Job Title: Paraplanner Industry: Financial Planning Location: Nottingham (Hybrid working) Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience) Job Reference: 10233 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham. Join a supportive, close-knit team and gain hands-on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client-facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with clients rather than routine paperwork. Benefits: Salary up to £65,000 (dependent on qualifications and experience) 8% employer pension contribution (between you and the employer) Private Medical Insurance Performance based annual bonus Life cover Up to 26 days' annual leave, plus Bank Holidays Option to buy additional annual leave Hybrid home and office working Referral bonus for introducing new clients Financial study support and time for professional qualifications Social events throughout the year Skills and experience required: 2+ years experience in Paraplanning Chartered status would be preferable (Level 4 may be considered if strong enough technical knowledge) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Mar 19, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Nottingham (Hybrid working) Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience) Job Reference: 10233 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham. Join a supportive, close-knit team and gain hands-on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client-facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with clients rather than routine paperwork. Benefits: Salary up to £65,000 (dependent on qualifications and experience) 8% employer pension contribution (between you and the employer) Private Medical Insurance Performance based annual bonus Life cover Up to 26 days' annual leave, plus Bank Holidays Option to buy additional annual leave Hybrid home and office working Referral bonus for introducing new clients Financial study support and time for professional qualifications Social events throughout the year Skills and experience required: 2+ years experience in Paraplanning Chartered status would be preferable (Level 4 may be considered if strong enough technical knowledge) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner. Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Mar 19, 2026
Full time
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future. About The Team: The Associate Director appointment is a newly created role supporting both our central London and Sutton offices (a hybrid role, 1-2 days per week in each location). Supporting the financial planning team and contributing towards our stretching growth plans. You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients. What You'll Do: Bring or develop a presence in the local marketplace and have a plan of how to win new clients. Comply with the Training and Competence Scheme of Forvis Mazars Financial Planning. Management of a portfolio of existing financial planning clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to Forvis Mazars LLP and externally referred clients. Collaborate on the growth of the Milton Keynes business alongside the Forvis Mazars LLP wider business Maintain an up-to-date technical knowledge of personal tax and financial planning and related matters What You'll Bring: Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds strong financial planning experience Evidence of ability to generate new work from new client found externally to an existing client book. Ability to proactively manage existing client relationships and to develop new relationships What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive. Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive? Location: London Office - Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts. Sutton Office - Located in 6 Sutton Plaza, Sutton Court Road, Sutton, SM1 4FS. Just a few minutes' walk from Sutton railway station. A commuter-friendly location with shops, cafés and parks nearby. Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 19, 2026
Full time
Basic Up to £70k + Package + Car + Monthly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers. Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you. Financial Planner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status You must have experience providing financial planning to clients as a Financial Advisor You should have desire to be part of a growing team and take an active role in delivering growth for the business Financial Planner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mixture of working from their office, seeing clients and working from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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.
Mar 19, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client holdings of £1m. Clients have the option of 3 servicing levels with the client choosing depending on the complexity of advice and level of servicing they wish to receive. You will be provided with some existing clients for servicing with the aim for you to service, retain and also grow the portfolio. You should look to utilise variety of methods such as referrals, networking, use of their marketing initiatives and/or professional introducers. Full back office support with technical Paraplanners, Administrators and Platform Administrators are in place to provide effective and efficient support to you. Financial Planner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications towards your Chartered status You must have experience providing financial planning to clients as a Financial Advisor You should have desire to be part of a growing team and take an active role in delivering growth for the business Financial Planner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mixture of working from their office, seeing clients and working from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon 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.
