Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Apr 17, 2026
Full time
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details
Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details
Apr 17, 2026
Full time
Technical Paraplanner Leeds City Centre c.£50,000 per annum, plus excellent annual bonus and company benefits Reward Recruitment Limited are working closely with probably one of the most highly regarded Financial Planning firm in the UK, based in Leeds City Centre.They specialise in providing UHNW advice to private clients and are currently looking to recruit an industry experienced Technical Parapl click apply for full job details
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Apr 17, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Technical Adviser Assistant/Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients click apply for full job details
Apr 17, 2026
Full time
Technical Adviser Assistant/Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients click apply for full job details
Benefits: Office based, with occasional remote working Hours: 9-5 Holidays: 30 plus stats and Xmas closure Pension: 8% company contribution DIS Study support, if desired Free parking Candidate Requirements: Must have some experience in paraplanning Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics click apply for full job details
Apr 17, 2026
Full time
Benefits: Office based, with occasional remote working Hours: 9-5 Holidays: 30 plus stats and Xmas closure Pension: 8% company contribution DIS Study support, if desired Free parking Candidate Requirements: Must have some experience in paraplanning Possess sound technical knowledge in pensions, investments, tax and general financial planning Proficient with financial planning software, notably FE Analytics click apply for full job details
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Apr 16, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
An established independent mortgage brokerage in North Hertfordshire is seeking a Mortgage Paraplanner. The role demands strong organisational skills and a keen interest in mortgages. Responsibilities include speaking to clients, advising on product transfer rates, and liaising with Mortgage Advisors. The offer includes a salary of £30,000 - £35,000, 24 days holiday, pension, and free parking. This position will be an excellent opportunity for individuals looking to advance their career in the mortgage sector.
Apr 16, 2026
Full time
An established independent mortgage brokerage in North Hertfordshire is seeking a Mortgage Paraplanner. The role demands strong organisational skills and a keen interest in mortgages. Responsibilities include speaking to clients, advising on product transfer rates, and liaising with Mortgage Advisors. The offer includes a salary of £30,000 - £35,000, 24 days holiday, pension, and free parking. This position will be an excellent opportunity for individuals looking to advance their career in the mortgage sector.
Job Postings Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000. We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke Independent Financial Adviser - Stoke-On-Trent - Up to £65,000. We are working with a well-established IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 Paraplanner - Cheshire / Hybrid. Salary: £30,000 - £40,000 per year. Benefits: Company pension, life insurance, private medical insurance. About the Role: We are seeking an experienced Paraplanner to join a growing financial planning firm in Cheshire. This is a Job Title: Senior Chartered Financial Planner. Location: Alderley Edge, Cheshire. Employment Type: Permanent. Role Overview: A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility IFA Client Services Administrator - Cheshire - Up to £30,000. Purpose of the Role: This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform-based work, generating illustrations, and
Apr 16, 2026
Full time
Job Postings Paraplanner/Junior Paraplanner - Newcastle-Under-Lyme - Up to £38,000. We are working with a National IFA who are looking for someone with Paraplanning experience to join their Staffordshire office. The company have a presence across the UK and focus on bespoke Independent Financial Adviser - Stoke-On-Trent - Up to £65,000. We are working with a well-established IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 Paraplanner - Cheshire / Hybrid. Salary: £30,000 - £40,000 per year. Benefits: Company pension, life insurance, private medical insurance. About the Role: We are seeking an experienced Paraplanner to join a growing financial planning firm in Cheshire. This is a Job Title: Senior Chartered Financial Planner. Location: Alderley Edge, Cheshire. Employment Type: Permanent. Role Overview: A well-established, client-focused financial planning firm is seeking a Senior Chartered Financial Planner to take ownership of an existing client bank. This is a high-responsibility IFA Client Services Administrator - Cheshire - Up to £30,000. Purpose of the Role: This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform-based work, generating illustrations, and
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to £30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to £30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
Apr 15, 2026
Full time
