My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 24, 2026
Full time
My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Our client, a growing wealth management firm in London is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager. This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver - a genuine pathway into a Financial Adviser role once you've developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home. The Opportunity In this role, you'll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you'll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained. You'll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career. The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process. The Role As a Paraplanner, you'll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships. On the technical side, you'll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models and reviewing client risk profiles. You'll work closely with the Wealth Manager to help shape appropriate recommendations, ensuring all advice is clearly documented, accurate and fully compliant. You'll also have regular exposure to clients, attending meetings, preparing follow-up actions, and communicating with both UK and international clients by phone and email. Alongside this, you'll support the onboarding process, assist with asset transfers, and handle withdrawal requests while keeping clients updated on progress throughout. There will also be the opportunity to contribute to process improvements, support complex cases, and continue building your technical expertise through exams, internal training, and industry exposure. What Makes This Role Different A clear and structured pathway into a Wealth Manager position Working closely with one dedicated Wealth Manager, rather than supporting multiple advisers Real client exposure and involvement in the advice process A growing firm where progression is driven by opportunity, not by waiting for vacancies About You Ideally you will: Hold the Level 4 Diploma in Financial Planning Have 2+ years' experience as a Paraplanner Ideally have a desire to achieve Chartered and Certified Financial Planner status Have experience producing suitability reports and technical research Be comfortable using CRM systems, as well as financial planning and cashflow modelling tools Be organised, personable and confident communicating with clients This role will suit someone ambitious, who enjoys the technical side of planning but ultimately wants to progress into advising clients in their own right. Why This Role? If you're a Paraplanner looking for a role with a clear direction, where you can strengthen your technical skills while gradually building the experience needed to become an adviser, this opportunity offers exactly that. You'll be part of a friendly, supportive and collaborative team, working closely with experienced professionals while building a long-term career within a fantastic wealth management firm. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions.
Mar 24, 2026
Full time
Our client, a growing wealth management firm in London is looking to welcome an experienced Paraplanner into the team to support a dedicated Wealth Manager. This is a role created through continued growth, and it offers something many paraplanning positions promise but rarely deliver - a genuine pathway into a Financial Adviser role once you've developed the right technical and client-facing experience. The position is hybrid, with 3 days per week spent in the London office and 2 days working from home. The Opportunity In this role, you'll work closely with one Wealth Manager, helping manage and develop a private client book. Rather than being spread across multiple advisers, you'll become a key support partner on a specific client portfolio, gaining real insight into how advice relationships are built and maintained. You'll report into a supportive Paraplanning Team Lead, who will help guide your development as you deepen your technical knowledge and prepare for the next stage of your career. The position offers a strong mix of technical work and client interaction, giving you exposure to both sides of the advice process. The Role As a Paraplanner, you'll be heavily involved in both the technical planning work and supporting the ongoing management of client relationships. On the technical side, you'll be producing suitability reports and annual reviews, carrying out research across wealth planning products and wrappers, building cashflow models and reviewing client risk profiles. You'll work closely with the Wealth Manager to help shape appropriate recommendations, ensuring all advice is clearly documented, accurate and fully compliant. You'll also have regular exposure to clients, attending meetings, preparing follow-up actions, and communicating with both UK and international clients by phone and email. Alongside this, you'll support the onboarding process, assist with asset transfers, and handle withdrawal requests while keeping clients updated on progress throughout. There will also be the opportunity to contribute to process improvements, support complex cases, and continue building your technical expertise through exams, internal training, and industry exposure. What Makes This Role Different A clear and structured pathway into a Wealth Manager position Working closely with one dedicated Wealth Manager, rather than supporting multiple advisers Real client exposure and involvement in the advice process A growing firm where progression is driven by opportunity, not by waiting for vacancies About You Ideally you will: Hold the Level 4 Diploma in Financial Planning Have 2+ years' experience as a Paraplanner Ideally have a desire to achieve Chartered and Certified Financial Planner status Have experience producing suitability reports and technical research Be comfortable using CRM systems, as well as financial planning and cashflow modelling tools Be organised, personable and confident communicating with clients This role will suit someone ambitious, who enjoys the technical side of planning but ultimately wants to progress into advising clients in their own right. Why This Role? If you're a Paraplanner looking for a role with a clear direction, where you can strengthen your technical skills while gradually building the experience needed to become an adviser, this opportunity offers exactly that. You'll be part of a friendly, supportive and collaborative team, working closely with experienced professionals while building a long-term career within a fantastic wealth management firm. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions.