Private Wealth Adviser - National Private Banking-Backed Wealth Firm (Restricted Model with Select Whole-of-Market Access) A leading national private wealth firm, backed by one of the UK's largest banking groups, is seeking an experienced Financial Adviser to join its growing team. This is an employed opportunity within a highly supported, infrastructure-rich environment offering strong brand alignment, internal referral opportunities and a well-developed client proposition. The firm operates a restricted advice model, built around a robust central investment proposition, while also providing access to a carefully curated, white-listed range of whole-of-market products where appropriate. This structure enables advisers to deliver consistent, compliant advice while still maintaining flexibility to meet complex client needs. Package & Rewards: Salary: £60,000 - £80,000 (higher salaries considered for exceptional candidates) Bonus: Discretionary c20%, with top performers achieving 60-70% of salary Bonus paid twice yearly Strong benefits package and full paraplanning/admin support High-quality technology and investment infrastructure Significant internal referral network via banking channels The Opportunity: You will inherit and/or develop a client base depending on location, working with mass affluent and HNW clients typically holding £300,000 - £2m in investable assets. The role suits an adviser comfortable managing an existing book while continuing to generate new business through internal networking and lead conversion. Ideal Profile: Minimum 3+ years' regulated advice experience Proven track record managing a client bank and generating initial fees Strong pension and IHT planning capability Demonstrated ability to convert leads and onboard clients effectively Goal and performance orientated Comfortable working remotely while collaborating internally for referrals Seeking to align with a trusted, nationally recognised wealth brand This is an excellent opportunity for advisers who value stability, brand strength, structured investment solutions and meaningful internal lead flow - while retaining enough product flexibility to deliver quality outcomes for clients.
Mar 19, 2026
Full time
Private Wealth Adviser - National Private Banking-Backed Wealth Firm (Restricted Model with Select Whole-of-Market Access) A leading national private wealth firm, backed by one of the UK's largest banking groups, is seeking an experienced Financial Adviser to join its growing team. This is an employed opportunity within a highly supported, infrastructure-rich environment offering strong brand alignment, internal referral opportunities and a well-developed client proposition. The firm operates a restricted advice model, built around a robust central investment proposition, while also providing access to a carefully curated, white-listed range of whole-of-market products where appropriate. This structure enables advisers to deliver consistent, compliant advice while still maintaining flexibility to meet complex client needs. Package & Rewards: Salary: £60,000 - £80,000 (higher salaries considered for exceptional candidates) Bonus: Discretionary c20%, with top performers achieving 60-70% of salary Bonus paid twice yearly Strong benefits package and full paraplanning/admin support High-quality technology and investment infrastructure Significant internal referral network via banking channels The Opportunity: You will inherit and/or develop a client base depending on location, working with mass affluent and HNW clients typically holding £300,000 - £2m in investable assets. The role suits an adviser comfortable managing an existing book while continuing to generate new business through internal networking and lead conversion. Ideal Profile: Minimum 3+ years' regulated advice experience Proven track record managing a client bank and generating initial fees Strong pension and IHT planning capability Demonstrated ability to convert leads and onboard clients effectively Goal and performance orientated Comfortable working remotely while collaborating internally for referrals Seeking to align with a trusted, nationally recognised wealth brand This is an excellent opportunity for advisers who value stability, brand strength, structured investment solutions and meaningful internal lead flow - while retaining enough product flexibility to deliver quality outcomes for clients.
Private Wealth Adviser - National Private Banking-Backed Wealth Firm (Restricted Model with Select Whole-of-Market Access) A leading national private wealth firm, backed by one of the UK's largest banking groups, is seeking an experienced Financial Adviser to join its growing team. This is an employed opportunity within a highly supported, infrastructure-rich environment offering strong brand alignment, internal referral opportunities and a well-developed client proposition. The firm operates a restricted advice model, built around a robust central investment proposition, while also providing access to a carefully curated, white-listed range of whole-of-market products where appropriate. This structure enables advisers to deliver consistent, compliant advice while still maintaining flexibility to meet complex client needs. Package & Rewards: Salary: £60,000 - £80,000 (higher salaries considered for exceptional candidates) Bonus: Discretionary c20%, with top performers achieving 60-70% of salary Bonus paid twice yearly Strong benefits package and full paraplanning/admin support High-quality technology and investment infrastructure Significant internal referral network via banking channels The Opportunity: You will inherit and/or develop a client base depending on location, working with mass affluent and HNW clients typically holding £300,000 - £2m in investable assets. The role suits an adviser comfortable managing an existing book while continuing to generate new business through internal networking and lead conversion. Ideal Profile: Minimum 3+ years' regulated advice experience Proven track record managing a client bank and generating initial fees Strong pension and IHT planning capability Demonstrated ability to convert leads and onboard clients effectively Goal and performance orientated Comfortable working remotely while collaborating internally for referrals Seeking to align with a trusted, nationally recognised wealth brand This is an excellent opportunity for advisers who value stability, brand strength, structured investment solutions and meaningful internal lead flow - while retaining enough product flexibility to deliver quality outcomes for clients.