Practice Support Administrator Blackwood or Cardiff(Hybrid) Salary up to £30,000 Yolk Recruitment are working with a well-established and growing boutique wealth management practice to recruit a Practice Support Administrator . This is a busy and varied role supporting a Financial Adviser, within a successful and expanding business. This is an excellent opportunity for someone who enjoys a busy environment and takes pride in keeping things organised and running smoothly. The role would suit someone with a financial services administration background, though experienced administrators from other sectors who are keen to move into wealth management will also be considered. What you'll be doing Responsibilities will include: Managing and coordinating client meetings for both new and existing clients Sending out relevant documentation and paperwork ahead of appointments Requesting information from external providers Uploading meeting notes and maintaining accurate client records Updating Salesforce and internal systems Passing actions and follow-ups to the paraplanner Speaking with clients by telephone and email when required Managing new client enquiries and sending financial questionnaires Supporting with the organisation of client hospitality events General administrative support to ensure the practice runs smoothly What we're looking for The firm is keen to meet people who are organised, proactive and comfortable managing their own workload. You might currently be: A financial services administrator looking for your next step An experienced administrator wanting to move into wealth management A paraplanner looking for a slightly different role within a growing firm Key qualities include: Strong organisational skills and attention to detail Ability to work independently and take initiative Professional and approachable manner when dealing with clients Good telephone and email communication skills A willingness to learn and develop within financial services You'll have support from the Office Manager and wider team, but you'll also be trusted to manage your own responsibilities. Career development The business is very open to discussing long-term career plans. Whether you want to deepen your experience in administration or progress within financial services, support will be available. The firm is happy to help with relevant industry qualifications and provide a clear pathway for development. What's on offer Salary up to £30,000 Monday-Friday 8.30-4.30 (can be flexible on hours) 25 days annual leave + bank holidays ( Office closed over the Christmas period) Hybrid working arrangement Private Medical Insurance Flexible office location (Cardiff or Blackwood- would need to be travel to Blackwood for induction) Personalised financial advice If you'd like to explore whether this role could be the right step for you, get in touch for a confidential chat.
An international wealth management firm is seeking an Assistant Wealth Planner to support Wealth Planners in financial planning and compliance. The role involves preparing client documentation, conducting financial analysis, and contributing to bespoke financial plans. The ideal candidate should have a Level 6 qualification in Financial Planning and at least 5 years' experience in a paraplanning role. A competitive salary and a supportive work environment are offered.
Apr 15, 2026
Full time
An international wealth management firm is seeking an Assistant Wealth Planner to support Wealth Planners in financial planning and compliance. The role involves preparing client documentation, conducting financial analysis, and contributing to bespoke financial plans. The ideal candidate should have a Level 6 qualification in Financial Planning and at least 5 years' experience in a paraplanning role. A competitive salary and a supportive work environment are offered.
Ernest Gordon Recruitment
Weston-super-mare, Somerset
Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service click apply for full job details
Apr 15, 2026
Full time
Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-Mare Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service click apply for full job details
We're looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Working closely with the Head Paraplanner and Operations Manager, you'll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided. What You'll Be Doing • Supporting client onboarding and ongoing client care • Maintaining accurate client records and managing the CRM system • Processing client requests, including withdrawals • Assisting with tax returns and client portal management • Handling office administration and supporting daily operations • Supporting compliance and regulatory requirements What We're Looking For • Experience within an IFA or financial services environment • Highly organised with strong attention to detail • A team player with a proactive, can-do attitude • Able to manage tasks independently and work efficiently What You'll Get • Annual bonus • Private medical & travel insurance • Gym membership (Virgin Active or PureGym) • £600 annual exam allowance • Pension contributions • Hybrid working - 2 days from home Why Apply? Be part of a growing firm where your work truly makes an impact. You'll gain valuable experience, develop your skills, and be supported every step of the way.
Apr 14, 2026
Full time
We're looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Working closely with the Head Paraplanner and Operations Manager, you'll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided. What You'll Be Doing • Supporting client onboarding and ongoing client care • Maintaining accurate client records and managing the CRM system • Processing client requests, including withdrawals • Assisting with tax returns and client portal management • Handling office administration and supporting daily operations • Supporting compliance and regulatory requirements What We're Looking For • Experience within an IFA or financial services environment • Highly organised with strong attention to detail • A team player with a proactive, can-do attitude • Able to manage tasks independently and work efficiently What You'll Get • Annual bonus • Private medical & travel insurance • Gym membership (Virgin Active or PureGym) • £600 annual exam allowance • Pension contributions • Hybrid working - 2 days from home Why Apply? Be part of a growing firm where your work truly makes an impact. You'll gain valuable experience, develop your skills, and be supported every step of the way.