Paraplanner - Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment. You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs. Benefits You'll Receive Career Progression: Ongoing development with clear opportunities for promotion. Training & Support: Full professional development in a supportive team culture. Group Pension Scheme . Life Assurance & Income Protection . Health Cash Plan . Share Incentive Plan . Social & Charity Events - get involved in fundraising and team activities. The Role - What You'll Be Doing Provide technical and investment support across pensions, protection, tax, and wider wealth management. Prepare, review, and update suitability reports, proposals, and client letters. Assist in gathering information, analysing client needs, and supporting tailored financial plans. Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects. Be an additional point of contact for clients alongside Client Relationship Managers. What We're Looking For Diploma in Regulated Financial Planning (or Certificate in Paraplanning) - or working towards. Strong technical knowledge across pensions, protection, and personal wealth management. Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards. Previous experience in a paraplanning role with a keen eye for detail and client care. A proactive and collaborative approach, with the ability to support consultants and clients alike. Why Apply? This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
Mar 24, 2026
Full time
Paraplanner - Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment. You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs. Benefits You'll Receive Career Progression: Ongoing development with clear opportunities for promotion. Training & Support: Full professional development in a supportive team culture. Group Pension Scheme . Life Assurance & Income Protection . Health Cash Plan . Share Incentive Plan . Social & Charity Events - get involved in fundraising and team activities. The Role - What You'll Be Doing Provide technical and investment support across pensions, protection, tax, and wider wealth management. Prepare, review, and update suitability reports, proposals, and client letters. Assist in gathering information, analysing client needs, and supporting tailored financial plans. Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects. Be an additional point of contact for clients alongside Client Relationship Managers. What We're Looking For Diploma in Regulated Financial Planning (or Certificate in Paraplanning) - or working towards. Strong technical knowledge across pensions, protection, and personal wealth management. Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards. Previous experience in a paraplanning role with a keen eye for detail and client care. A proactive and collaborative approach, with the ability to support consultants and clients alike. Why Apply? This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.
Service Service Employment Agency Limited
Norwich, Norfolk
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 25 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Mar 24, 2026
Full time
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional. My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being. My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services. You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients. Requirements Great organisational skills - ability to prioritise and manage own workload Experience in Financial Services, working in a similar role Ideally holding or working towards professional qualifications Good communication skills, able to deal with clients, support colleagues and challenge providers Knowledge on anti-money laundering, TCF and compliance procedures IT skills and use or Intelligent office or similar Responsibilities: The preparation of New Business files The submission of new business applications Ongoing management of existing client bank - including preparing portfolio reports/client review documents Client change of agency and information gathering Client support, processing trades and answering client queries Liaising with advisers and paraplanners throughout the process Updating the back office system and keeping files and records up to date PA work - managing advisers diary, booking client appointments and deal with adviser emails. General office admin - scanning, answering the telephone, processing post What my client can offer you Competitive Salary with KPI based bonus scheme Career progression opportunities Family run business environment Benefits My client provides support with R0 exams both financially and in terms of study support 25 days holiday + BH My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home. Pension
Join a Chartered, Independent Firm Where Technical Excellence Is Valued This is a Chartered, independent financial planning firm that is fully integrated into the community and has built around a genuinely client-centric philosophy. The business is led by hands-on Chartered directors who work directly with clients and have grown the firm organically. They have trained and developed their own people over many years, creating a collaborative culture where technical quality, professionalism, and long-term client relationships are central to everything they do. This is not a corporate or volume-driven environment. It is a values-led firm where paraplanners are viewed as technical specialists and play a crucial role in delivering high-quality holistic financial planning. The firm is able to provide a route to becoming a financial planner. Location: Lingfield, Surrey Salary: Up to £50,000 Level: The firm is now seeking a Level 4 Qualified, experienced Paraplanner to join its technical team. This role will suit someone who enjoys: In-depth technical analysis and research Working closely with experienced, Chartered advisers Being part of a professional, supportive team Producing clear, well-reasoned, client-focused advice The successful candidate will be trusted with responsibility, actively involved in the advice process, and treated as an integral part of the firm - not a back-office function. Supporting advisers in delivering a holistic financial planning service Producing