Mar 19, 2026
Full time
Private Wealth Adviser - National Private Banking-Backed Wealth Firm (Restricted Model with Select Whole-of-Market Access) A leading national private wealth firm, backed by one of the UK's largest banking groups, is seeking an experienced Financial Adviser to join its growing team. This is an employed opportunity within a highly supported, infrastructure-rich environment offering strong brand alignment, internal referral opportunities and a well-developed client proposition. The firm operates a restricted advice model, built around a robust central investment proposition, while also providing access to a carefully curated, white-listed range of whole-of-market products where appropriate. This structure enables advisers to deliver consistent, compliant advice while still maintaining flexibility to meet complex client needs. Package & Rewards: Salary: £60,000 - £80,000 (higher salaries considered for exceptional candidates) Bonus: Discretionary c20%, with top performers achieving 60-70% of salary Bonus paid twice yearly Strong benefits package and full paraplanning/admin support High-quality technology and investment infrastructure Significant internal referral network via banking channels The Opportunity: You will inherit and/or develop a client base depending on location, working with mass affluent and HNW clients typically holding £300,000 - £2m in investable assets. The role suits an adviser comfortable managing an existing book while continuing to generate new business through internal networking and lead conversion. Ideal Profile: Minimum 3+ years' regulated advice experience Proven track record managing a client bank and generating initial fees Strong pension and IHT planning capability Demonstrated ability to convert leads and onboard clients effectively Goal and performance orientated Comfortable working remotely while collaborating internally for referrals Seeking to align with a trusted, nationally recognised wealth brand This is an excellent opportunity for advisers who value stability, brand strength, structured investment solutions and meaningful internal lead flow - while retaining enough product flexibility to deliver quality outcomes for clients.
Job Role: Paraplanner Recruit UK Location: Warrington Salary: £40,000- £50,000 Reference Number: 10191 The Opportunity Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function. This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business. The Role As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff. Key responsibilities include: Producing and reviewing complex suitability reports and technical advice Leading, mentoring, and training junior paraplanners and support staff Implementing and improving paraplanning processes and standards Acting as a technical point of contact for advisers Supporting case allocation and workflow management Ensuring regulatory compliance and best practice Contributing to the continuous improvement of advice delivery Leadership & Training Focus A significant part of this role involves developing capability across the team. You will: Deliver structured training sessions and coaching Support onboarding of new hires Share technical updates and regulatory changes Help build a high-performing paraplanning culture Identify development needs and progression pathways About You We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills. Essential: Extensive paraplanning experience within a financial planning environment Level 4 Diploma qualified (or working towards Chartered status preferred) Proven experience handling complex cases Strong report writing and analytical skills Excellent communication and mentoring ability Desirable: Previous leadership, supervisory, or training experience Chartered Financial Planner status (or progress toward) Experience improving processes or managing projects Salary & Benefits Competitive basic salary of up to £50,000 (dependent on experience) Support towards chartered status Clear progression pathway into management or technical leadership roles Competitive holiday allowance, Christmas closure, and your birthday off Electric car through salary sacrifice scheme Why Apply? Step into a genuine leadership role without leaving technical work behind Influence the development of a growing paraplanning team Work for a firm that values high-quality financial planning Excellent long-term career prospects If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Warrington on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 19, 2026
Full time
Job Role: Paraplanner Recruit UK Location: Warrington Salary: £40,000- £50,000 Reference Number: 10191 The Opportunity Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function. This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business. The Role As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff. Key responsibilities include: Producing and reviewing complex suitability reports and technical advice Leading, mentoring, and training junior paraplanners and support staff Implementing and improving paraplanning processes and standards Acting as a technical point of contact for advisers Supporting case allocation and workflow management Ensuring regulatory compliance and best practice Contributing to the continuous improvement of advice delivery Leadership & Training Focus A significant part of this role involves developing capability across the team. You will: Deliver structured training sessions and coaching Support onboarding of new hires Share technical updates and regulatory changes Help build a high-performing paraplanning culture Identify development needs and progression pathways About You We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills. Essential: Extensive paraplanning experience within a financial planning environment Level 4 Diploma qualified (or working towards Chartered status preferred) Proven experience handling complex cases Strong report writing and analytical skills Excellent communication and mentoring ability Desirable: Previous leadership, supervisory, or training experience Chartered Financial Planner status (or progress toward) Experience improving processes or managing projects Salary & Benefits Competitive basic salary of up to £50,000 (dependent on experience) Support towards chartered status Clear progression pathway into management or technical leadership roles Competitive holiday allowance, Christmas closure, and your birthday off Electric car through salary sacrifice scheme Why Apply? Step into a genuine leadership role without leaving technical work behind Influence the development of a growing paraplanning team Work for a firm that values high-quality financial planning Excellent long-term career prospects If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Warrington on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
