55 jobs found

Are you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact. About the Role This position focuses on reviewing high-risk advice cases before they are presented to clients click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a click apply for full job details

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!

Paraplanner Hybrid London, EC2R Salary £40k - £50k pa + Benefits Permanent, Full time - early finish on Fridays Citygate Financial Planning Limited is looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter. You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals. Responsibilities include: Building detailed cashflow models using Voyant to bring clients' plans to life Writing clear, well-structured suitability reports that clients can easily understand Producing technical analysis and recommendations across pensions, investments and protection Researching protection solutions and planning strategies tailored to individual client needs Preparing forward planning reports following client reviews to support long term goals Working closely with advisers to understand client priorities and shape appropriate advice Playing a key role in delivering a consistently high standard of client experience Ensuring all work is accurate, compliant and in line with regulatory standards This role is ideal for someone who is committed to building a long-term career in paraplanning and takes real pride in producing high quality, well-presented work. You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload. Above all, you will value being part of a supportive and collaborative team. What we are looking for Level 4 Diploma in Financial Planning or equivalent At least three years' experience working as a Paraplanner Strong technical knowledge across pensions, investments and protection Confidence working independently while also contributing to the wider team Desirable experience Working knowledge of Intelliflo Office Experience using Voyant Familiarity with AJ Bell What you can expect from us A starting salary between £40k-£50k per year, depending on experience A strong and well-rounded benefits package including private medical insurance, income protection, death in service cover, health cash plan and salary sacrifice pension scheme Hybrid working, giving you flexibility and a better work life balance Early finish every Friday so you can start the weekend early Citygate Days, with the last Friday of every month off as an extra day to yourself Full support for professional development, including funding for relevant training and qualifications A friendly, professional and ambitious environment where you will be supported and encouraged to grow About Citygate Citygate is a small, well-established business, which means you will never feel like just a number. We work closely with business owners, lawyers and city professionals, helping them build, protect and enjoy long term financial freedom. Our culture is friendly, forward thinking and professional, with an ambitious mindset and a genuine focus on doing the right thing for both our clients and our team. The interview process Stage one: online interview via Microsoft Teams Stage two: two-part assessment Stage three: in person meeting with our Managing Director and a member of the team If Citygate sounds like the right place for you, please submit your CV! We look forward to hearing from you. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details

This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients click apply for full job details

Paraplanner from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures and you still get home on time. At Cestrian Financial Planning, we re proud to offer just that. We re a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We re now looking for an experienced Paraplanner to join our welcoming team. The role Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations making a genuine difference to our clients financial wellbeing. What will you be doing? Writing suitability reports that give clients clarity and confidence in their choices Researching products and platforms to find real-world solutions for pensions, investments, and protection Organising and managing client files so everything is FCA-compliant and audit-ready Preparing accurate documents like illustrations and application forms, so our advice is clear and actionable Liaising with clients and providers to keep advice moving and issues resolved Joining adviser meetings when needed and staying up to speed with changes in the financial world About our company We re based in central Chester, in a supportive, close-knit office. We take pride in doing things properly not rushing through tick-box advice. Our clients value that, and we value our people just as much. What s in it for you? Twice-yearly bonus opportunities Fully funded support for further exams, plus bonuses for passing 25 days holiday plus Bank Holidays Contributory pension scheme Cycle to work scheme Ongoing development and access to professional events The person We d love to hear from you if you: Hold (or are working towards) the Level 4 Diploma in Financial Planning Have experience in an independent financial advisory setting Are confident in your analysis and written communication Understand pensions, investments, mortgages, and protection products Have used FE Analytics, Xplan, and platforms like Aberdeen or Quilter Work with real care and enjoy being part of a team that supports one another What s next Ready to take your paraplanning career somewhere that respects your time and talent? Apply now and see how far you can go with Cestrian Financial Planning.

Paraplanner Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests. The Role: Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team click apply for full job details