high-quality suitability reports and technical documentation Undertaking detailed product, fund, and strategy research Analysing full client financial positions using fact-finds and adviser input Assisting with annual reviews and ongoing client servicing Implementing agreed investment and planning strategies Liaising with product providers and platforms Preparing documentation and information for client meetings Ensuring all work meets regulatory standards and Consumer Duty requirements To be considered: Level 4 Diploma qualified Previous experience in a paraplanning role Strong technical knowledge and analytical skills Excellent attention to detail and written communication Organised, professional, and client-focused Comfortable working collaboratively with advisers Why This Role: Opportunity to join a Chartered, independent firm Work within a client-focused, relationship-driven environment Direct access to and collaboration with experienced advisers A culture that values training, development, and retention The chance to make a genuine impact on the quality of advice delivered to clients
Mar 24, 2026
Full time
Join a Chartered, Independent Firm Where Technical Excellence Is Valued This is a Chartered, independent financial planning firm that is fully integrated into the community and has built around a genuinely client-centric philosophy. The business is led by hands-on Chartered directors who work directly with clients and have grown the firm organically. They have trained and developed their own people over many years, creating a collaborative culture where technical quality, professionalism, and long-term client relationships are central to everything they do. This is not a corporate or volume-driven environment. It is a values-led firm where paraplanners are viewed as technical specialists and play a crucial role in delivering high-quality holistic financial planning. The firm is able to provide a route to becoming a financial planner. Location: Lingfield, Surrey Salary: Up to £50,000 Level: The firm is now seeking a Level 4 Qualified, experienced Paraplanner to join its technical team. This role will suit someone who enjoys: In-depth technical analysis and research Working closely with experienced, Chartered advisers Being part of a professional, supportive team Producing clear, well-reasoned, client-focused advice The successful candidate will be trusted with responsibility, actively involved in the advice process, and treated as an integral part of the firm - not a back-office function. Supporting advisers in delivering a holistic financial planning service Producing high-quality suitability reports and technical documentation Undertaking detailed product, fund, and strategy research Analysing full client financial positions using fact-finds and adviser input Assisting with annual reviews and ongoing client servicing Implementing agreed investment and planning strategies Liaising with product providers and platforms Preparing documentation and information for client meetings Ensuring all work meets regulatory standards and Consumer Duty requirements To be considered: Level 4 Diploma qualified Previous experience in a paraplanning role Strong technical knowledge and analytical skills Excellent attention to detail and written communication Organised, professional, and client-focused Comfortable working collaboratively with advisers Why This Role: Opportunity to join a Chartered, independent firm Work within a client-focused, relationship-driven environment Direct access to and collaboration with experienced advisers A culture that values training, development, and retention The chance to make a genuine impact on the quality of advice delivered to clients
Service Service Employment Agency Limited
Wymondham, Norfolk
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance. Overview You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan. Key Attributes Professional, collaborative Acts with courage, is fair and consistent Calm under pressure Self-aware, listens to and acts on feedback, self-improver Role To manage the operational needs of the business on a day to day basis and add operational value To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant To manage the overall operation of the business in conjunction with/as directed by the MD To set targets and objectives, measure and manage performance To implement a development programme for the team You will be responsible for managing and developing staff, as well as overseeing their training Measure ROI (return on investment) Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you Conduct a review of current processes and where appropriate, introducing change within the business As a leader you will inspire quality in your team You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key Keep MD informed of significant developments This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership Key Skills Level 4 Diploma Qualification (minimum) Maintain CPDs Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have) Experience of overseeing regulated advisers Education - ideally hold a degree or degree equivalent Experience of managing a team, delivering the people plan Displays leadership qualities Experience of setting targets, objectives, KPI's, SLA's Demonstrated ability to drive a business forward Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing Great Place to Work Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community. Benefits / hours 37 hour week (Flex) core hours 9-5, early finish on Fridays. Death in Service x4 Free Parking Health care policy Pension Holiday - 26 days (extra day off for your Birthday) Work social events, Christmas, Summer Professional development, relevant qualifications funded and supported
Mar 24, 2026
Full time