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
Mar 19, 2026
Full time
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
Assortment Planner - 12 month Fixed Term Responsibility: A strong assortment planner is responsible for execution of buying and merchandising activities across all collections and channels. The successful candidate feels comfortable in being the main point of contact for knowledge of up-to-date product/country/store performance insight, stock analysis and market trends. The role requires attention to detail, care and passion for product together with adherence to seasonal calendar dates and solution-driven approach through critical thinking and creativity. This role will report to the cluster collection merchandising manager and will assist leadership in developing, executing, and communicating a product strategy that meets or exceeds financial goals and global product strategy. Merchandising Strategy: Execute buying and merchandising plans that drive sales, enhance product visibility,and optimize inventory levels across all channels. Analyze sales data, market trends and customer feedback to make informed decisions on product assortments. Look for growth opportunities through relevant analysis of product/category/collection and metal at market/channel/store level. Drive and execute store tiering strategy by market to ensure an effective and high-quality product range that meets customer needs. Master product/country/store perspective to lead effective merchandising strategy and orchestrate operational changes in the assortment range including local add on items. Prepare analysis and files for cross- functional meetings with VM, training and marketing team to ensure right visibility and knowledge of the product according to the merchandising strategy. Responsible of buying and demand planning of the wholesale channel. Support outlet product range and replenishment guidance for the channel. Support Collection Merchandising manager with all operational activities related to new store openings and relocations. Responsible of input of assortment of new store openings and relocations in the system to support global allocation. Maintain operational functions, including: product systems, SKU management, and support with details and content for product replenishment in wholesale and outlets. Range architecture development to capture channel, market and partner requirements inline with overall brand goals. Market Analysis and Trend Forecasting: Stay abreast of industry trends, consumer behavior, and competitive landscape to identify opportunities and threats. Conduct regular market analysis to hunt product opportunities and brief into global to penetrate local product opportunities. Monitor and advise on market needs to capture cultural relevance and market gaps to drive future growth opportunities. Brand Alignment: Ensure all buying and merchandising activities align with global strategy, brand's identity, values, and positioning. Financial Performance: Monitor and analyze financial performance, suggesting actions to achieve sales and profitability targets. Inventory Management: Monitor inventory KPIs, including stock levels, sell-through rates and stock turnover. Execute analysis on inventory performance, potential issues and actionable insights. Prepare and present weekly/monthly reports detailing store performance and actions. Collaboration and Communication: Tight collaboration with Global merchandising for the implementation of collection strategy and product brief. Work closely with retail network (DSM/RSM/SM) to understand potential of expansion of collection/category and ensure smooth inventory processes if any issue. Candidate Description 3-5 years+ experience in product ownership / management, demonstrating successful development and delivery of product strategies, roadmaps through to product launch and optimization Experience and passion for the cluster retail market and a deep understanding of the customer Ability to quickly understand customer, competition area and business value of new products Is proactive in planning to achieve targets and objectives which deliver profitable outcomes Strong communication skills with business stakeholders Delivery focused with excellent attention to detail and strong drive to resolve issues Strong team working and collaboration skills Respects individual's views and positively contributes to a learning environment in which individuals are supported and encouraged to excel Behaves consistently and with integrity at all times, realising everyone's potential to get the best possible result and live the values BH35711
Mar 19, 2026
Full time
Assortment Planner - 12 month Fixed Term Responsibility: A strong assortment planner is responsible for execution of buying and merchandising activities across all collections and channels. The successful candidate feels comfortable in being the main point of contact for knowledge of up-to-date product/country/store performance insight, stock analysis and market trends. The role requires attention to detail, care and passion for product together with adherence to seasonal calendar dates and solution-driven approach through critical thinking and creativity. This role will report to the cluster collection merchandising manager and will assist leadership in developing, executing, and communicating a product strategy that meets or exceeds financial goals and global product strategy. Merchandising Strategy: Execute buying and merchandising plans that drive sales, enhance product visibility,and optimize inventory levels across all channels. Analyze sales data, market trends and customer feedback to make informed decisions on product assortments. Look for growth opportunities through relevant analysis of product/category/collection and metal at market/channel/store level. Drive and execute store tiering strategy by market to ensure an effective and high-quality product range that meets customer needs. Master product/country/store perspective to lead effective merchandising strategy and orchestrate operational changes in the assortment range including local add on items. Prepare