43 jobs found

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details

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

Paraplanner (Progression to Financial Advisor) 35,000 - 40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. On offer is the opportunity to join a small but highly professional wealth management team where your contribution will be valued and visible. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. In this role, you will provide key back-office support to the advisers, ensuring the smooth and efficient running of the financial planning process. Your responsibilities will include preparing draft suitability letters and supporting documentation, maintaining accurate and up-to-date client records on back-office systems, and ensuring all client service tasks and reminders are correctly logged and followed up. You will organise and prepare documentation for client meetings, liaise with clients, providers and internal team members to resolve queries, and ensure all records are maintained in line with regulatory requirements. The role will also involve reviewing financial data for accuracy and working closely with the team to maintain high standards of administration and client service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The role: Preparing and drafting suitability letters and documentation for advisers Maintaining accurate back-office systems and client records Ensuring client service reminders and ongoing service tasks are completed and tracked The person: Experience working in a Financial Administrator or Paraplanner role within financial services Experience using Intelliflo, Timeline, CRM systems and Microsoft Office Comfortable managing back-office systems and documentation Commutable to Weston-Super-Mare Reference: BBBH24256B We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to 30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to 30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.

Paraplanner A growing wealth management firm in the Ballymena area that provides best-in-class, relationship-driven financial advice to hundreds of clients across NI & UK - is now seeking to hire a skilled Paraplanner . This is an excellent opportunity for skilled paraplanners at various stages of their career - whether you're on the path to continue to grow as a paraplanner, or if longer-term you may want to move into an adviser / planner role. The Role: As Paraplanner, you will play a key role in: Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes Produced technical documents for the advisers based on the research and requirements of the client Preparation of advice letters, recommendations, content for annual review meetings, pension/investment reviews - general technical support to complex client queries Assisting advisers with cashflow modelling - systems used including CashCalc, FE Analytics, Voyant Managing workflow and organisation of ongoing workload Adhering to FCA requirements and Compliance Policies The Person: The successful Paraplanner will meet the following criteria: Previous experience working within a wealth management environment Experience of working closely with financial advisers / financial planners Ideally Level 4 diploma in financial planning Demonstrably skilled and capable in varied report-writing Excellent communication skills - this is an awesome environment where people love what they do and are passionate about their clients - we are looking for like-minded people! The Rewards: £30,000 - £35,000 base salary Annual bonus Professional qualification subsidies can be provided Early Friday finish Opportunity to grow alongside one of the most exciting wealth management firms in the country To speak in absolute confidence about this Paraplanner opportunity please send an up-to-date CV via the link provided or contact Josh Craig at MCS Group Even if this position is not right for you, we may have others that are. Please visit MCS Group to view a wide selection of our current jobs MCS Group is committed to Equality, Diversity, and Inclusion for all, being the first recruitment agency in NI to achieve Bronze Diversity Mark accreditation, if you have a disability which means you require a reasonable adjustment to be considered at any stage of the recruitment process, please contact us and we will endeavour to facilitate the request. Not all agencies are the same MCS Group are passionate about providing a first-class service to all our customers and have an independent review rating of 4.9 stars on Google.

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. JBRP1_UKTJ

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin 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!

Contract Personnel are recruiting for a Client Services Support Administrator to join a financial services team with a wealth management company, based at their Ipswich operation. This role involves providing administrative support to Financial Planners, managing client records, and ensuring smooth communication with clients, team members, and platform providers. Key Responsibilities: Provide day-to-day admin support to Financial Planners, including setting up policies, Trusts, and processing client changes. Act as the first point of contact for clients and address their queries. Maintain accurate client records in the CRM system. Work with Paraplanners and Technical Support to prepare client reports. Assist with business meetings and ad-hoc tasks as needed. Skills & Experience: Strong organisational and time management skills. Excellent communication skills (both written and verbal). Previous experience in client services, preferably in a financial setting. Proficient in Microsoft Office; knowledge of Intelliflo Office is a plus. Ability to work both independently and as part of a team.

Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford (Hybrid) Be recognised for your technical expertise, progress your Paraplanning career within a firm where your work genuinely shapes advice outcomes. Frizzell Wealth Management in Wallingford is growing click apply for full job details