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance. Overview You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan. Key Attributes Professional, collaborative Acts with courage, is fair and consistent Calm under pressure Self-aware, listens to and acts on feedback, self-improver Role To manage the operational needs of the business on a day to day basis and add operational value To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant To manage the overall operation of the business in conjunction with/as directed by the MD To set targets and objectives, measure and manage performance To implement a development programme for the team You will be responsible for managing and developing staff, as well as overseeing their training Measure ROI (return on investment) Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you Conduct a review of current processes and where appropriate, introducing change within the business As a leader you will inspire quality in your team You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key Keep MD informed of significant developments This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership Key Skills Level 4 Diploma Qualification (minimum) Maintain CPDs Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have) Experience of overseeing regulated advisers Education - ideally hold a degree or degree equivalent Experience of managing a team, delivering the people plan Displays leadership qualities Experience of setting targets, objectives, KPI's, SLA's Demonstrated ability to drive a business forward Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing Great Place to Work Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community. Benefits / hours 37 hour week (Flex) core hours 9-5, early finish on Fridays. Death in Service x4 Free Parking Health care policy Pension Holiday - 26 days (extra day off for your Birthday) Work social events, Christmas, Summer Professional development, relevant qualifications funded and supported
Paraplanner Location: MBath - 2 days in the office Job Type: Full-time Join a forward-thinking and rapidly expanding wealth management business committed to delivering top-quality financial advice. We are currently seeking an experienced Paraplanner to join our team due to our ongoing expansion. Day-to-Day of the Role: Provide high-quality support to Financial Planners by producing detailed documents that offer clear and effective advice based on thorough market research and the client's financial goals. Assist Financial Planners in formulating advice, offering technical support and guidance as needed. Conduct detailed research and analysis of investment funds and financial products, aligning with client objectives. Prepare comprehensive financial plans that outline the client's current position, future goals, and the strategies to achieve these goals. Manage the preparation of fund switch and encashment letters in line with the advice provided. Handle applications, key features documents, factsheets, illustrations, and product comparison quotes, ensuring all research supports the advice given. Liaise with Product Providers and Third Parties to resolve any technical queries. Required Skills & Qualifications: Proven experience as a Paraplanner within financial services. Fully Diploma qualified with a solid understanding of the Financial Planning process. Strong research and report writing skills, with extensive experience using Microsoft Office products. Excellent interpersonal, communication, and customer service skills, committed to achieving the best outcomes for both clients and the business. Highly organized with the ability to manage time effectively and meet deadlines. Attention to detail is crucial in balancing the demands of the role. Desirable Skills: Experience with IO back-office software and FE Analytics research tool. Familiarity with working in a small to medium-sized financial services environment and during periods of significant change. Experience with a Discretionary Fund Manager. Knowledge of cashflow modelling and a broad understanding of the Financial Services Industry. Benefits: Competitive salary and benefits package. Opportunities for professional development and career advancement. Dynamic and supportive work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.
Mar 24, 2026
Full time
Paraplanner Location: MBath - 2 days in the office Job Type: Full-time Join a forward-thinking and rapidly expanding wealth management business committed to delivering top-quality financial advice. We are currently seeking an experienced Paraplanner to join our team due to our ongoing expansion. Day-to-Day of the Role: Provide high-quality support to Financial Planners by producing detailed documents that offer clear and effective advice based on thorough market research and the client's financial goals. Assist Financial Planners in formulating advice, offering technical support and guidance as needed. Conduct detailed research and analysis of investment funds and financial products, aligning with client objectives. Prepare comprehensive financial plans that outline the client's current position, future goals, and the strategies to achieve these goals. Manage the preparation of fund switch and encashment letters in line with the advice provided. Handle applications, key features documents, factsheets, illustrations, and product comparison quotes, ensuring all research supports the advice given. Liaise with Product Providers and Third Parties to resolve any technical queries. Required Skills & Qualifications: Proven experience as a Paraplanner within financial services. Fully Diploma qualified with a solid understanding of the Financial Planning process. Strong research and report writing skills, with extensive experience using Microsoft Office products. Excellent interpersonal, communication, and customer service skills, committed to achieving the best outcomes for both clients and the business. Highly organized with the ability to manage time effectively and meet deadlines. Attention to detail is crucial in balancing the demands of the role. Desirable Skills: Experience with IO back-office software and FE Analytics research tool. Familiarity with working in a small to medium-sized financial services environment and during periods of significant change. Experience with a Discretionary Fund Manager. Knowledge of cashflow modelling and a broad understanding of the Financial Services Industry. Benefits: Competitive salary and benefits package. Opportunities for professional development and career advancement. Dynamic and supportive work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in joining our team.