analysis and files for cross- functional meetings with VM, training and marketing team to ensure right visibility and knowledge of the product according to the merchandising strategy. Responsible of buying and demand planning of the wholesale channel. Support outlet product range and replenishment guidance for the channel. Support Collection Merchandising manager with all operational activities related to new store openings and relocations. Responsible of input of assortment of new store openings and relocations in the system to support global allocation. Maintain operational functions, including: product systems, SKU management, and support with details and content for product replenishment in wholesale and outlets. Range architecture development to capture channel, market and partner requirements inline with overall brand goals. Market Analysis and Trend Forecasting: Stay abreast of industry trends, consumer behavior, and competitive landscape to identify opportunities and threats. Conduct regular market analysis to hunt product opportunities and brief into global to penetrate local product opportunities. Monitor and advise on market needs to capture cultural relevance and market gaps to drive future growth opportunities. Brand Alignment: Ensure all buying and merchandising activities align with global strategy, brand's identity, values, and positioning. Financial Performance: Monitor and analyze financial performance, suggesting actions to achieve sales and profitability targets. Inventory Management: Monitor inventory KPIs, including stock levels, sell-through rates and stock turnover. Execute analysis on inventory performance, potential issues and actionable insights. Prepare and present weekly/monthly reports detailing store performance and actions. Collaboration and Communication: Tight collaboration with Global merchandising for the implementation of collection strategy and product brief. Work closely with retail network (DSM/RSM/SM) to understand potential of expansion of collection/category and ensure smooth inventory processes if any issue. Candidate Description 3-5 years+ experience in product ownership / management, demonstrating successful development and delivery of product strategies, roadmaps through to product launch and optimization Experience and passion for the cluster retail market and a deep understanding of the customer Ability to quickly understand customer, competition area and business value of new products Is proactive in planning to achieve targets and objectives which deliver profitable outcomes Strong communication skills with business stakeholders Delivery focused with excellent attention to detail and strong drive to resolve issues Strong team working and collaboration skills Respects individual's views and positively contributes to a learning environment in which individuals are supported and encouraged to excel Behaves consistently and with integrity at all times, realising everyone's potential to get the best possible result and live the values BH35711
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Mar 19, 2026
Full time
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Elevate Your Future with Coventry's Premier Financial Planning Firm Are you a driven, client-focused Financial Planner/Advisor ready to transform not just your career but also the lives of your clients? Our leading Coventry-based financial planning firm - a respected industry authority renowned for its seamless transformation from an investment powerhouse to a planning-led trailblazer - is seeking top-tier talent to join their elite team. This is more than a job; it's a chance to be part of a respected legacy where your work makes a tangible difference. With a proven track record of industry success and overwhelmingly positive testimonials from clients and peers alike, your future with us is as secure as it is promising. Why This Role is Perfect for You: Begin your journey with a coveted portfolio of 30-50 households within just 6-12 months. This unique opportunity sets you apart, positioning you in a market where only a select few thrive. Benefit from a diversified suite of investment options that go beyond internal solutions - offering you the flexibility to tailor advice for unrivaled client outcomes. Join a team celebrated as "good eggs" in a thriving, low-turnover environment where ethical practice and genuine collaboration are the norm. • Enjoy the reward of building lasting relationships and watching your career soar among a team known for its industry accolades and mutual respect. Key Responsibilities: Deliver Passionate, Client-Centric Advice: Use your expertise to inspire client confidence and secure their financial futures. Your proactive approach and persuasive communication will open doors and build trust quickly. Cultivate Powerful Referral Networks: Leverage established relationships with accountants, solicitors, and other influential partners to expand your business, helping you tap into a network validated by our proven success. Manage High-Value Portfolios: Provide bespoke financial planning to affluent clients (average AUM north of £700K), ensuring each client receives solutions as unique as their aspirations. Autonomy with Support: With access to our approved panel of investment solutions and a team that backs your vision, you'll have both the freedom and the expertise to deliver unmatched results. Team Synergy: Contribute actively to collaborative projects with a dedicated support team of six paraplanners and thirteen administrative professionals-all committed to upholding our longstanding tradition of excellence. Key Qualifications & Skills: A Track Record of Success: Demonstrated experience or strong comfort managing affluent client portfolios, particularly around the £500K threshold. Experience as a Financial Adviser is essential within the UK market Proven abilities in business development, with a keen knack for harnessing referrals and building robust networks with accountants and solicitors. A deep commitment to ethical, client-first financial planning that resonates with our firm's values. Superior interpersonal and persuasive skills that not only drive business but also inspire trust and loyalty. Thrive under a bonus structure tied to firm profitability and shared sales success, where individual accomplishments are celebrated and rewarded. We're seeking professionals with an enduring passion for career growth, ready to invest in a partnership built on mutual success.