PARAPLANNER FULLY REMOTE EXCELLENT COMPANY PERKS! SALARY UP TO £42,000 Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role i click apply for full job details
Apr 14, 2026
Full time
PARAPLANNER FULLY REMOTE EXCELLENT COMPANY PERKS! SALARY UP TO £42,000 Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role i click apply for full job details
Fabulous opportunity for a recent graduate or school leaver with strong maths/analytical skills to get on the career ladder. This company has a reputation for developing staff & keeping people happy & motivated and will also assist with professional qualifications support. Job Title/Location: Trainee Regulatory Reporting Accountant, Epsom/WFH Salary: To £25,000 + bonus + pension + study support + benefits package Office/WFH: 2 days office/3 days WFH. Training period 100% office based Requirements: Excellent/demonstrable analytical & numerical skills. Open to recent graduates & 'A' Level/GCSE school leavers with an interest in AAT/ACCA professional qualification studies Role Snapshot: Working in a business of c.200 people, get involved in all aspects of financial & regulatory reporting including involvement in a number of projects. The Company/Team: Our client is a highly regarded Financial Services company who have expanded a very healthily in recent years. This role reports to the Senior Regulatory Reporting Accountant, working within a small team whereby the willingness to learn & get involved in all areas of financial/regulatory reporting & project work is really valued. The Role: As a Trainee Regulatory Reporting Accountant, you will be tasked with involvement in two main areas, responsibilities including: Regulatory Reporting Assist in preparing quarterly/monthly COREP & FINREP returns for review Help with maintaining/enhancing the regulatory reporting processes, software and excel files ensuring they are kept fully up to date with regulatory reporting changes Assist in ensuring procedures, assumptions and interpretations of regulatory reporting rules and guidance are fully documented and updated Management Accounting Assist in preparing month end management accounts and Board reports Assist in preparing reports for other departments. Helping to prepare the Annual Report and Accounts, Corporation Tax Return. Skills / Experience Required: For this Trainee Regulatory Reporting Accountant role our client will consider people with excellent/demonstrable analytical and numerical skills. Our client is open to recent graduates, 'A' Level and GCSE school leavers with relevant subject such as Mathematics, Business Studies, Finance & Accounting etc. You must be willing to learn, undertake professional studies, be pro-active and have a basic understanding of book-keeping. Strong written & verbal communication skills are also important. Additional Information: The Trainee Regulatory Reporting Accountant role is a great chance to get that first step on the career ladder. Starting salary to £25,000 + annual bonus, good company benefits inc. pension & professional study sponsorship. The Trainee Regulatory Reporting Accountant post is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
Apr 14, 2026
Full time
Fabulous opportunity for a recent graduate or school leaver with strong maths/analytical skills to get on the career ladder. This company has a reputation for developing staff & keeping people happy & motivated and will also assist with professional qualifications support. Job Title/Location: Trainee Regulatory Reporting Accountant, Epsom/WFH Salary: To £25,000 + bonus + pension + study support + benefits package Office/WFH: 2 days office/3 days WFH. Training period 100% office based Requirements: Excellent/demonstrable analytical & numerical skills. Open to recent graduates & 'A' Level/GCSE school leavers with an interest in AAT/ACCA professional qualification studies Role Snapshot: Working in a business of c.200 people, get involved in all aspects of financial & regulatory reporting including involvement in a number of projects. The Company/Team: Our client is a highly regarded Financial Services company who have expanded a very healthily in recent years. This role reports to the Senior Regulatory Reporting Accountant, working within a small team whereby the willingness to learn & get involved in all areas of financial/regulatory reporting & project work is really valued. The Role: As a Trainee Regulatory Reporting Accountant, you will be tasked with involvement in two main areas, responsibilities including: Regulatory Reporting Assist in preparing quarterly/monthly COREP & FINREP returns for review Help with maintaining/enhancing the regulatory reporting processes, software and excel files ensuring they are kept fully up to date with regulatory reporting changes Assist in ensuring procedures, assumptions and interpretations of regulatory reporting rules and guidance are fully documented and updated Management Accounting Assist in preparing month end management accounts and Board reports Assist in preparing reports for other departments. Helping to prepare the Annual Report and Accounts, Corporation Tax Return. Skills / Experience Required: For this Trainee Regulatory Reporting Accountant role our client will consider people with excellent/demonstrable analytical and numerical skills. Our client is open to recent graduates, 'A' Level and GCSE school leavers with relevant subject such as Mathematics, Business Studies, Finance & Accounting etc. You must be willing to learn, undertake professional studies, be pro-active and have a basic understanding of book-keeping. Strong written & verbal communication skills are also important. Additional Information: The Trainee Regulatory Reporting Accountant role is a great chance to get that first step on the career ladder. Starting salary to £25,000 + annual bonus, good company benefits inc. pension & professional study sponsorship. The Trainee Regulatory Reporting Accountant post is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background. The role Assist with client onboarding Provide a high level of aftercare to all existing clients Process any withdrawals as requested by our clients Update client information accurately to make sure it is current in the CRM Ensure the client portal is maintained and clients have full access Assist with tax returns throughout the year Support Operations Ad hoc Admin The person Relevant experience of working in an Independent Financial Adviser (IFA) business A degree-level education preferred but not essential Work well in a team Demonstrate impeccable attention to detail Manage their time effectively