Paraplanner Location: Cambridge, UK Job Type: Full-time Office based for probation period then 2 days home working option We are seeking a dedicated Paraplanner to join our Wealth Planning department. This role involves supporting Wealth Planners by conducting high-quality research across a full range of financial planning products and services such as pensions, life insurance, tax planning, and investment management. This enables our Wealth Planners to provide comprehensive, holistic advice to our clients, ensuring good outcomes. The ideal candidate will be proactive, maintain their technical knowledge, and ensure compliance with regulatory and organisational procedures. Day-to-Day of the Role: Conduct appropriate and accurate research based on information gathered by Wealth Planners and known client data to recommend suitable financial solutions. Undertake accurate calculations and cash-flow modelling to support recommendations. Prepare client-centric suitability reports and other documentation, ensuring adherence to the company's processes and compliance framework. Draft and coordinate technical documents and research for client presentations. Identify potential future advice areas during research or report preparation and communicate these to the Wealth Planner. Continuously seek to improve the efficiency and quality of suitability report templates and internal processes. Required Skills & Qualifications: Experience in providing first-class paraplanning services. Knowledgeable in all Financial Planning practices including Investments, Pensions, and Protection. Educated to at least A Level/Higher standard with an RQF level 4 Diploma in Regulated Financial Planning or equivalent. Proficient in Microsoft Office and desirable experience with XPlan and Cashflow Planning software. Excellent customer service, interpersonal, and communication skills. Strong numerical skills and attention to detail. Committed to ongoing professional development, ideally aiming for Chartered Financial Planner status. Benefits: Opportunities for professional growth and development towards achieving Chartered Financial Planner status. A collaborative and supportive work environment. Competitive salary and benefits package. To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
Mar 24, 2026
Full time
Paraplanner Location: Cambridge, UK Job Type: Full-time Office based for probation period then 2 days home working option We are seeking a dedicated Paraplanner to join our Wealth Planning department. This role involves supporting Wealth Planners by conducting high-quality research across a full range of financial planning products and services such as pensions, life insurance, tax planning, and investment management. This enables our Wealth Planners to provide comprehensive, holistic advice to our clients, ensuring good outcomes. The ideal candidate will be proactive, maintain their technical knowledge, and ensure compliance with regulatory and organisational procedures. Day-to-Day of the Role: Conduct appropriate and accurate research based on information gathered by Wealth Planners and known client data to recommend suitable financial solutions. Undertake accurate calculations and cash-flow modelling to support recommendations. Prepare client-centric suitability reports and other documentation, ensuring adherence to the company's processes and compliance framework. Draft and coordinate technical documents and research for client presentations. Identify potential future advice areas during research or report preparation and communicate these to the Wealth Planner. Continuously seek to improve the efficiency and quality of suitability report templates and internal processes. Required Skills & Qualifications: Experience in providing first-class paraplanning services. Knowledgeable in all Financial Planning practices including Investments, Pensions, and Protection. Educated to at least A Level/Higher standard with an RQF level 4 Diploma in Regulated Financial Planning or equivalent. Proficient in Microsoft Office and desirable experience with XPlan and Cashflow Planning software. Excellent customer service, interpersonal, and communication skills. Strong numerical skills and attention to detail. Committed to ongoing professional development, ideally aiming for Chartered Financial Planner status. Benefits: Opportunities for professional growth and development towards achieving Chartered Financial Planner status. A collaborative and supportive work environment. Competitive salary and benefits package. To apply for this Paraplanner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
Senior Paraplanner Location: Cambridge Job Type: Full-time Office based for probationary period then 2 days home working option Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards. Day-to-Day of the Role: Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients' needs and objectives. Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements. Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance. Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team. Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively. Required Skills & Qualifications: Proven experience in delivering first-class paraplanning services within the financial planning sector, dealing with complex client scenarios. Minimum educational requirement: A Level/Higher standard or equivalent, with an RQF level 4 Diploma in Regulated Financial Planning. Advanced knowledge of financial planning products and strong numerical skills. Proficiency in Microsoft Office and familiarity with financial planning software such as XPlan and cashflow planning tools. Excellent interpersonal, communication, and customer service skills, with a strong focus on detail and the ability to prioritize effectively. Ambition to study towards an Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status is desirable. Benefits: A role that offers both personal and professional growth, including opportunities to advance towards Chartered status. A supportive and collaborative work environment where knowledge sharing and best practice are encouraged. Competitive salary and benefits package, reflecting your experience and expertise. If you are a motivated, detail-oriented individual with a passion for financial planning and client service, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Paraplanner position.