Mar 19, 2026
Full time
Elevate Your Future with Coventry's Premier Financial Planning Firm Are you a driven, client-focused Financial Planner/Advisor ready to transform not just your career but also the lives of your clients? Our leading Coventry-based financial planning firm - a respected industry authority renowned for its seamless transformation from an investment powerhouse to a planning-led trailblazer - is seeking top-tier talent to join their elite team. This is more than a job; it's a chance to be part of a respected legacy where your work makes a tangible difference. With a proven track record of industry success and overwhelmingly positive testimonials from clients and peers alike, your future with us is as secure as it is promising. Why This Role is Perfect for You: Begin your journey with a coveted portfolio of 30-50 households within just 6-12 months. This unique opportunity sets you apart, positioning you in a market where only a select few thrive. Benefit from a diversified suite of investment options that go beyond internal solutions - offering you the flexibility to tailor advice for unrivaled client outcomes. Join a team celebrated as "good eggs" in a thriving, low-turnover environment where ethical practice and genuine collaboration are the norm. • Enjoy the reward of building lasting relationships and watching your career soar among a team known for its industry accolades and mutual respect. Key Responsibilities: Deliver Passionate, Client-Centric Advice: Use your expertise to inspire client confidence and secure their financial futures. Your proactive approach and persuasive communication will open doors and build trust quickly. Cultivate Powerful Referral Networks: Leverage established relationships with accountants, solicitors, and other influential partners to expand your business, helping you tap into a network validated by our proven success. Manage High-Value Portfolios: Provide bespoke financial planning to affluent clients (average AUM north of £700K), ensuring each client receives solutions as unique as their aspirations. Autonomy with Support: With access to our approved panel of investment solutions and a team that backs your vision, you'll have both the freedom and the expertise to deliver unmatched results. Team Synergy: Contribute actively to collaborative projects with a dedicated support team of six paraplanners and thirteen administrative professionals-all committed to upholding our longstanding tradition of excellence. Key Qualifications & Skills: A Track Record of Success: Demonstrated experience or strong comfort managing affluent client portfolios, particularly around the £500K threshold. Experience as a Financial Adviser is essential within the UK market Proven abilities in business development, with a keen knack for harnessing referrals and building robust networks with accountants and solicitors. A deep commitment to ethical, client-first financial planning that resonates with our firm's values. Superior interpersonal and persuasive skills that not only drive business but also inspire trust and loyalty. Thrive under a bonus structure tied to firm profitability and shared sales success, where individual accomplishments are celebrated and rewarded. We're seeking professionals with an enduring passion for career growth, ready to invest in a partnership built on mutual success.
Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 19, 2026
Full time
Job Title: Paraplanner Industry: Financial Services Location: Leicester (Hybrid) Salary: Up to £42,000 (higher salary negotiable dependent on experience and qualifications) Reference Number: 9999 Recruit UK is partnering with a leading Financial Advice firm in Leicester to recruit an experienced Paraplanner. This is an exciting opportunity to work closely with a Senior Financial Adviser, providing comprehensive client support across all stages of the advice process, including report writing and preparation of recommendations. This role would suit a self-motivated, well-organised Paraplanner with strong IT skills who is looking to further develop their career within a fast-growing and progressive financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. Responsibilities Research, analyse and draft recommendation reports Obtain information, quotes, illustrations and product details, and provide comparisons for analysis. Prepare, research and produce annual reviews, including for Drawdown Pensions. Review the client's investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What's in it for you: Competitive starting salary Up to £42,000 (higher salary negotiable dependent on skill set) Hybrid working HNW Clients 33 days holiday (including bank holidays) Excellent Benefits: DIS, Annual leave purchase scheme, Pension Great Paraplanning team Skills and experience required: Diploma (DipPFS) qualification or equivalent; candidates currently studying towards this will also be considered Previous Trainee Paraplanning or Paraplanner experience Experience writing suitability reports Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: Senior Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: Up to £60,000 Job Reference: 10181 Job Description: Recruit UK is working with a well-established and growing Financial Planning firm near Sutton Coldfield seeking an experienced, technically strong Senior Paraplanner (5+ years' experience, ideally Chartered or working towards) who can hit the ground running and quickly adapt to their systems and approach. The firm has 25 team members across Financial Planners and back-office staff, including 6 Associate Paraplanners, and operates within a collaborative, professional culture focused on delivering high-quality advice. This is a career paraplanner role, ideal for someone who wants to remain on the technical pathway rather than move into advising. You will handle complex technical cases from day one, with a particular focus on pensions and IHT planning (less emphasis on complex investment work). The successful candidate will be confident producing high-quality suitability reports independently, using internal templates as a starting point. The firm uses Intelligent Office and SharePoint. This Senior Paraplanner role will be full-time office-based during probation to support integration and training. Following successful completion, hybrid working is available. As many client meetings are conducted face-to-face in the office, there is a preference for team members to be present to support client engagement. What's in it for you: Salary up to £60,000 (dependent on experience) 25 days holiday + bank holidays Pension Death in Service Private medical insurance Hybrid working (post-probation) Strong team culture with experienced planners and paraplanners Career paraplanner pathway within a growing firm Skills and Experience Required: Minimum 5+ years' paraplanning experience Ideally Chartered or working towards Chartered status Strong technical knowledge, particularly in pensions and IHT planning Ability to produce high-quality suitability reports independently Highly organised with strong attention to detail About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based near Sutton Coldfield on a Senior Paraplanner opportunity. Our Commitment to You: Start every journey with a conversation to find out about you in depth Provide honest feedback on where you fit in the job market Use our network across the financial world to match you to your perfect position Take a holistic mindfulness approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you
Mar 18, 2026
Full time
Job Title: Senior Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: Up to £60,000 Job Reference: 10181 Job Description: Recruit UK is working with a well-established and growing Financial Planning firm near Sutton Coldfield seeking an experienced, technically strong Senior Paraplanner (5+ years' experience, ideally Chartered or working towards) who can hit the ground running and quickly adapt to their systems and approach. The firm has 25 team members across Financial Planners and back-office staff, including 6 Associate Paraplanners, and operates within a collaborative, professional culture focused on delivering high-quality advice. This is a career paraplanner role, ideal for someone who wants to remain on the technical pathway rather than move into advising. You will handle complex technical cases from day one, with a particular focus on pensions and IHT planning (less emphasis on complex investment work). The successful candidate will be confident producing high-quality suitability reports independently, using internal templates as a starting point. The firm uses Intelligent Office and SharePoint. This Senior Paraplanner role will be full-time office-based during probation to support integration and training. Following successful completion, hybrid working is available. As many client meetings are conducted face-to-face in the office, there is a preference for team members to be present to support client engagement. What's in it for you: Salary up to £60,000 (dependent on experience) 25 days holiday + bank holidays Pension Death in Service Private medical insurance Hybrid working (post-probation) Strong team culture with experienced planners and paraplanners Career paraplanner pathway within a growing firm Skills and Experience Required: Minimum 5+ years' paraplanning experience Ideally Chartered or working towards Chartered status Strong technical knowledge, particularly in pensions and IHT planning Ability to produce high-quality suitability reports independently Highly organised with strong attention to detail About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based near Sutton Coldfield on a Senior Paraplanner opportunity. Our Commitment to You: Start every journey with a conversation to find out about you in depth Provide honest feedback on where you fit in the job market Use our network across the financial world to match you to your perfect position Take a holistic mindfulness approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you