Apr 14, 2026
Full time
We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background. The role Assist with client onboarding Provide a high level of aftercare to all existing clients Process any withdrawals as requested by our clients Update client information accurately to make sure it is current in the CRM Ensure the client portal is maintained and clients have full access Assist with tax returns throughout the year Support Operations Ad hoc Admin The person Relevant experience of working in an Independent Financial Adviser (IFA) business A degree-level education preferred but not essential Work well in a team Demonstrate impeccable attention to detail Manage their time effectively
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details
Apr 14, 2026
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the C click apply for full job details
A financial planning firm in Manchester offers an entry-level role as a Client Advisor Support. This fixed-term position provides extensive training in financial planning, with opportunities for career progression into roles like Paraplanner and Financial Planner. Responsibilities include managing administrative tasks for Financial Planners, ensuring client communications, and updating client records. Candidates should be tech-savvy, detail-oriented, and interested in financial products. Benefits include a competitive pension scheme, 26 days holiday, and private medical insurance.
Apr 14, 2026
Full time
A financial planning firm in Manchester offers an entry-level role as a Client Advisor Support. This fixed-term position provides extensive training in financial planning, with opportunities for career progression into roles like Paraplanner and Financial Planner. Responsibilities include managing administrative tasks for Financial Planners, ensuring client communications, and updating client records. Candidates should be tech-savvy, detail-oriented, and interested in financial products. Benefits include a competitive pension scheme, 26 days holiday, and private medical insurance.
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Apr 14, 2026
Full time
Career This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path: Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office. Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning. Step 3 - Financial Planning Associate - support Financial Planners in the provision of high quality financial planning - shadow and learn their ways! Step 4 - Financial Planner - a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals. Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within! This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices. Accountabilities This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high quality financial planning. The role organises into two distinct objectives: Client Administration Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required. Process new business, applications, and provider paperwork accurately and on time. Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner. Maintain our CRM (Client Centre) and ensure data is up to date and compliant. All client files should be regularly maintained and updated. Financial Planner Enablement Assist Financial Planners with the scheduling of annual reviews and preparation for meetings. Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client. Maintain strong relationships with both the Financial Planners and their clients. Ensuring that all post meeting requirements are actioned promptly within agreed SLA's. Skills and Experience Tech savvy, able to work on cloud based systems, has used AI to support finding answers. High attention to detail and accuracy. Confident written and verbal skills, confident to communicate directly with clients on customer service queries. A desire to excel at what you do. An interest in financial products (e.g. pensions, ISAs, investments). A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career. Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly. Experience in financial services or accountancy is desirable. Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
Apr 13, 2026
Full time
We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level click apply for full job details
A leading financial planning firm in the UK seeks an experienced Paraplanner to join their collaborative team in Holmes Chapel, Cheshire. In this role, you'll support Financial Advisers by conducting thorough research and preparing detailed suitability reports. Candidates should hold a Level 4 Diploma in Financial Planning or be working towards it. The position offers a competitive salary between £34,000 and £40,000, with structured career progression and an annual bonus.
Apr 13, 2026
Full time
A leading financial planning firm in the UK seeks an experienced Paraplanner to join their collaborative team in Holmes Chapel, Cheshire. In this role, you'll support Financial Advisers by conducting thorough research and preparing detailed suitability reports. Candidates should hold a Level 4 Diploma in Financial Planning or be working towards it. The position offers a competitive salary between £34,000 and £40,000, with structured career progression and an annual bonus.