Mar 24, 2026
Full time
Senior Paraplanner Location: Cambridge Job Type: Full-time Office based for probationary period then 2 days home working option Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards. Day-to-Day of the Role: Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients' needs and objectives. Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements. Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance. Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team. Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively. Required Skills & Qualifications: Proven experience in delivering first-class paraplanning services within the financial planning sector, dealing with complex client scenarios. Minimum educational requirement: A Level/Higher standard or equivalent, with an RQF level 4 Diploma in Regulated Financial Planning. Advanced knowledge of financial planning products and strong numerical skills. Proficiency in Microsoft Office and familiarity with financial planning software such as XPlan and cashflow planning tools. Excellent interpersonal, communication, and customer service skills, with a strong focus on detail and the ability to prioritize effectively. Ambition to study towards an Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status is desirable. Benefits: A role that offers both personal and professional growth, including opportunities to advance towards Chartered status. A supportive and collaborative work environment where knowledge sharing and best practice are encouraged. Competitive salary and benefits package, reflecting your experience and expertise. If you are a motivated, detail-oriented individual with a passion for financial planning and client service, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Paraplanner position.
Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.
Mar 24, 2026
Full time
Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.
Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.
Mar 24, 2026
Full time
Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning. Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions. Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters. Manage cashflow forecasting for clients and provide technical support for complex queries. Prepare investment materials, quotes, and illustrations for client meetings and suitability reports. Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures. Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently. Required Skills & Qualifications: Level 4 Diploma in Financial Planning. Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements. Proficient in report writing and performing financial calculations. Excellent communication skills and the ability to work effectively within a team. Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines. Benefits: Competitive salary and bonus structure. Comprehensive benefits package. Opportunities for professional development and career advancement within a thriving firm. Supportive and collaborative working environment. If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.
Paraplanner Annual Salary: Up to £45,000 Location: Oxford Job Type: Hybrid (2 days work from home) Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing. Day-to-day of the role: Understand clients' financial situations and objectives to provide tailored support. Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning. Prepare detailed recommendation reports adhering to the company's standards and compliance procedures. Maintain accurate and up-to-date client records on the back-office system, ensuring all documentation is correctly filed and accessible. Collaborate closely with financial advisers, challenging and querying proposed recommendations to ensure they meet client needs. Utilize company-approved research systems for analysis and employ cash flow modelling techniques to support financial planning. Required Skills & Qualifications: Minimum of 5 GCSEs including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Proven experience in an IFA/Wealth Management environment, with a broad knowledge of financial planning areas. Proficiency in using financial planning tools such as Intelligent Office, Finametrica, O&M Profiler, Defaqto, and FE Analytics. Strong communication skills, capable of adapting style and method to meet client and team needs. Excellent organisational skills, with the ability to prioritize and manage tasks efficiently. Experience in cash flow modelling and familiarity with corporate client work, including knowledge of employee benefits and corporate pensions markets. Benefits: Competitive salary up to £45,000. Hybrid working model - flexibility to work from home 2 days a week. Opportunities for professional development and career advancement. Supportive and collaborative work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
Mar 24, 2026
Full time
Paraplanner Annual Salary: Up to £45,000 Location: Oxford Job Type: Hybrid (2 days work from home) Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing. Day-to-day of the role: Understand clients' financial situations and objectives to provide tailored support. Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning. Prepare detailed recommendation reports adhering to the company's standards and compliance procedures. Maintain accurate and up-to-date client records on the back-office system, ensuring all documentation is correctly filed and accessible. Collaborate closely with financial advisers, challenging and querying proposed recommendations to ensure they meet client needs. Utilize company-approved research systems for analysis and employ cash flow modelling techniques to support financial planning. Required Skills & Qualifications: Minimum of 5 GCSEs including English and Maths. Attainment of the Level 4 Diploma in Financial Planning. Proven experience in an IFA/Wealth Management environment, with a broad knowledge of financial planning areas. Proficiency in using financial planning tools such as Intelligent Office, Finametrica, O&M Profiler, Defaqto, and FE Analytics. Strong communication skills, capable of adapting style and method to meet client and team needs. Excellent organisational skills, with the ability to prioritize and manage tasks efficiently. Experience in cash flow modelling and familiarity with corporate client work, including knowledge of employee benefits and corporate pensions markets. Benefits: Competitive salary up to £45,000. Hybrid working model - flexibility to work from home 2 days a week. Opportunities for professional development and career advancement. Supportive and collaborative work environment. To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.