Premier Jobs UK Limited
Bromsgrove, Worcestershire
Are you interested in the opportunity to be a self-employed Financial Advisor, with full back-office support, some leads, access to marketing materials and option for practice buyout if/when ready to exit? Our client is keen to speak to individuals looking to embark or continue as a self-employed Financial Advisor. Naturally, you should have some of your own clients and/or ways to generate business for yourself. Our client is providing a very attractive scheme to reward and incentivise you to self-generate clients (ownership remains with you!). Alongside this, the business will be able to provide you with some leads and/or clients. This could be from marketing campaigns, their dedicated contact team, professional introducers or from Advisors looking to retire (both external and internal acquisitions). Plus, the business offers a full discretionary investment service option should your clients require bespoke advice needs. The back office support is operated on a pod model, whereby you have a dedicated Paraplanner and team of Administrators, to ensure you have everything on hand. In addition, you have access to raise complicated cases to their technical team. As such, this proposition provides you with the full suite of support, to enable you to focus on advising clients and growing your portfolio. Financial Advisor Requirements You must hold your full Diploma in Regulated Financial Planning (or FCA approved equivalent) and currently hold CAS status as a Financial Adviser You must have clear demonstration of a client centric approach that meets their company values You must have experience in networking and attracting new clients through personal and company business development Financial Adviser Benefits Uncapped earnings based on your own performance and achievements Self-employed role with OTE of £100,000+ Fair commission splits with no fees Bonuses for self-generating clients Remote based with access to work from any of their office locations which are also ideal for client meetings if required Guaranteed exit plan with market leading rates Strong company financial stability Locations Nationwide 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.
Mar 18, 2026
Full time
Are you interested in the opportunity to be a self-employed Financial Advisor, with full back-office support, some leads, access to marketing materials and option for practice buyout if/when ready to exit? Our client is keen to speak to individuals looking to embark or continue as a self-employed Financial Advisor. Naturally, you should have some of your own clients and/or ways to generate business for yourself. Our client is providing a very attractive scheme to reward and incentivise you to self-generate clients (ownership remains with you!). Alongside this, the business will be able to provide you with some leads and/or clients. This could be from marketing campaigns, their dedicated contact team, professional introducers or from Advisors looking to retire (both external and internal acquisitions). Plus, the business offers a full discretionary investment service option should your clients require bespoke advice needs. The back office support is operated on a pod model, whereby you have a dedicated Paraplanner and team of Administrators, to ensure you have everything on hand. In addition, you have access to raise complicated cases to their technical team. As such, this proposition provides you with the full suite of support, to enable you to focus on advising clients and growing your portfolio. Financial Advisor Requirements You must hold your full Diploma in Regulated Financial Planning (or FCA approved equivalent) and currently hold CAS status as a Financial Adviser You must have clear demonstration of a client centric approach that meets their company values You must have experience in networking and attracting new clients through personal and company business development Financial Adviser Benefits Uncapped earnings based on your own performance and achievements Self-employed role with OTE of £100,000+ Fair commission splits with no fees Bonuses for self-generating clients Remote based with access to work from any of their office locations which are also ideal for client meetings if required Guaranteed exit plan with market leading rates Strong company financial stability Locations Nationwide 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.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company. With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team. With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are starting their second decade of development. As a Financial Administrator your duties will include: Providing proactive and efficient support to directors and consultants of Wealth Management clients. Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management. Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes. Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations. Contributing to team and business development through suggestions, feedback, and active involvement in meetings. Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation. Experience in processing commission and fee statements and raising invoices within I.O. is preferred. If this Financial Administrator role sounds of interest or you would be interested in hearing about any other role, I am currently working on please get in touch with Joanna at Financial Divisions.
Mar 18, 2026
Full time
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company. With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team. With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are starting their second decade of development. As a Financial Administrator your duties will include: Providing proactive and efficient support to directors and consultants of Wealth Management clients. Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management. Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes. Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations. Contributing to team and business development through suggestions, feedback, and active involvement in meetings. Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation. Experience in processing commission and fee statements and raising invoices within I.O. is preferred. If this Financial Administrator role sounds of interest or you would be interested in hearing about any other role, I am currently working on please get in touch with Joanna at Financial Divisions.
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
