FPC with significant experience) Experience in pension transfers Experience administering IHT and/or investment products Familiarity with research and planning systems such as Voyant and Analytics Skills & Behaviours Exceptional attention to detail and accuracy Strong analytical and numeracy skills Confident using templated suitability letters and structured report frameworks Highly organised with the ability to manage multiple deadlines Clear and professional written and verbal communication Strong Microsoft Office skills, particularly Word and Excel Ability to work independently while contributing to team objectives Calm, resilient and adaptable Positive and client-focused approach Core Competencies Quality Focus - Takes ownership of delivering accurate and timely work Teamwork - Collaborates effectively to achieve shared goals Embracing Change - Adapts positively to evolving processes Developing Self & Others - Committed to professional growth Communication - Tailors communication style appropriately Planning & Organising - Manages time and priorities effectively Client Care - Delivers consistently high service standards Apply today via NJR Recruitment or call quoting the reference NJR16509 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme

Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme

Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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. 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.

IFA Administrator to Paraplanner - Full Study Support Salary up to £35,000 + Excellent Benefits + Hybrid Working + Full Study Support One of our well-established and highly regarded clients in Hemel Hempstead is looking to welcome an experienced IFA Administrator to their growing team. This is a firm that genuinely values its people. They have built their reputation on long-standing client relationships, meticulous advice standards and creating a supportive, down-to-earth working culture. With continued growth and a steady stream of new business, they are now looking for an IFA Administrator who can hit the ground running and become an integral part of their day-to-day advisory support function. The Opportunity This is not a "sit in the corner and just process paperwork" role. They are looking for someone with at least 2 years' experience within an IFA practice, who understands how advice firms operate and enjoys being at the heart of the action. As an IFA Administrator, you'll be supporting advisers with: Processing new business across multiple providers Fund switches, withdrawals, and general servicing requests Managing pipelines and ensuring cases progress smoothly Maintaining and updating client records Supporting advisers with day-to-day advice administration Experience using platforms such as Aviva, Fidelity, Prudential, Aegon and Quilter would be ideal, as you'll be navigating a range of provider systems confidently and efficiently. Ideally, you'll have experience using a CRM system within a financial planning environment. That said, if you've worked with a different system and are generally comfortable picking up new technology, full training will be provided on the firm's internal systems. Experience with tools such as FE Analytics, Defaqto and/or Cashcalc would certainly be an advantage - but again, support and training are available for the right person. Who They're Looking For You'll be someone who has solid experience within an IFA environment, is organised, proactive and detail-focused, and you understand the importance of client service and timely processing. You will also be someone who wants to be managing multiple cases at different stages. Our client is looking for an IFA Administrator who: Understands the importance of client service and timely processing Can manage multiple cases at different stages Wants to continue developing professionally Whether or not you're already studying towards your CII Level 4 Diploma, they will fully support you through it, including study material and examination costs. What's On Offer Salary of £30,000 - £35,000 depending on experience Auto-Enrolment Pension (4% Employer / 4% Employee via Salary Sacrifice) Life Cover (3x Salary) Hybrid working (following probation/training period) Holiday Purchase Scheme Staff Referral Scheme Employee Assistance Programme Full financial support for CII exams up to Level 4 Diploma Why This Role? This is an excellent opportunity for someone who enjoys being relied upon, who takes pride in accuracy and efficiency, and who wants to be part of a professional yet friendly team where your contribution genuinely matters. If you're looking for a stable, growing firm where you can develop your technical knowledge, gain qualifications and build a long-term career within financial services - this could be a very smart move. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions

This role suits someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry. Financial Services Administrator: Part-Time/Full-Time and Flexible Edinburgh (hybrid options) £24,000-£26,000 FTE, pro rata for part-time Permanent You'll support a small, friendly financial planning office with client servicing and new business administration. You'll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it. The work First point of contact for client queries Client onboarding, file set-up, gathering documents Processing new business and servicing tasks end-to-end LOAs, provider chasing, application follow-ups Preparing meeting packs and client documentation Maintaining accurate CRM records and tracking key dates Supporting report production in the firm's reporting process (not full paraplanning) Systems Intelliflo CRM (core system) Moving to Dynamic Planner shortly Microsoft Office and Adobe used for documents and day-to-day admin What matters Experience in an IFA or financial planning admin role Confident speaking to clients and providers Organised, accurate, calm under pressure Comfortable working with systems and processes The flexibility: We are open on pattern and hours. Examples that can work: 3 - 4 days per week School hours Condensed hours across fewer days Hybrid options depending on the week and client meetings Talk to us to see what may be possible for you Benefits Discretionary bonus 10% pension contribution Life insurance Income protection Exam support if you want it Dog-friendly office Parking Paid Taxi allowance

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will manage internal referrals as well as establishing new client connections. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships So if you are a proactive and professional Wealth Manager seeking a new and exciting opportunity, are you self motivated and able to deal with a wide range of introducers and professional connections and want to work for a well respected and innovative firm committed to professional development, we would like to hear from you. This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