Job Title: Paraplanner for a keading Bath IFA firm Package - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits. 3 days in office 2 days at home Introduction Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. What You'll Be Doing As a Paraplanner, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What We're Looking For We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at least 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where You'll Be Working This role is based in our Bath office, with hybrid working available. We ask that you spend at least two to three days a week in the office, with the remainder of your time working from home. We're also open to discussing alternative working patterns, as flexibility is important to us. What You'll Get in Return We offer a competitive salary range between £35,000 - £50,000 per annum (depending on experience), plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including: 25 days' holiday (plus bank holidays) Life assurance and income protection Pension scheme Access to our flexible benefits platform A vibrant, inclusive culture where people genuinely enjoy coming to work Just as importantly, you'll be part of a business that's committed to your growth and development. We work hard, but we also have a lot of fun along the way and we're proud of the supportive, collaborative environment we've built. Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Mar 24, 2026
Full time
Job Title: Paraplanner for a keading Bath IFA firm Package - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits. 3 days in office 2 days at home Introduction Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. What You'll Be Doing As a Paraplanner, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate financial solutions Producing detailed suitability reports for cases of varying complexity Running cashflow models to support client planning Acting as a point of contact for technical queries from advisers and planning support Communicating with clients regarding research and report timelines Attending client meetings where appropriate Supporting the training and development of junior team members Contributing to projects aimed at improving our systems and processes What We're Looking For We're looking for someone who is confident, detail-oriented, and passionate about delivering excellent client outcomes. The ideal candidate will: Hold the CII Level 4 Diploma in Regulated Financial Planning (working towards Chartered status is a plus) Have at least 3 years' experience in a paraplanning role Demonstrate strong technical knowledge across a broad range of financial products Be comfortable working with high-net-worth clients and professional connections Have excellent written and verbal communication skills Be highly organised and able to manage a busy workload Be a team player who enjoys collaborating with others Have strong IT skills Where You'll Be Working This role is based in our Bath office, with hybrid working available. We ask that you spend at least two to three days a week in the office, with the remainder of your time working from home. We're also open to discussing alternative working patterns, as flexibility is important to us. What You'll Get in Return We offer a competitive salary range between £35,000 - £50,000 per annum (depending on experience), plus a performance-related quarterly bonus scheme, along with a comprehensive benefits package, including: 25 days' holiday (plus bank holidays) Life assurance and income protection Pension scheme Access to our flexible benefits platform A vibrant, inclusive culture where people genuinely enjoy coming to work Just as importantly, you'll be part of a business that's committed to your growth and development. We work hard, but we also have a lot of fun along the way and we're proud of the supportive, collaborative environment we've built. Interested? If this sounds like the right opportunity for you, we'd love to hear from you. Apply now or get in touch with our recruitment team if you have any questions or would like to discuss the role further.
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 24, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 24, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 24, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits and bonus Trainee Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on - technical support assist with compilation of advice report writing client communications some attendance at initial and review meetings compliance liaison with internal team You will be currently working in a support role in a Financial Advice practice and will probably have progressed with the industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Paraplanner - Senior £38,000 to £48,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Mar 24, 2026
Full time
Paraplanner - Senior £38,000 to £48,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Client Relationship Manager (Wealth Management) Salary: £30k + bonus + great company benefits Location: Hove Hours: Mon-Fri 9am - 5pm Hybrid Working: 3 days office / 2 days remote after training A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove. This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience. You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers. Key Responsibilities Managing end-to-end processing of financial products including ISAs, pensions and GIAs. Processing new business applications and tracking them through to completion. Handling fund switches, withdrawals and investment updates. Preparing documentation and supporting annual financial review meetings. Liaising with platform providers, insurers and product providers. Maintaining accurate client records and updating back-office systems. Ensuring all compliance requirements including KYC and AML checks are completed. Supporting advisers and paraplanners in preparing client documentation. Building strong relationships with clients, providers and internal teams. Skills and Experience Required Previous experience within wealth management, financial planning or IFA administration. Strong knowledge of investment products including ISAs, pensions and GIAs. Experience managing new business processing from submission to completion. Excellent organisational skills with strong attention to detail. Strong communication and relationship management skills. Ability to manage multiple priorities within a busy financial services environment. Company Benefits Discretionary annual bonus linked to individual performance Support for RO exams including study materials, exam costs and study leave Electric vehicle salary sacrifice scheme through Octopus with charging installation support 25 days annual leave plus bank holidays and one wellbeing day per year Death in Service cover (3x salary) with additional wellbeing benefits Eye test contributions Annual flu vaccination This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development. To apply, please submit your CV as soon as possible.
Mar 24, 2026
Full time
Client Relationship Manager (Wealth Management) Salary: £30k + bonus + great company benefits Location: Hove Hours: Mon-Fri 9am - 5pm Hybrid Working: 3 days office / 2 days remote after training A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove. This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience. You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers. Key Responsibilities Managing end-to-end processing of financial products including ISAs, pensions and GIAs. Processing new business applications and tracking them through to completion. Handling fund switches, withdrawals and investment updates. Preparing documentation and supporting annual financial review meetings. Liaising with platform providers, insurers and product providers. Maintaining accurate client records and updating back-office systems. Ensuring all compliance requirements including KYC and AML checks are completed. Supporting advisers and paraplanners in preparing client documentation. Building strong relationships with clients, providers and internal teams. Skills and Experience Required Previous experience within wealth management, financial planning or IFA administration. Strong knowledge of investment products including ISAs, pensions and GIAs. Experience managing new business processing from submission to completion. Excellent organisational skills with strong attention to detail. Strong communication and relationship management skills. Ability to manage multiple priorities within a busy financial services environment. Company Benefits Discretionary annual bonus linked to individual performance Support for RO exams including study materials, exam costs and study leave Electric vehicle salary sacrifice scheme through Octopus with charging installation support 25 days annual leave plus bank holidays and one wellbeing day per year Death in Service cover (3x salary) with additional wellbeing benefits Eye test contributions Annual flu vaccination This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development. To apply, please submit your CV as soon as possible.
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Mar 24, 2026
Full time
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £55,000 (depending on experience) This is a firm with purpose, heart and ambition-and paraplanners are truly valued as technical experts. The role You'll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You'll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work. What's on offer Salary up to £55,000 (DOE) 25 days holiday + option to buy 5 more 2 days WFH after probation 1 paid community involvement day per year Free on-site parking Pod structure with dedicated admin support Full study and progression support (including Chartered) Values-led culture with real purpose and community impact About the company We're working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people's lives. Their culture is built on values of authenticity, warmheartedness and integrity -they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners , offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes , raising significant funds for: Community projects Financial education initiatives Local nature and environmental programmes Key responsibilities Write high-quality, independent suitability reports Conduct whole-of-market product and fund research Undertake complex client analysis, including: CGT assessments IHT evaluations Support advisers in designing and delivering financial plans Prepare and structure annual reviews Interpret legislation and ensure compliance What this role requires Strong paraplanning experience with a solid understanding of the advice process Diploma qualified (or equivalent) Ambition to achieve Chartered status (fully supported) Excellent attention to detail and analytical ability Proactive team player who enjoys collaboration If this role and company align with what you are looking for, please apply!
Mar 24, 2026
Full time
Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £55,000 (depending on experience) This is a firm with purpose, heart and ambition-and paraplanners are truly valued as technical experts. The role You'll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You'll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work. What's on offer Salary up to £55,000 (DOE) 25 days holiday + option to buy 5 more 2 days WFH after probation 1 paid community involvement day per year Free on-site parking Pod structure with dedicated admin support Full study and progression support (including Chartered) Values-led culture with real purpose and community impact About the company We're working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people's lives. Their culture is built on values of authenticity, warmheartedness and integrity -they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners , offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes , raising significant funds for: Community projects Financial education initiatives Local nature and environmental programmes Key responsibilities Write high-quality, independent suitability reports Conduct whole-of-market product and fund research Undertake complex client analysis, including: CGT assessments IHT evaluations Support advisers in designing and delivering financial plans Prepare and structure annual reviews Interpret legislation and ensure compliance What this role requires Strong paraplanning experience with a solid understanding of the advice process Diploma qualified (or equivalent) Ambition to achieve Chartered status (fully supported) Excellent attention to detail and analytical ability Proactive team player who enjoys collaboration If this role and company align with what you are looking for, please apply!