If you're an experienced Paraplanner who wants to be more than just the person behind the report, this could be a great move. A small, growing London-based financial planning firm is looking to bring in a Paraplanner to work closely with its advisers and client team. The client base is made up largely of business owners, legal professionals and City-based individuals - thoughtful clients who value proper planning. This is a hands-on role where your work genuinely matters. You'll be building detailed cashflow models (Voyant), producing clear and well-structured suitability reports, carrying out technical research across pensions, investments and protection, and helping shape planning strategies after reviews. You'll work closely with advisers to understand each client's priorities and help translate that into clear, compliant advice. They're looking for someone who: Holds the Level 4 Diploma in Financial Planning Has at least three years' paraplanning experience Is technically strong across pensions, investments and protection Takes pride in producing accurate, well-presented work Enjoys being part of a collaborative, professional team Experience with Voyant, Intelliflo Office and AJ Bell would be useful, but not essential. On offer: £40,000 - £50,000 basic (depending on experience) Private medical insurance, income protection, death in service, health cash plan and salary sacrifice pension Hybrid working Early finish every Friday An additional day off at the end of each month Ongoing support with professional development and further qualifications This is a close-knit business where you won't feel like a number. It's professional but friendly, ambitious but sensible - a firm that values quality over volume. If you're looking for a long-term home where your technical ability is recognised and your contribution makes a difference, this is worth exploring. Please contact Jo at Financial Divisions.

Senior Paraplanner - Woking, Surrey £50,000 basic + bonus + benefits 1-2-1 role with Director A boutique wealth planning firm based in Woking is looking to appoint a Senior Paraplanner to work directly alongside one of the Directors. This is a genuinely close working relationship - not a pooled support role. You'll operate on a 1-2-1 basis, handling the full technical process for both existing clients and new business written by the Director. The firm advises a broad HNW client base across Surrey, Hampshire and Sussex, with assets ranging from £100,000 through to several million. Advice areas include pensions, investments, tax planning, retirement strategies, cashflow modelling and protection. Many client relationships span over 20 years, so the emphasis is very much on long-term, considered planning. The role will involve: End-to-end paraplanning on complex cases Research and technical analysis across pensions and investments Drafting high-quality suitability reports Preparing pre-meeting documentation Attending selected client meetings Supporting the Director across ongoing client work They are looking for someone with at least three years' paraplanning experience within wealth management, and strong technical knowledge across pensions, investments and tax planning. Exposure to more complex or niche planning areas would be beneficial. Ideally, you'll be working towards Chartered status. Team fit is important here. It's a small, professional firm where people work closely together, so attitude and approach matter just as much as technical ability. On offer: £50,000 basic salary Bonus 25 days' holiday Pension Death in service Full induction and ongoing training If you're an experienced Paraplanner who enjoys being properly involved in cases and wants a closer working relationship with an Adviser, this is well worth exploring. Please get in touch with Jo at Financial Divisions for a confidential discussion

The role Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients. You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers. This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing. You should possess the following skills and attributes: Good written and verbal communication skills. Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture. Good organisational abilities. Good attention to detail. Good experience in navigating and utilising tools/reporting on common platform providers Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc). Commitment to maintaining the highest ethical standards. Commitment to continued professional development. To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning. This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.

Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Role and responsibilities: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time Essential attributes the successful candidate should possess: The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified Knowledge of investment products ISAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A strong passion for delivering excellent customer service A self-starter, who owns own development journey This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.

We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator/Paraplanner to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communication and people skills. Able to work under pressure if required and with minimal supervision. Able to analyse data. Highly organised, methodical and disciplined with a good eye for detail. Able to work within defined business processes This is an excellent opportunity to develop your career with a progressive employer who believe in career progression. Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English. Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct. Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report. Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client's needs and to formulate recommendations. Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.

Paraplanner - Wealth Management Hybrid Location: London Salary: Up to £50,000 + bonus Our client, a successful and growing wealth management firm, is looking for a skilled Paraplanner to join their London team. Working closely with experienced Financial Planners, you'll play a key role in delivering tailored advice and first-class outcomes for a high-net-worth client base. The Role Provide research and technical support to Financial Planners Draft compliant advice reports and prepare recommendations Attend client meetings, capturing detailed and accurate notes Build and present cash flow models using Voyant Carry out tax calculations (IHT, CGT, carry forward) and highlight planning opportunities Collaborate with advisers in case reviews and annual planning sessions Mentor junior team members and support wider team development Liaise with clients and providers to ensure smooth case progression About You Diploma (Level 4) qualified, with at least 3 years' financial services experience Proven paraplanning background with HNW clients Strong knowledge of Voyant, CRM systems and MS Office Organised, proactive, and able to work to deadlines Professional, empathetic, and discreet in client dealings What's on Offer Salary up to £50,000 + bonus Hybrid working model (office and home) Collaborative, supportive team environment with ongoing development If you're looking to take the next step in your paraplanning career, this is an excellent opportunity to join a high-performing team that genuinely values its people. Please contact Jo at Financial Divisions.